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Rockwell Automation
ROK

Overview Fund Activity

601 hedge funds and large institutions have $10.4B invested in Rockwell Automation in 2015 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 217 increasing their positions, 209 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+3
Holders Change %
+0.5%
% of All Funds
16.8%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
56
Increased
217
Reduced
209
Closed
51
Calls
$68.7M
Puts
$114M
Net Calls
-$45.6M
Net Calls Change
+$8.23M

Top Buyers

1
FMI
Fiduciary Management Inc
Wisconsin
$157M
2
Lazard Asset Management
Lazard Asset Management
New York
$354M
3
GIM
Generation Investment Management
United Kingdom
$82M
4
Renaissance Technologies
Renaissance Technologies
New York
$41.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$35.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$737M
2
Citadel Advisors
Citadel Advisors
Florida
$21.1M
3
BA
BlackRock Advisors
Delaware
$110M
4
AAMU
Amundi Asset Management US
Massachusetts
$0
5
Deutsche Bank
Deutsche Bank
Germany
$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
576
Gemmer Asset Management
California
$8K – – –
AA
577
ALPS Advisors
Colorado
$5.16K +$66 +65 +1%
MAS
578
Madden Advisory Services
Florida
$5K – – –
PFSC
579
Peoples Financial Services Corp
Pennsylvania
$5K – – –
SEC
580
Seven Eight Capital
New York
$5K – – –
DAM
581
Delta Asset Management
Tennessee
$5K – – –
SIM
582
Sonora Investment Management
Arizona
$5K +$5K +46 New
PG
583
Patten Group
Tennessee
$4.77K +$4.77K +47 New
EWM
584
Evercore Wealth Management
New York
$4K -$78.4K -725 -95%
AWM
585
AllSquare Wealth Management
New York
$4K – – –
RA
586
Rational Advisors
New York
$4K – – –
PFBT
587
Parkside Financial Bank & Trust
Missouri
$4K +$4K +37 New
FCCM
588
First City Capital Management
Georgia
$3.25K – – –
CHP
589
Cable Hill Partners
Oregon
$3K -$3.52K -27 -54%
VNA
590
Valley National Advisers
Pennsylvania
$3K – – –
AWS
591
Aris Wealth Services
Pennsylvania
$3K – – –
RFA
592
Reilly Financial Advisors
California
$3K – – –
ARMC
593
American Research & Management Company
Massachusetts
$3K – – –
CAL
594
Capital Advisors Ltd
Ohio
$3K – – –
GXMC
595
Global X Management Company
New York
$2K +$588 +5 +42%
BCFS
596
Butensky & Cohen Financial Security
Florida
$2K +$2K +24 New
WOC
597
West Oak Capital
California
$1.83K – – –
IWM
598
Integrated Wealth Management
California
$1K – – –
UFA
599
US Financial Advisors
Massachusetts
$1K – – –
QAM
600
QCI Asset Management
New York
$1K – – –
22 23
24
25 26