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Rockwell Automation
ROK

Overview Fund Activity

625 hedge funds and large institutions have $11.7B invested in Rockwell Automation in 2016 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 216 increasing their positions, 211 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
16.7%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.19%
New
50
Increased
216
Reduced
211
Closed
38
Calls
$60.4M
Puts
$29.5M
Net Calls
+$30.9M
Net Calls Change
-$18.3M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$37.7M
2
Deutsche Bank
Deutsche Bank
Germany
+$37.3M
3
JHIU
Janus Henderson Investors US
Colorado
+$30.6M
4
UBS Group
UBS Group
Switzerland
+$27M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$25.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$122M
2
Ameriprise
Ameriprise
Minnesota
-$108M
3
SAC
Smith Affiliated Capital
New York
-$61.1M
4
Swedbank
Swedbank
Sweden
-$59.1M
5
YCMGA
York Capital Management Global Advisors
New York
-$56.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIM
326
Columbia Partners Investment Management
Virginia
$991K +$14.9K +122 +2%
MCM
327
Murphy Capital Management
New Jersey
$990K -$122K -995 -11%
WA
328
WealthTrust-Arizona
Arizona
$974K – – –
GIP
329
Granite Investment Partners
California
$970K +$27.1K +222 +3%
GIA
330
Guyasuta Investment Advisors
Pennsylvania
$966K +$441K +3,600 +84%
SC
331
Savant Capital
Illinois
$915K -$24.5K -200 -3%
COPPSERS
332
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$904K -$372K -3,040 -29%
DRD
333
Dennis R. Delaney
$904K – – –
Cambridge Investment Research Advisors
334
Cambridge Investment Research Advisors
Iowa
$902K -$19.1K -156 -2%
CWM
335
Calamos Wealth Management
Illinois
$898K -$799K -6,533 -47%
Loomis, Sayles & Company
336
Loomis, Sayles & Company
Massachusetts
$888K – – –
JPMPWA
337
J.P. Morgan Private Wealth Advisors
California
$883K +$21.8K +178 +3%
SB
338
Suntrust Banks
Georgia
$882K -$36.2K -296 -4%
AI
339
Analytic Investors
California
$879K +$879K +7,182 New
LWM
340
Lyons Wealth Management
Florida
$878K -$32.2K -263 -4%
FC
341
Fayerweather Charles
$852K -$85.6K -700 -9%
NB
342
Norinchukin Bank
Japan
$847K +$11.5K +94 +1%
GS
343
GAM Systematic
United Kingdom
$836K +$375K +3,070 +82%
NBG
344
Nancy B. Gardiner
$825K +$178K +1,459 +28%
JDR
345
Jay D. Rosenbaum
$822K +$37.9K +310 +5%
Jane Street
346
Jane Street
New York
$820K -$101K -826 -11%
APFBOT
347
Amica Pension Fund Board of Trustees
Rhode Island
$815K – – –
TH
348
Timber Hill
Connecticut
$807K -$492K -4,025 -38%
FP
349
FDO Partners
Massachusetts
$805K -$351K -2,871 -30%
Squarepoint
350
Squarepoint
New York
$801K -$1.1M -8,984 -58%
12 13
14
15 16