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Rockwell Automation
ROK

Overview Fund Activity

598 hedge funds and large institutions have $12.7B invested in Rockwell Automation in 2015 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 198 increasing their positions, 208 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+31
Holders Change %
+5.47%
% of All Funds
16.13%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.22%
New
70
Increased
198
Reduced
208
Closed
34
Calls
$77.5M
Puts
$131M
Net Calls
-$53.8M
Net Calls Change
-$60.2M

Top Buyers

1
Swedbank
Swedbank
Sweden
$198M
2
Citadel Advisors
Citadel Advisors
Florida
$121M
3
PP
Prudential plc
United Kingdom
$52.8M
4
Deutsche Bank
Deutsche Bank
Germany
$223M
5
GE
General Electric
Ohio
$67.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.14B
2
BA
BlackRock Advisors
Delaware
$228M
3
State Street
State Street
Massachusetts
$676M
4
WG
Winton Group
United Kingdom
$0
5
Capital Research Global Investors
Capital Research Global Investors
California
$87.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
576
Madden Advisory Services
Florida
$6K +$6K +50 New
SEC
577
Seven Eight Capital
New York
$6K +$6K +50 New
ST
578
Spot Trading
Illinois
$5K – – –
RA
579
Rational Advisors
New York
$5K – – –
RWM
580
Rezny Wealth Management
Florida
$5K +$5K +42 New
AWM
581
AllSquare Wealth Management
New York
$4K – – –
RFA
582
Reilly Financial Advisors
California
$4K – – –
CAL
583
Capital Advisors Ltd
Ohio
$4K +$4K +34 New
FCCM
584
First City Capital Management
Georgia
$3.99K +$3.99K +32 New
AWS
585
Aris Wealth Services
Pennsylvania
$3K – – –
VNA
586
Valley National Advisers
Pennsylvania
$3K – – –
ARMC
587
American Research & Management Company
Massachusetts
$3K – – –
WOC
588
West Oak Capital
California
$2.24K – – –
TRCT
589
Tower Research Capital (TRC)
New York
$2K -$10.8K -81 -84%
QAM
590
QCI Asset Management
New York
$2K – – –
TFO
591
Tarbox Family Office
California
$1K – – –
IWM
592
Integrated Wealth Management
California
$1K – – –
MSFP
593
Mark Sheptoff Financial Planning
Connecticut
$1K +$1K +6 New
UFA
594
US Financial Advisors
Massachusetts
$1K +$1K +8 New
QCG
595
Quadrant Capital Group
Ohio
$1K +$1K +10 New
GXMC
596
Global X Management Company
New York
$1K +$1K +12 New
AT
597
Arden Trust
Delaware
$262 +$262 +2,097 New
UB
598
UMB Bank
Missouri
$203 +$203 +1,629 New
WG
599
Winton Group
United Kingdom
– -$39.4M -339,317 Closed
SIG
600
Senator Investment Group
New York
– -$29M -250,000 Closed
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24
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