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Rockwell Automation
ROK

Overview Fund Activity

499 hedge funds and large institutions have $8.45B invested in Rockwell Automation in 2013 Q2 according to their latest regulatory filings, with 499 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+499
Holders Change %
–
% of All Funds
16.29%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.1%
New
499
Increased
–
Reduced
–
Closed
–
Calls
$39.5M
Puts
$32.7M
Net Calls
+$6.78M
Net Calls Change
+$6.78M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
FTIOP
401
Fiduciary Trust International of Pennsylvania
Pennsylvania
$281K +$281K +3,380 New
WT
402
Whittier Trust
California
$280K +$280K +3,370 New
FIM
403
FourPoints Investment Managers
France
$275K +$275K +3,313 New
BC
404
Burney Company
Virginia
$268K +$268K +3,226 New
LWM
405
Lyons Wealth Management
Florida
$260K +$260K +3,125 New
NB
406
NBT Bank
New York
$258K +$258K +3,105 New
JPMPWA
407
J.P. Morgan Private Wealth Advisors
California
$257K +$257K +3,095 New
Truist Financial
408
Truist Financial
North Carolina
$253K +$253K +3,056 New
1IC
409
1919 Investment Counsel
Maryland
$250K +$250K +3,000 New
WTIM
410
Wilmington Trust Investment Management
Delaware
$249K +$249K +2,990 New
MGIA
411
Moneta Group Investment Advisors
Missouri
$249K +$249K +3,000 New
RC
412
RBF Capital
California
$249K +$249K +3,000 New
GVT
413
Genesee Valley Trust
New York
$236K +$236K +2,834 New
Northwestern Mutual Wealth Management
414
Northwestern Mutual Wealth Management
Wisconsin
$236K +$236K +2,838 New
LCM
415
Logan Capital Management
Pennsylvania
$233K +$233K +3,520 New
RB
416
Rodgers Brothers
Pennsylvania
$231K +$231K +2,774 New
DADC
417
D.A. Davidson & Co
Montana
$231K +$231K +2,791 New
APU
418
Alpine Partners USVI
U.S. Virgin Islands
$224K +$224K +2,700 New
CC
419
ClearArc Capital
Ohio
$223K +$223K +2,680 New
CNB
420
City National Bank
California
$221K +$221K +2,662 New
WF
421
Welch & Forbes
Massachusetts
$220K +$220K +2,650 New
AAM
422
Azzad Asset Management
Virginia
$211K +$211K +1,969 New
PSI
423
Pinnacle Summer Investments
Virginia
$203K +$203K +2,440 New
QIM
424
Quest Investment Management
Oregon
$202K +$202K +2,425 New
QT
425
Quantbot Technologies
New York
$202K +$202K +2,436 New
15 16
17
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