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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
$354M
3
GIM
Generation Investment Management
United Kingdom
$82M
4
Renaissance Technologies
Renaissance Technologies
New York
$41.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$35.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$737M
2
Citadel Advisors
Citadel Advisors
Florida
$21.1M
3
BA
BlackRock Advisors
Delaware
$110M
4
AAMU
Amundi Asset Management US
Massachusetts
$0
5
Deutsche Bank
Deutsche Bank
Germany
$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC
476
Park National Corp
Ohio
$236K -$1.62K -16 -0.7%
MC
477
Middleton & Co
Massachusetts
$234K – – –
HCM
478
Howland Capital Management
Massachusetts
$233K -$8.61K -85 -4%
BC
479
Burney Company
Virginia
$232K – – –
AP
480
Advisor Partners
California
$230K -$3.35K -33 -1%
QIM
481
Quest Investment Management
Oregon
$227K – – –
PA
482
Profund Advisors
Maryland
$226K -$84.7K -834 -27%
NLI
483
Nippon Life Insurance
Japan
$223K – – –
SFT
484
Simmons First Trust
Arkansas
$223K – – –
FWP
485
FAS Wealth Partners
Kansas
$218K – – –
CPS
486
Counsel Portfolio Services
Ontario, Canada
$213K – – –
RJT
487
Raymond James Trust
Florida
$209K – – –
N
488
Natixis
France
$206K +$206K +2,027 New
CB
489
Community Bank
New York
$203K – – –
ATN
490
AMF Tjänstepension
Sweden
$203K – – –
HCM
491
Hengehold Capital Management
Ohio
$203K +$203K +2,000 New
NB
492
NBT Bank
New York
$201K – – –
CLOS
493
Compagnie Lombard Odier SCmA
Switzerland
$199K +$7.82K +77 +4%
MFS
494
MSI Financial Services
Massachusetts
$186K +$7.92K +78 +4%
IC
495
IKOS CIF
Cyprus
$186K +$186K +1,600 New
Fuller & Thaler Asset Management
496
Fuller & Thaler Asset Management
California
$172K – – –
AFIA
497
America First Investment Advisors
Nebraska
$168K – – –
RFS
498
Rockefeller Financial Services
New York
$162K +$162K +1,600 New
BBHC
499
Brown Brothers Harriman & Co
New York
$161K – – –
MAM
500
Mizuho Asset Management
Japan
$159K +$25.4K +250 +19%
18 19
20
21 22