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Rockwell Automation
ROK

Overview Fund Activity

655 hedge funds and large institutions have $12.6B invested in Rockwell Automation in 2016 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 190 increasing their positions, 256 reducing their positions, and 45 closing their positions.

Holders
655
Holders Change
+30
Holders Change %
+4.8%
% of All Funds
16.4%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
85
Increased
190
Reduced
256
Closed
45
Calls
$122M
Puts
$61.1M
Net Calls
+$61M
Net Calls Change
+$30.1M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$177M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$82.7M
3
DZ Bank
3
DZ Bank
Germany
$76.2M
4
Millennium Management
4
Millennium Management
New York
$65.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$199M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$491M
2
Harris Associates
2
Harris Associates
Illinois
$129M
3
GIM
3
Generation Investment Management
United Kingdom
$0
4
EVM
4
Eaton Vance Management
Massachusetts
$34.2M
5
CLM
5
ClearBridge LLC (Maryland)
Maryland
$17K
Name Market Value Shares Shares
Change 		Shares
Change %
CIP
26
Champlain Investment Partners
Vermont
$102M 760,265 +31,820 +4%
PI
27
PGGM Investments
Netherlands
$82.9M 616,750 -96,578 -14%
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$82.7M 615,371 +615,371 New
BA
29
BlackRock Advisors
Delaware
$81M 602,662 -106,057 -15%
Legal & General Group
30
Legal & General Group
United Kingdom
$80.1M 596,008 -5,369 -0.9%
CS
31
Credit Suisse
Switzerland
$78.1M 581,379 -349,026 -38%
DZ Bank
32
DZ Bank
Germany
$76.2M 566,849 +566,849 New
PP
33
Prudential plc
United Kingdom
$75M 558,305 -3,905 -0.7%
Charles Schwab
34
Charles Schwab
California
$74.6M 555,102 +15,831 +3%
SAC
35
Smith Affiliated Capital
New York
– – – –
TCIM
36
TIAA CREF Investment Management
New York
$68.3M 508,547 +153,444 +43%
Grantham, Mayo, Van Otterloo & Co (GMO)
37
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$66.7M 496,402 +29,804 +6%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$65.3M 485,513 -5,199 -1%
Millennium Management
39
Millennium Management
New York
$65.2M 485,486 +441,440 +1,002%
ClearBridge Investments
40
ClearBridge Investments
New York
$64.8M 482,272 -68,614 -12%
O
41
OppenheimerFunds
New York
$63.3M 470,848 +114,564 +32%
Morgan Stanley
42
Morgan Stanley
New York
$62.1M 462,082 +311,848 +208%
Marshall Wace
43
Marshall Wace
United Kingdom
$61.1M 454,675 +180,365 +66%
Capital Research Global Investors
44
Capital Research Global Investors
California
$60.5M 450,000 – –
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$60.4M 449,484 -2,800 -0.6%
CAM
46
Congress Asset Management
Massachusetts
$59.3M 441,302 -37,002 -8%
GF
47
Gabelli Funds
New York
$59.1M 439,400 -46,000 -9%
AllianceBernstein
48
AllianceBernstein
Tennessee
$57.2M 425,944 -584 -0.1%
AQR Capital Management
49
AQR Capital Management
Connecticut
$54.6M 406,605 +1,732 +0.4%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$54.3M 403,863 +310,928 +335%
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