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Rockwell Automation
ROK

Overview Fund Activity

622 hedge funds and large institutions have $11.3B invested in Rockwell Automation in 2016 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 215 increasing their positions, 218 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
622
Holders Change
+23
Holders Change %
+3.84%
% of All Funds
16.6%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
73
Increased
215
Reduced
218
Closed
45
Calls
$122M
Puts
$142M
Net Calls
-$20.3M
Net Calls Change
-$18.8M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$183M
2
EVM
Eaton Vance Management
Massachusetts
$131M
3
Deutsche Bank
Deutsche Bank
Germany
$248M
4
GIM
Generation Investment Management
United Kingdom
$161M
5
CAM
Congress Asset Management
Massachusetts
$56.9M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$143M
3
SAC
Smith Affiliated Capital
New York
$60.5M
4
Primecap Management
Primecap Management
California
$126M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$53.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
526
Next Financial Group
Texas
$110K – – –
MAM
527
Meeder Asset Management
Ohio
$110K +$110K +968 New
CCA
528
Checchi Capital Advisers
California
$106K +$106K +933 New
Fuller & Thaler Asset Management
529
Fuller & Thaler Asset Management
California
$102K -$90.7K -800 -47%
PAM
530
PartnerRe Asset Management
Connecticut
$102K – – –
MAM
531
Mizuho Asset Management
Japan
$99K -$122K -1,055 -55%
CLOS
532
Compagnie Lombard Odier SCmA
Switzerland
$96K -$126K -1,112 -57%
M
533
MOTCO
Texas
$96K -$12.5K -110 -12%
PAIA
534
Park Avenue Institutional Advisers
New York
$95K -$2.63K -23 -3%
HDIM
535
Hanson & Doremus Investment Management
Vermont
$94K -$95.7K -839 -50%
ASN
536
Advisory Services Network
Georgia
$93K -$19.8K -174 -18%
NIPH
537
NN Investment Partners Holdings
Netherlands
$91K +$91K +801 New
Carson Wealth (CWM LLC)
538
Carson Wealth (CWM LLC)
Nebraska
$89K – – –
JG
539
Jefferies Group
New York
$86K -$541K -4,739 -86%
CFA
540
Carroll Financial Associates
North Carolina
$82K +$19.4K +172 +31%
AIS
541
Accurate Investment Solutions
Pennsylvania
$81K +$113 +1 +0.1%
ST
542
Smithfield Trust
Pennsylvania
$80K – – –
PIA
543
Piedmont Investment Advisors
North Carolina
$79.5K – – –
WAM
544
Wealthspire Advisors (Maryland)
Maryland
$71K +$2.28K +20 +3%
GWM
545
Geneos Wealth Management
Colorado
$71K +$71K +629 New
FMLI
546
Fukoku Mutual Life Insurance
Japan
$68K – – –
HI
547
Hudock Inc
Pennsylvania
$68K – – –
EWM
548
Edge Wealth Management
New York
$65K – – –
PCP
549
Proficio Capital Partners
Massachusetts
$65K +$61.5K +542 +1,748%
BFEC
550
Benjamin F. Edwards & Company
Missouri
$64K +$42.7K +376 +201%
20 21
22
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