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Rockwell Automation
ROK

Overview Fund Activity

599 hedge funds and large institutions have $10.4B invested in Rockwell Automation in 2015 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 178 increasing their positions, 235 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
15.73%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
63
Increased
178
Reduced
235
Closed
57
Calls
$40.6M
Puts
$42.2M
Net Calls
-$1.52M
Net Calls Change
+$44.1M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$81M
2
Ameriprise
Ameriprise
Minnesota
+$70.9M
3
WG
Winton Group
United Kingdom
+$70M
4
Lazard Asset Management
Lazard Asset Management
New York
+$58.1M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$30.9M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$171M
2
Bank of America
Bank of America
North Carolina
-$83.8M
3
Primecap Management
Primecap Management
California
-$65.8M
4
GE
General Electric
Ohio
-$53.9M
5
AAMU
AEGON Asset Management (UK)
United Kingdom
-$48.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
376
Veritable
Delaware
$532K +$150K +1,460 +39%
SLG
377
Stanley-Laman Group
Pennsylvania
$527K +$13.9K +135 +3%
RFC
378
Regions Financial Corp
Alabama
$520K +$29.6K +289 +6%
CA
379
Cetera Advisors
Colorado
$518K +$518K +5,046 New
GIA
380
GHP Investment Advisors
Colorado
$517K -$559K -5,455 -52%
NRS
381
Neville Rodie & Shaw
New York
$513K – – –
WSCM
382
Wellington Shields Capital Management
New York
$513K – – –
NED
383
Nancy E. Dempze
$513K +$513K +5,005 New
AA
384
ALPS Advisors
Colorado
$511K -$11K -107 -2%
KRSITF
385
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$507K +$47.6K +464 +10%
JCM
386
Janney Capital Management
Pennsylvania
$499K – – –
UBV
387
United Bank (Virginia)
Virginia
$498K – – –
FT
388
Fiduciary Trust
Massachusetts
$497K +$60K +584 +14%
TMAM
389
Tokio Marine Asset Management
Japan
$495K -$96.3K -938 -16%
WEC
390
Winslow Evans & Crocker
Massachusetts
$493K -$75.3K -734 -13%
IA
391
IFP Advisors
Florida
$493K +$493K +4,806 New
KFA
392
Kays Financial Advisory
Georgia
$487K +$67.2K +655 +16%
SEC
393
Seven Eight Capital
New York
$477K +$472K +4,600 +9,200%
Daiwa Securities Group
394
Daiwa Securities Group
Japan
$472K -$30.8K -300 -6%
NCA
395
NCM Capital Advisers
North Carolina
$471K – – –
LA
396
Lucus Advisors
New York
$467K +$40.2K +392 +9%
GAM
397
Griffin Asset Management
New York
$463K +$31.1K +303 +7%
1SB
398
1ST Source Bank
Indiana
$462K – – –
BTW
399
Boston Trust Walden
Massachusetts
$462K – – –
FCFC
400
First Commonwealth Financial Corp
Pennsylvania
$456K +$31.4K +307 +7%
14 15
16
17 18