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

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$143M
3
SAC
3
Smith Affiliated Capital
New York
$60.5M
4
Primecap Management
4
Primecap Management
California
$126M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$53.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
551
Manchester Capital Management
Vermont
$63K – – –
OFS
552
Orrstown Financial Services
Pennsylvania
$57K – – –
GLI
553
Guardian Life Insurance
New York
$56K -$15.8K -138 -22%
RPG
554
Risk Paradigm Group
Texas
$56K – – –
VCM
555
Versant Capital Management
Arizona
$55K -$2.13K -19 -4%
PSUF
556
People's United Financial
Connecticut
$51K -$578K -5,079 -92%
BC
557
Blackhill Capital
New Jersey
$50K – – –
EDRH
558
Edmond de Rothschild Holding
Switzerland
$46K +$46K +400 New
CFA
559
CT Financial Advisors
Pennsylvania
$45.5K – – –
EMG
560
ETF Managers Group
New Jersey
$39K +$39K +253 New
TCOV
561
Trust Company of Vermont
Vermont
$37K – – –
Royal London Asset Management
562
Royal London Asset Management
United Kingdom
$33K +$32.6K +3,733,496 +7,637%
LWA
563
Lowe Wealth Advisors
Maryland
$32K – – –
CK
564
Carnick & Kubik
Colorado
$31K +$31K +275 New
TWA
565
TCI Wealth Advisors
Arizona
$29K – – –
RFS
566
Rockefeller Financial Services
New York
$29K +$29K +257 New
KPCM
567
Kings Point Capital Management
New York
$28K – – –
TAF
568
Tredje AP-fonden
Sweden
$27K +$27K +240 New
BWP
569
Baldwin Wealth Partners
Massachusetts
$26K +$26K +225 New
NYLT
570
New York Life Trust
New York
$25K -$35.1K -303 -58%
AWM
571
Avior Wealth Management
Nebraska
$23K – – –
OC
572
Oakworth Capital
Alabama
$22K – – –
SIG
573
Stanford Investment Group
California
$20K – – –
MWM
574
MinichMacGregor Wealth Management
New York
$20K +$6.07K +54 +44%
S
575
SignatureFD
Georgia
$19K +$16.5K +145 +659%
21 22
23
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