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Rockwell Automation
ROK

Overview Fund Activity

601 hedge funds and large institutions have $10.4B invested in Rockwell Automation in 2015 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 217 increasing their positions, 209 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+3
Holders Change %
+0.5%
% of All Funds
16.8%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
56
Increased
217
Reduced
209
Closed
51
Calls
$68.7M
Puts
$114M
Net Calls
-$45.6M
Net Calls Change
+$8.23M

Top Buyers

1
FMI
Fiduciary Management Inc
Wisconsin
+$157M
2
Lazard Asset Management
Lazard Asset Management
New York
+$85.6M
3
GIM
Generation Investment Management
United Kingdom
+$82M
4
Renaissance Technologies
Renaissance Technologies
New York
+$35.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$33.8M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$193M
2
Citadel Advisors
Citadel Advisors
Florida
-$77.5M
3
BA
BlackRock Advisors
Delaware
-$75.3M
4
AAMU
Amundi Asset Management US
Massachusetts
-$36.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$36.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
326
Deere & Company
Illinois
$920K – – –
CBOA
327
Commonwealth Bank of Australia
Australia
$918K -$19.6K -193 -2%
RT
328
Rockland Trust
Massachusetts
$914K +$50.7K +500 +6%
PAM
329
Princeton Alpha Management
New Jersey
$905K +$905K +8,919 New
SCA
330
Strategic Capital Alternatives
United States
$901K +$674K +6,636 +296%
COPPSERS
331
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$874K -$659K -6,499 -43%
NAP
332
New Amsterdam Partners
New York
$873K +$33.6K +331 +4%
SC
333
Savant Capital
Illinois
$858K +$1.12K +11 +0.1%
AIM
334
Assured Investment Management
New York
$856K +$856K +8,435 New
FMT
335
First Mercantile Trust
Tennessee
$841K -$101K -998 -11%
SCA
336
Salient Capital Advisors
Texas
$837K -$160K -1,580 -16%
CWM
337
Calamos Wealth Management
Illinois
$836K +$406 +4 +0%
HK
338
Horizon Kinetics
New York
$823K – – –
WA
339
WealthTrust-Arizona
Arizona
$808K – – –
CG
340
Colony Group
Massachusetts
$803K -$143K -1,405 -15%
Creative Planning
341
Creative Planning
Kansas
$801K +$801K +7,896 New
Truist Financial
342
Truist Financial
North Carolina
$797K +$102K +1,003 +15%
PC
343
Palo Capital
California
$791K -$529K -5,221 -40%
NB
344
Norinchukin Bank
Japan
$779K +$5.38K +53 +0.7%
GWM
345
Gupta Wealth Management
California
$774K +$255K +2,517 +49%
CFB
346
Cullen/Frost Bankers
Texas
$771K -$40.4K -398 -5%
Citigroup
347
Citigroup
New York
$769K -$481K -4,750 -38%
BFM
348
Boothbay Fund Management
New York
$757K +$757K +7,459 New
CPIM
349
Columbia Partners Investment Management
Virginia
$753K -$10.7K -106 -1%
GIA
350
Guyasuta Investment Advisors
Pennsylvania
$751K -$16.2K -160 -2%
12 13
14
15 16