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Rockwell Automation
ROK

Overview Fund Activity

625 hedge funds and large institutions have $11.7B invested in Rockwell Automation in 2016 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 216 increasing their positions, 211 reducing their positions, and 38 closing their positions.

Holders
625
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
16.7%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.19%
New
50
Increased
216
Reduced
211
Closed
38
Calls
$60.4M
Puts
$29.5M
Net Calls
+$30.9M
Net Calls Change
-$18.3M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$114M
2
Deutsche Bank
2
Deutsche Bank
Germany
$216M
3
JHIU
3
Janus Henderson Investors US
Colorado
$35.6M
4
UBS Group
4
UBS Group
Switzerland
$599M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$11.4M
2
Ameriprise
2
Ameriprise
Minnesota
$35.4M
3
SAC
3
Smith Affiliated Capital
New York
$65.1M
4
Swedbank
4
Swedbank
Sweden
$168M
5
YCMGA
5
York Capital Management Global Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Victory Capital Management
26
Victory Capital Management
Texas
$98.5M 805,312 +158,156 +24%
CIP
27
Champlain Investment Partners
Vermont
$89.1M 728,445 +99,050 +16%
PI
28
PGGM Investments
Netherlands
$87.3M 713,328 -3,030 -0.4%
CLM
29
ClearBridge LLC (Maryland)
Maryland
$86.9M 709,930 -47,910 -6%
BA
30
BlackRock Advisors
Delaware
$86.7M 708,719 -79,260 -10%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$75.6M 617,646 +20,198 +3%
Legal & General Group
32
Legal & General Group
United Kingdom
$73.6M 601,377 -185 -0%
PP
33
Prudential plc
United Kingdom
$68.8M 562,210 -8,601 -2%
Goldman Sachs
34
Goldman Sachs
New York
$68.2M 557,112 -101,943 -15%
ClearBridge Investments
35
ClearBridge Investments
New York
$67.4M 550,886 +53,835 +11%
Charles Schwab
36
Charles Schwab
California
$66M 539,271 +28,185 +6%
SAC
37
Smith Affiliated Capital
New York
– – – –
Neuberger Berman Group
38
Neuberger Berman Group
New York
$60M 490,712 -21,364 -4%
GF
39
Gabelli Funds
New York
$59.4M 485,400 -15,000 -3%
CAM
40
Congress Asset Management
Massachusetts
$58.5M 478,304 -12,558 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
41
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$57.1M 466,598 -101,025 -18%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$55.3M 452,284 +11,341 +3%
Capital Research Global Investors
43
Capital Research Global Investors
California
$55.1M 450,000 – –
AllianceBernstein
44
AllianceBernstein
Tennessee
$52.2M 426,528 -5,493 -1%
AQR Capital Management
45
AQR Capital Management
Connecticut
$49.5M 404,873 +13,686 +3%
Robeco Institutional Asset Management
46
Robeco Institutional Asset Management
Netherlands
$48.6M 397,450 -6,869 -2%
AAM
47
Aberdeen Asset Management
United Kingdom
$47.9M 391,235 -649 -0.2%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$45.8M 374,739 -50,375 -12%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$44.5M 363,907 -1,120 -0.3%
Swiss National Bank
50
Swiss National Bank
Switzerland
$44.2M 361,136 -7,200 -2%
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