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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.

New
Increased
Maintained
Reduced
Closed
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
Credit Suisse
Switzerland
+$37.7M
2
Deutsche Bank
Deutsche Bank
Germany
+$37.3M
3
JHIU
Janus Henderson Investors US
Colorado
+$30.6M
4
UBS Group
UBS Group
Switzerland
+$27M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$25.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$122M
2
Ameriprise
Ameriprise
Minnesota
-$108M
3
SAC
Smith Affiliated Capital
New York
-$61.1M
4
Swedbank
Swedbank
Sweden
-$59.1M
5
YCMGA
York Capital Management Global Advisors
New York
-$56.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Group One Trading
501
Group One Trading
Illinois
$218K +$218K +1,782 New
SFA
502
Sequoia Financial Advisors
Ohio
$217K – – –
SWA
503
SFMG Wealth Advisors
Texas
$217K +$1.1K +9 +0.5%
TC
504
Telemus Capital
Michigan
$214K – – –
ATC
505
Argent Trust Co
Tennessee
$214K – – –
NB
506
Nicolet Bankshares
Wisconsin
$211K -$7.22K -59 -3%
MYAM
507
Meiji Yasuda Asset Management
Japan
$209K +$209K +1,710 New
FRM
508
Fox Run Management
Connecticut
$208K +$208K +1,700 New
FFBTD
509
First Financial Bank - Trust Division
Ohio
$207K +$207K +1,690 New
UB
510
UMB Bank
Missouri
$205K +$205K +1,673 New
AFIA
511
America First Investment Advisors
Nebraska
$203K – – –
CIA
512
Capital Investment Advisors
Georgia
$203K +$203K +1,660 New
WF
513
WealthTrust Fairport
Ohio
$202K +$202K +1,652 New
AT
514
Argent Trust
Texas
$201K +$201K +1,646 New
Carson Wealth (CWM LLC)
515
Carson Wealth (CWM LLC)
Nebraska
$200K +$104K +849 +108%
SI
516
Stephens Inc
Arkansas
$200K +$200K +1,637 New
PHK
517
Point72 Hong Kong
Hong Kong
$171K +$171K +1,400 New
TAF
518
Tredje AP-fonden
Sweden
$169K +$62.5K +510 +59%
Twin Tree Management
519
Twin Tree Management
Texas
$167K +$91K +742 +120%
CFG
520
Citizens Financial Group
Rhode Island
$164K – – –
SC
521
SRB Corp
Massachusetts
$162K +$7.69K +63 +5%
NFG
522
Next Financial Group
Texas
$160K +$41.1K +336 +35%
MAM
523
Mizuho Asset Management
Japan
$151K -$64.2K -525 -30%
WT
524
Whittier Trust
California
$149K -$52.5K -430 -26%
PCM
525
Penserra Capital Management
California
$149K +$72.7K +598 +95%
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