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Rockwell Automation
ROK

Overview Fund Activity

567 hedge funds and large institutions have $11.8B invested in Rockwell Automation in 2015 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 187 increasing their positions, 208 reducing their positions, and 48 closing their positions.

Holders
567
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
15.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
50
Increased
187
Reduced
208
Closed
48
Calls
$54.1M
Puts
$47.7M
Net Calls
+$6.36M
Net Calls Change
+$1.23M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$442M
2
ATO
2
Alecta Tjanstepension Omsesidigt
Sweden
$320M
3
Ameriprise
3
Ameriprise
Minnesota
$204M
4
Bessemer Group
4
Bessemer Group
New Jersey
$54.8M
5
MAM
5
Marketfield Asset Management
New York
$53.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$229M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$111M
3
Franklin Resources
3
Franklin Resources
California
$126M
4
EVM
4
Eaton Vance Management
Massachusetts
$29.8M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
MCWS
601
McKinley Carter Wealth Services
West Virginia
– – -1,838 Closed
NPC
602
National Planning Corporation
California
– – -1,774 Closed
PG
603
PEAK6 Group
Illinois
– – -1,639 Closed
SEC
604
Seven Eight Capital
New York
– – -1,550 Closed
RC
605
RegentAtlantic Capital
New Jersey
– – -1,228 Closed
EPM
606
Equitec Proprietary Markets
Illinois
– – -1,226 Closed
BRWA
607
B. Riley Wealth Advisors
Florida
– – -591 Closed
GWCM
608
Godshalk Welsh Capital Management
Pennsylvania
– – -400 Closed
LS
609
Lupo Securities
Illinois
– – -358 Closed
Twin Tree Management
610
Twin Tree Management
Texas
– – -326 Closed
GP
611
GLG Partners
United Kingdom
– – -228 Closed
PFG
612
Piershale Financial Group
Illinois
– – -200 Closed
OSAM
613
O'Shaughnessy Asset Management
Connecticut
– – -156 Closed
PMFA
614
Plante Moran Financial Advisors
Michigan
– – -150 Closed
IC
615
IKOS CIF
Cyprus
– – -142 Closed
CCM
616
Clovis Capital Management
New York
– – – –
ID
617
Integral Derivatives
New York
– – – –
Point72 Asset Management
618
Point72 Asset Management
Connecticut
– – – –
CCM
619
Catapult Capital Management
New York
– – – –
JGC
620
J. Goldman & Co
New York
– – – –
BFM
621
Boothbay Fund Management
New York
– – – –
IWM
622
Integrated Wealth Management
California
$0 8 +8 New
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25