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Rockwell Automation
ROK

Overview Fund Activity

655 hedge funds and large institutions have $12.6B invested in Rockwell Automation in 2016 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 190 increasing their positions, 256 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+30
Holders Change %
+4.8%
% of All Funds
16.4%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
85
Increased
190
Reduced
256
Closed
45
Calls
$122M
Puts
$61.1M
Net Calls
+$61M
Net Calls Change
+$30.1M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$177M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$82.7M
3
Millennium Management
3
Millennium Management
New York
$65.2M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$199M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$49.2M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$491M
2
Harris Associates
2
Harris Associates
Illinois
$129M
3
GIM
3
Generation Investment Management
United Kingdom
$0
4
EVM
4
Eaton Vance Management
Massachusetts
$34.2M
5
CLM
5
ClearBridge LLC (Maryland)
Maryland
$17K
Name Holding Trade Value Shares
Change 		Shares
Change %
SMG
326
Spectrum Management Group
Indiana
$1.12M +$1.12M +8,300 New
MCM
327
Murphy Capital Management
New Jersey
$1.11M +$17.5K +130 +2%
HK
328
Horizon Kinetics
New York
$1.1M -$6.72K -50 -0.6%
William Blair & Company
329
William Blair & Company
Illinois
$1.09M -$82.5K -614 -7%
LSERS
330
Louisiana State Employees Retirement System
Louisiana
$1.09M -$13.4K -100 -1%
WA
331
WealthTrust-Arizona
Arizona
$1.07M – – –
GIP
332
Granite Investment Partners
California
$1.07M +$2.02K +15 +0.2%
Macquarie Group
333
Macquarie Group
Australia
$1.06M +$524K +3,900 +98%
AG
334
Advisor Group
Arizona
$1.06M -$275K -2,045 -21%
NB
335
Norinchukin Bank
Japan
$1.05M +$115K +853 +12%
CPIM
336
Columbia Partners Investment Management
Virginia
$1.04M -$52.1K -388 -5%
JDR
337
Jay D. Rosenbaum
$1.03M +$131K +970 +14%
Voloridge Investment Management
338
Voloridge Investment Management
Florida
$1.02M -$5.05M -37,588 -83%
IG
339
ING Group
Netherlands
$997K +$997K +7,393 New
CG
340
Cutler Group
California
$995K +$995K +7,410 New
DRD
341
Dennis R. Delaney
$993K – – –
COPPSERS
342
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$988K -$5.24K -39 -0.5%
CSS
343
Cubist Systematic Strategies
Connecticut
$979K -$1.29M -9,598 -57%
SRP
344
Saddle Road Partners
Nebraska
$973K -$3.4M -25,298 -78%
Loomis, Sayles & Company
345
Loomis, Sayles & Company
Massachusetts
$964K -$11.4K -85 -1%
ERSOT
346
Employees Retirement System of Texas
Texas
$941K -$1.08M -8,000 -53%
Cambridge Investment Research Advisors
347
Cambridge Investment Research Advisors
Iowa
$934K -$56.2K -418 -6%
SB
348
Suntrust Banks
Georgia
$927K -$41.6K -310 -4%
JPMPWA
349
J.P. Morgan Private Wealth Advisors
California
$924K -$46.4K -345 -5%
NBG
350
Nancy B. Gardiner
$921K +$13.4K +100 +1%
12 13
14
15 16