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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 %
ARMT
551
Amica Retiree Medical Trust
Rhode Island
$136K 1,010 – –
ECM
552
Estabrook Capital Management
New York
$134K 1,000 – –
IIC
553
Integrated Investment Consultants
Michigan
$114K 850 +700 +467%
HDIM
554
Hanson & Doremus Investment Management
Vermont
$111K 824 – –
JCM
555
Jacobi Capital Management
Pennsylvania
$109K 770 – –
MA
556
MUFG Americas
New York
$108K 807 -300 -27%
TCOV
557
Trust Company of Vermont
Vermont
$108K 800 – –
FCFS
558
First Command Financial Services
Texas
$106K 787 +787 New
FCB
559
First Command Bank
Texas
$106K 787 +787 New
CFA
560
Carroll Financial Associates
North Carolina
$102K 765 +39 +5%
AIS
561
Accurate Investment Solutions
Pennsylvania
$96K 715 – –
ST
562
Smithfield Trust
Pennsylvania
$94K 700 – –
FMLI
563
Fukoku Mutual Life Insurance
Japan
$94K 700 +200 +40%
ACM
564
Americafirst Capital Management
California
$93.5K 696 -85 -11%
M
565
MOTCO
Texas
$88K 657 – –
PHK
566
Point72 Hong Kong
Hong Kong
$87K 646 -754 -54%
PA
567
Parallel Advisors
California
$85K 632 +632 New
PCM
568
Prelude Capital Management
New York
$83K 615 +452 +277%
DBT
569
Dubuque Bank & Trust
Iowa
$81K 600 -500 -45%
HI
570
Hudock Inc
Pennsylvania
$80K 600 – –
SQA
571
Simon Quick Advisors
New Jersey
$79K 589 +589 New
WAM
572
Wealthspire Advisors (Maryland)
Maryland
$77K 571 -20 -3%
MCM
573
Manchester Capital Management
Vermont
$74K 550 – –
GWM
574
Geneos Wealth Management
Colorado
$72K 542 -46 -8%
PCP
575
Proficio Capital Partners
Massachusetts
$70K 520 -70 -12%
21 22
23
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