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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
$114M
2
Deutsche Bank
Deutsche Bank
Germany
$216M
3
JHIU
Janus Henderson Investors US
Colorado
$35.6M
4
UBS Group
UBS Group
Switzerland
$599M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$11.4M
2
Ameriprise
Ameriprise
Minnesota
$35.4M
3
SAC
Smith Affiliated Capital
New York
$65.1M
4
Swedbank
Swedbank
Sweden
$168M
5
YCMGA
York Capital Management Global Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
551
Geneos Wealth Management
Colorado
$71K -$5.07K -42 -7%
MCM
552
Manchester Capital Management
Vermont
$67K – – –
CF
553
CenterStar Fund
Illinois
$62K -$364K – –
FMLI
554
Fukoku Mutual Life Insurance
Japan
$61K -$12.2K -100 -17%
OFS
555
Orrstown Financial Services
Pennsylvania
$61K – – –
RPG
556
Risk Paradigm Group
Texas
$60.2K – – –
GLI
557
Guardian Life Insurance
New York
$60K – – –
VCM
558
Versant Capital Management
Arizona
$59K – – –
PSUF
559
People's United Financial
Connecticut
$55K – – –
EWM
560
Edge Wealth Management
New York
$55K – – –
BC
561
Blackhill Capital
New Jersey
$54K – – –
EDRH
562
Edmond de Rothschild Holding
Switzerland
$49K – – –
EDRS
563
Edmond de Rothschild (Suisse)
Switzerland
$49K – – –
CFA
564
CT Financial Advisors
Pennsylvania
$48.9K – – –
S
565
SignatureFD
Georgia
$45K +$10.7K +88 +31%
JFA
566
JNBA Financial Advisors
Minnesota
$45K +$45K +369 New
CHP
567
Cable Hill Partners
Oregon
$45K +$45K +375 New
TCIM
568
TIAA CREF Investment Management
New York
$43.4K -$7.88K -64,437 -15%
MRCM
569
M&R Capital Management
New Jersey
$42K +$243 +2 +0.6%
LYV
570
Live Your Vision
Pennsylvania
$40K +$40K +325 New
BFEC
571
Benjamin F. Edwards & Company
Missouri
$39K -$45.7K -376 -54%
EWM
572
Evercore Wealth Management
New York
$38K +$33.4K +267 +722%
IWM
573
Integrated Wealth Management
California
$36K +$35K +283 +3,538%
LWA
574
Lowe Wealth Advisors
Maryland
$34K – – –
TWA
575
TCI Wealth Advisors
Arizona
$31K -$241 -2 -0.8%
21 22
23
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