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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 %
FC
351
Fayerweather Charles
$917K -$20.5K -152 -2%
Northwestern Mutual Wealth Management
352
Northwestern Mutual Wealth Management
Wisconsin
$913K +$913K +6,787 New
APFBOT
353
Amica Pension Fund Board of Trustees
Rhode Island
$895K – – –
PAG
354
Private Advisor Group
New Jersey
$890K +$137K +969 +18%
LWM
355
Lyons Wealth Management
Florida
$874K -$91.3K -679 -9%
TG
356
Threshold Group
Washington
$864K +$11.3K +84 +1%
BCM
357
Bayesian Capital Management
New York
$860K +$860K +6,400 New
CFB
358
Cullen/Frost Bankers
Texas
$849K -$8.33K -62 -1%
GIA
359
GHP Investment Advisors
Colorado
$843K +$92.1K +686 +12%
IA
360
IFP Advisors
Florida
$843K +$187K +1,391 +29%
WAS
361
Winch Advisory Services
Wisconsin
$828K +$428K +3,182 +107%
PA
362
Pinnacle Associates
New York
$827K +$56.3K +419 +7%
BFA
363
Benedict Financial Advisors
Georgia
$808K +$21K +156 +3%
FP
364
FDO Partners
Massachusetts
$794K -$90.3K -672 -10%
BA
365
Boston Advisors
Massachusetts
$794K +$487K +3,625 +159%
Fifth Third Bancorp
366
Fifth Third Bancorp
Ohio
$785K -$65.7K -489 -8%
VIA
367
Virtus Investment Advisers
Connecticut
$768K +$525K +3,902 +216%
LP
368
LMR Partners
United Kingdom
$757K +$757K +5,627 New
CCG
369
Chatham Capital Group
Georgia
$756K -$26.9K -200 -3%
AIL
370
AGF Investments LLC
Ontario, Canada
$754K +$754K +5,610 New
PAM
371
Paradigm Asset Management
New York
$753K +$605K +4,500 +409%
CIP
372
Chartwell Investment Partners
Pennsylvania
$751K +$182K +1,350 +32%
UBV
373
United Bank (Virginia)
Virginia
$737K – – –
PIA
374
Piedmont Investment Advisors
North Carolina
$734K +$66.5K +495 +10%
TCM
375
Teza Capital Management
Illinois
$732K +$732K +5,448 New
13 14
15
16 17