ROK icon

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 %
UBWV
401
United Bank (West Virginia)
West Virginia
$438K -$185K -1,826 -30%
SOADOR
402
State of Alaska Department of Revenue
Alaska
$435K – – –
FT
403
Fiduciary Trust
Massachusetts
$432K – – –
CCG
404
Chatham Capital Group
Georgia
$429K -$2.11M -20,787 -83%
GAM
405
Griffin Asset Management
New York
$427K +$427K +4,212 New
LA
406
Lucus Advisors
New York
$422K +$9.94K +98 +2%
FCFC
407
First Commonwealth Financial Corp
Pennsylvania
$420K -$5.67K -56 -1%
FMBTD
408
First Midwest Bank Trust Division
Illinois
$417K +$135K +1,330 +48%
KFA
409
Kays Financial Advisory
Georgia
$416K +$96.5K +950 +30%
MC
410
Moors & Cabot
Massachusetts
$415K -$5.06K -50 -1%
AP
411
AHL Partners
United Kingdom
$414K -$359K -3,541 -46%
CC
412
Curian Capital
Colorado
$411K -$159K -1,570 -28%
WT
413
Whittier Trust
California
$408K -$6.6K -65 -2%
MERSOM
414
Municipal Employees' Retirement System of Michigan
Michigan
$408K – – –
Macquarie Group
415
Macquarie Group
Australia
$406K -$579K -5,700 -59%
BOH
416
Bank of Hawaii
Hawaii
$403K +$83.8K +825 +26%
OC
417
Oarsman Capital
Wisconsin
$401K -$10.2K -100 -2%
SW
418
SVB Wealth
Massachusetts
$399K -$9.24K -91 -2%
RU
419
RobecoSam USA
New York
$396K +$396K +3,900 New
CSIC
420
Clifford Swan Investment Counsel
California
$392K -$10.2K -100 -3%
UCFA
421
United Capital Financial Advisors
Texas
$388K +$9.02K +89 +2%
CB
422
Chemical Bank
Michigan
$386K -$10.2K -100 -3%
PTC
423
Private Trust Company
Ohio
$386K +$9.52K +94 +3%
CA
424
Commerzbank Aktiengesellschaft
Germany
$379K -$1.2M -11,824 -76%
V
425
Veritable
Delaware
$378K -$813 -8 -0.2%
15 16
17
18 19