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Rockwell Automation
ROK

Overview Fund Activity

598 hedge funds and large institutions have $12.7B invested in Rockwell Automation in 2015 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 198 increasing their positions, 208 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+31
Holders Change %
+5.47%
% of All Funds
16.13%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.22%
New
70
Increased
198
Reduced
208
Closed
34
Calls
$77.5M
Puts
$131M
Net Calls
-$53.8M
Net Calls Change
-$60.2M

Top Buyers

1
Swedbank
Swedbank
Sweden
$198M
2
Citadel Advisors
Citadel Advisors
Florida
$121M
3
PP
Prudential plc
United Kingdom
$52.8M
4
Deutsche Bank
Deutsche Bank
Germany
$223M
5
GE
General Electric
Ohio
$67.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.14B
2
BA
BlackRock Advisors
Delaware
$228M
3
State Street
State Street
Massachusetts
$676M
4
WG
Winton Group
United Kingdom
$0
5
Capital Research Global Investors
Capital Research Global Investors
California
$87.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
476
WBH Advisory
Maryland
$248K – – –
NB
477
NBT Bank
New York
$246K – – –
HB
478
Homrich & Berg
Georgia
$244K +$244K +1,959 New
MBTD
479
Mechanics Bank - Trust Department
California
$243K – – –
GLA
480
Great Lakes Advisors
Illinois
$236K -$31.8K -256 -12%
CLOS
481
Compagnie Lombard Odier SCmA
Switzerland
$234K -$8.58K -69 -4%
Los Angeles Capital Management
482
Los Angeles Capital Management
California
$233K – – –
PCM
483
Palisade Capital Management
New Jersey
$233K +$233K +1,871 New
SCA
484
Stonebridge Capital Advisors
Minnesota
$227K – – –
TCOV
485
Trust Company of Vermont
Vermont
$226K +$226K +1,811 New
KIA
486
KCM Investment Advisors
California
$223K – – –
EB
487
Eastern Bank
Massachusetts
$222K -$12.5K -100 -5%
FAM
488
Formidable Asset Management
Ohio
$222K – – –
SWP
489
Stratos Wealth Partners
Ohio
$221K +$3.24K +26 +1%
MFS
490
MSI Financial Services
Massachusetts
$219K -$90.5K -725 -29%
GKIM
491
GW&K Investment Management
Massachusetts
$214K +$214K +1,716 New
Fuller & Thaler Asset Management
492
Fuller & Thaler Asset Management
California
$212K +$49.9K +400 +31%
FFBTD
493
First Financial Bank - Trust Division
Ohio
$211K +$211K +1,690 New
KA
494
KLCM Advisors
Wisconsin
$211K +$211K +1,691 New
PA
495
Pinnacle Associates
New York
$209K -$80.9K -650 -28%
WA
496
WealthTrust Axiom
Pennsylvania
$209K +$209K +1,682 New
AFIA
497
America First Investment Advisors
Nebraska
$206K – – –
BA
498
Boston Advisors
Massachusetts
$204K +$204K +1,635 New
CIA
499
Capital Investment Advisors
Georgia
$204K +$204K +1,636 New
PWW
500
Pettyjohn Wood & White
Virginia
$201K +$201K +1,610 New
18 19
20
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