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Rockwell Automation
ROK

Overview Fund Activity

567 hedge funds and large institutions have $11.8B invested in Rockwell Automation in 2015 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 187 increasing their positions, 208 reducing their positions, and 48 closing their positions.

Holders
567
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
15.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
50
Increased
187
Reduced
208
Closed
48
Calls
$54.1M
Puts
$47.7M
Net Calls
+$6.36M
Net Calls Change
+$1.23M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$442M
2
ATO
2
Alecta Tjanstepension Omsesidigt
Sweden
$320M
3
Ameriprise
3
Ameriprise
Minnesota
$204M
4
Bessemer Group
4
Bessemer Group
New Jersey
$54.8M
5
MAM
5
Marketfield Asset Management
New York
$53.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$229M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$111M
3
Franklin Resources
3
Franklin Resources
California
$126M
4
EVM
4
Eaton Vance Management
Massachusetts
$29.8M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
526
Acuity Investment Management
Ontario, Canada
$23K 200 – –
RAM
527
Riggs Asset Management
Pennsylvania
$23K 200 – –
OC
528
Oakworth Capital
Alabama
$23K 195 – –
CAW
529
Cornerstone Advisors (Washington)
Washington
$22K 186 +159 +589%
SIG
530
Stanford Investment Group
California
$20K 172 – –
WTC
531
WhitTier Trust Company
Nevada
$19K 163 – –
AIM
532
Advantage Investment Management
Iowa
$18K 154 -288 -65%
FHA
533
First Horizon Advisors
Tennessee
$18K 160 – –
AH
534
Achievement Holdings
Illinois
$17.4K 150,000 +150,000 New
SNT
535
Security National Trust
West Virginia
$17K 150 – –
Manulife (Manufacturers Life Insurance)
536
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.1K 138,787 -4,838 -3%
IPC
537
Independent Portfolio Consultants
Florida
$16K 137 +17 +14%
MCM
538
MV Capital Management
Maryland
$14K 123 – –
FFC
539
First Financial Corp
Indiana
$13K 108 – –
RFS
540
Rockefeller Financial Services
New York
$13K 112 +112 New
ZB
541
Zions Bancorporation
Utah
$13K 115 +115 New
JWA
542
JFS Wealth Advisors
Pennsylvania
$12K 100 – –
TRCT
543
Tower Research Capital (TRC)
New York
$11K 96 -868 -90%
TDC
544
Thompson Davis & Co
Virginia
$10K 87 +3 +4%
EWM
545
Evercore Wealth Management
New York
$10K 87 +28 +47%
GAM
546
Gemmer Asset Management
California
$9K 76 – –
HR
547
Howe & Rusling
New York
$9K 79 – –
TFA
548
Transamerica Financial Advisors
Florida
$9K 75 – –
S
549
SignatureFD
Georgia
$7K 57 +6 +12%
CHP
550
Cable Hill Partners
Oregon
$6K 50 -37 -43%
20 21
22
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