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Rockwell Automation
ROK

Overview Fund Activity

655 hedge funds and large institutions have $12.6B invested in Rockwell Automation in 2016 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 190 increasing their positions, 256 reducing their positions, and 45 closing their positions.

Holders
655
Holders Change
+30
Holders Change %
+4.8%
% of All Funds
16.4%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
85
Increased
190
Reduced
256
Closed
45
Calls
$122M
Puts
$61.1M
Net Calls
+$61M
Net Calls Change
+$30.1M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$177M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$82.7M
3
DZ Bank
3
DZ Bank
Germany
$76.2M
4
Millennium Management
4
Millennium Management
New York
$65.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$199M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$491M
2
Harris Associates
2
Harris Associates
Illinois
$129M
3
GIM
3
Generation Investment Management
United Kingdom
$0
4
EVM
4
Eaton Vance Management
Massachusetts
$34.2M
5
CLM
5
ClearBridge LLC (Maryland)
Maryland
$17K
Name Market Value Shares Shares
Change 		Shares
Change %
SI
526
Stephens Inc
Arkansas
$222K 1,653 +16 +1%
FAAS
527
First Allied Advisory Services
California
$221K 1,643 +1,643 New
NIPH
528
NN Investment Partners Holdings
Netherlands
$219K 1,624 -1,013 -38%
NPC
529
National Planning Corporation
California
$219K 1,482 +1,482 New
II
530
IFM Investors
Australia
$219K 1,630 +1,630 New
PWW
531
Pettyjohn Wood & White
Virginia
$216K 1,610 +1,610 New
EA
532
Edge Advisors
Georgia
$216K 1,616 +1,616 New
AT
533
Argent Trust
Texas
$215K 1,598 -48 -3%
CSA
534
Cottage Street Advisors
Massachusetts
$215K 1,600 +1,600 New
Los Angeles Capital Management
535
Los Angeles Capital Management
California
$209K 1,556 +1,556 New
WA
536
WealthTrust Axiom
Pennsylvania
$209K 1,562 +1,562 New
WB
537
Webster Bank
Connecticut
$208K 1,550 +1,550 New
TIA
538
Tiemann Investment Advisors
California
$205K 1,525 +1,525 New
AIA
539
Avalon Investment & Advisory
Texas
$204K 1,516 +1,516 New
DP
540
Dearborn Partners
Illinois
$203K 1,513 +1,513 New
KBFS
541
Kohmann Bosshard Financial Services
Ohio
$202K 1,324 +1,324 New
FMT
542
First Mercantile Trust
Tennessee
$200K 1,488 -574 -28%
PI
543
PineBridge Investments
New York
$196K 1,461 -2,338 -62%
CF
544
CenterStar Fund
Illinois
– – – –
CFG
545
Citizens Financial Group
Rhode Island
$181K 1,344 – –
WT
546
Whittier Trust
California
$164K 1,220 – –
VIA
547
Vantage Investment Advisors
Pennsylvania
$160K 1,188 – –
JFGIW
548
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$158K 1,177 -14 -1%
NFG
549
Next Financial Group
Texas
$156K 1,163 -146 -11%
BC
550
Bartlett & Co
Ohio
$148K 1,100 – –
20 21
22
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