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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 %
LWM
351
Lyons Wealth Management
Florida
$730K -$134K -1,317 -16%
SB
352
Suntrust Banks
Georgia
$727K -$318K -3,135 -30%
BHC
353
Bowen Hanes & Co
Florida
$719K – – –
GIP
354
Granite Investment Partners
California
$699K +$98.9K +975 +16%
CIM
355
Calvert Investment Management
Maryland
$684K +$38K +374 +6%
APFBOT
356
Amica Pension Fund Board of Trustees
Rhode Island
$676K – – –
SI
357
SII Investments
Wisconsin
$675K +$128K +1,260 +24%
PAG
358
Private Advisor Group
New Jersey
$663K -$822K -8,097 -55%
Federated Hermes
359
Federated Hermes
Pennsylvania
$654K +$238K +2,350 +57%
BPCE
360
Bank Pictet & Cie (Europe)
Germany
$644K +$37.5K +370 +6%
Cambridge Investment Research Advisors
361
Cambridge Investment Research Advisors
Iowa
$640K +$110K +1,089 +21%
CAN
362
Cetera Advisor Networks
California
$623K -$83.1K -822 -12%
BF
363
BOK Financial
Oklahoma
$617K +$353K +3,476 +133%
LC
364
Lubar & Co
Wisconsin
$609K – – –
TMAM
365
Tokio Marine Asset Management
Japan
$585K – – –
BNP Paribas Financial Markets
366
BNP Paribas Financial Markets
France
$582K -$551K -5,427 -49%
PSUF
367
People's United Financial
Connecticut
$577K -$149K -1,470 -21%
First Manhattan
368
First Manhattan
New York
$566K – – –
WEC
369
Winslow Evans & Crocker
Massachusetts
$562K +$4.06K +40 +0.7%
Loomis, Sayles & Company
370
Loomis, Sayles & Company
Massachusetts
$560K -$21.7M -213,690 -97%
Fayez Sarofim & Co
371
Fayez Sarofim & Co
Texas
$549K -$71.8K -708 -12%
IGIM
372
I.G. Investment Management
Manitoba, Canada
$548K -$8.83M -87,000 -94%
PGFC
373
Peapack-Gladstone Financial Corp
New Jersey
$539K – – –
OA
374
OFI Advisors
Pennsylvania
$534K +$43.2K +426 +9%
FNBT
375
FineMark National Bank & Trust
Florida
$527K +$40.6K +400 +8%
13 14
15
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