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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 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 219 increasing their positions, 202 reducing their positions, and 35 closing their positions.

Holders
622
Holders Change
–
Holders Change %
0%
% of All Funds
16.62%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
44
Increased
219
Reduced
202
Closed
35
Calls
$99.7M
Puts
$50.5M
Net Calls
+$49.2M
Net Calls Change
+$69.5M

Top Buyers

1
O
1
OppenheimerFunds
New York
$59.8M
2
YCMGA
2
York Capital Management Global Advisors
New York
$56.4M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$549M
4
Norges Bank
4
Norges Bank
Norway
$148M
5
UBS Group
5
UBS Group
Switzerland
$536M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$5.22M
2
Ameriprise
2
Ameriprise
Minnesota
$135M
3
Deutsche Bank
3
Deutsche Bank
Germany
$168M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.57M
5
SAC
5
Smith Affiliated Capital
New York
$61.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
576
MinichMacGregor Wealth Management
New York
$21K +$1.43K +13 +7%
SIG
577
Stanford Investment Group
California
$20K – – –
BAM
578
Bruderman Asset Management
New York
$17K – – –
IIC
579
Integrated Investment Consultants
Michigan
$17K – – –
SNT
580
Security National Trust
West Virginia
$17K – – –
BIG
581
Bellwether Investment Group
Tennessee
$17K +$17K +148 New
WTC
582
WhitTier Trust Company
Nevada
$15K – – –
CFA
583
Camarda Financial Advisors
Florida
$15K +$15K +129 New
TC
584
Trust Company
Kansas
$12K – – –
ZB
585
Zions Bancorporation
Utah
$12K – – –
JWA
586
JFS Wealth Advisors
Pennsylvania
$11K – – –
SBL
587
Sargent Bickham Lagudis
Colorado
$11K – – –
GAM
588
Gemmer Asset Management
California
$9K – – –
HR
589
Howe & Rusling
New York
$8K – – –
TDC
590
Thompson Davis & Co
Virginia
$8K +$8K +70 New
PCM
591
Prelude Capital Management
New York
$8K +$8K +74 New
EFSCE
592
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
RWA
593
Ropes Wealth Advisors
Massachusetts
$7K +$7K +60 New
AIM
594
Advantage Investment Management
Iowa
$6K -$11.1K -100 -65%
MCM
595
MV Capital Management
Maryland
$6K -$8.76K -73 -59%
PFSC
596
Peoples Financial Services Corp
Pennsylvania
$6K – – –
NCM
597
Nelson Capital Management
California
$6K – – –
DAM
598
Delta Asset Management
Tennessee
$6K – – –
FPFS
599
First Personal Financial Services
North Carolina
$6K +$6K +48 New
CCM
600
Cribstone Capital Management
Maine
$6K +$6K +49 New
22 23
24
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