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Rockwell Automation
ROK

Overview Fund Activity

567 hedge funds and large institutions have $11.8B invested in Rockwell Automation in 2015 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 187 increasing their positions, 208 reducing their positions, and 48 closing their positions.

Holders
567
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
15.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
50
Increased
187
Reduced
208
Closed
48
Calls
$54.1M
Puts
$47.7M
Net Calls
+$6.36M
Net Calls Change
+$1.23M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$442M
2
ATO
2
Alecta Tjanstepension Omsesidigt
Sweden
$320M
3
Ameriprise
3
Ameriprise
Minnesota
$204M
4
Bessemer Group
4
Bessemer Group
New Jersey
$54.8M
5
MAM
5
Marketfield Asset Management
New York
$53.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$229M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$111M
3
Franklin Resources
3
Franklin Resources
California
$126M
4
EVM
4
Eaton Vance Management
Massachusetts
$29.8M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
WPW
451
Waldron Private Wealth
Pennsylvania
$272K 2,344 – –
BSW
452
Buckingham Strategic Wealth
Missouri
$272K 2,342 +284 +14%
ICAS
453
Investors Capital Advisory Services
Massachusetts
$271K 2,341 +2,341 New
PA
454
Pinnacle Associates
New York
$270K 2,329 -225 -9%
KFC
455
Klingenstein Fields & Co
New York
$268K 2,310 -1,000 -30%
MC
456
Middleton & Co
Massachusetts
$268K 2,311 – –
Bank of Nova Scotia
457
Bank of Nova Scotia
Ontario, Canada
$267K 2,305 +80 +4%
AP
458
Advisor Partners
California
$267K 2,301 +269 +13%
QIM
459
Quest Investment Management
Oregon
$259K 2,235 – –
QIM
460
Quantitative Investment Management
Virginia
$255K 2,200 -1,100 -33%
NLI
461
Nippon Life Insurance
Japan
$255K 2,196 – –
GLA
462
Great Lakes Advisors
Illinois
$250K 2,153 +111 +5%
RJT
463
Raymond James Trust
Florida
$245K 2,108 +2,108 New
BRWM
464
B. Riley Wealth Management
Tennessee
$243K 2,100 +2,100 New
NB
465
NBT Bank
New York
$229K 1,975 – –
MBTD
466
Mechanics Bank - Trust Department
California
$226K 1,947 – –
CLOS
467
Compagnie Lombard Odier SCmA
Switzerland
$226K 1,951 +1,882 +2,728%
FWP
468
FAS Wealth Partners
Kansas
$226K 1,949 +1,949 New
EB
469
Eastern Bank
Massachusetts
$218K 1,881 – –
Los Angeles Capital Management
470
Los Angeles Capital Management
California
$217K 1,870 -400 -18%
FAM
471
Formidable Asset Management
Ohio
$217K 1,785 – –
SCA
472
Stonebridge Capital Advisors
Minnesota
$211K 1,819 – –
KIA
473
KCM Investment Advisors
California
$208K 1,793 +1,793 New
SWP
474
Stratos Wealth Partners
Ohio
$202K 1,747 +1,747 New
FNBT
475
FineMark National Bank & Trust
Florida
$197K 1,704 +182 +12%
17 18
19
20 21