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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 %
OFS
576
Orrstown Financial Services
Pennsylvania
$67K 502 – –
AIM
577
Acrospire Investment Management
Illinois
$67K 500 +500 New
GLI
578
Guardian Life Insurance
New York
$66K 489 – –
FAN
579
Financial Advisors Network
California
$64.6K 431 +431 New
VCM
580
Versant Capital Management
Arizona
$63K 474 -14 -3%
PSUF
581
People's United Financial
Connecticut
$60K 448 – –
EWM
582
Edge Wealth Management
New York
$60K 450 – –
BC
583
Blackhill Capital
New Jersey
$56K 418 -22 -5%
EDRH
584
Edmond de Rothschild Holding
Switzerland
$54K 400 – –
CFA
585
CT Financial Advisors
Pennsylvania
$53.8K 400 – –
CHP
586
Cable Hill Partners
Oregon
$50K 375 – –
IUHSA
587
Itau Unibanco Holding S.A.
Brazil
$50K 370 +370 New
CPA
588
Clear Perspective Advisors
Illinois
$50K 375 +375 New
MRCM
589
M&R Capital Management
New Jersey
$46K 347 +2 +0.6%
LYV
590
Live Your Vision
Pennsylvania
$44K 325 – –
LWA
591
Lowe Wealth Advisors
Maryland
$38K 282 – –
BFEC
592
Benjamin F. Edwards & Company
Missouri
$37K 275 -46 -14%
TWA
593
TCI Wealth Advisors
Arizona
$35K 257 – –
KPCM
594
Kings Point Capital Management
New York
$34K 250 – –
RWA
595
Ropes Wealth Advisors
Massachusetts
$34K 250 +130 +108%
AssetMark Inc
596
AssetMark Inc
California
$30K 220 -14 -6%
EWM
597
Evercore Wealth Management
New York
$28K 214 -90 -30%
AWM
598
Avior Wealth Management
Nebraska
$27K 201 – –
OC
599
Oakworth Capital
Alabama
$26K 195 – –
CAW
600
Cornerstone Advisors (Washington)
Washington
$25K 189 – –
22 23
24
25 26