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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 %
MWM
601
MinichMacGregor Wealth Management
New York
$23K 173 -19 -10%
SIG
602
Stanford Investment Group
California
$23K 172 – –
WIM
603
Westside Investment Management
California
$22K 155 +155 New
BAM
604
Bruderman Asset Management
New York
$20K 150 – –
SNT
605
Security National Trust
West Virginia
$20K 150 – –
BIG
606
Bellwether Investment Group
Tennessee
$20K 148 +148 New
AIM
607
Advantage Investment Management
Iowa
$19K 139 – –
WTC
608
WhitTier Trust Company
Nevada
$18K 133 – –
CLM
609
ClearBridge LLC (Maryland)
Maryland
$17K 130 -709,800 -100%
CFA
610
Camarda Financial Advisors
Florida
$17K 129 – –
Twin Tree Management
611
Twin Tree Management
Texas
$16K 116 -1,245 -91%
YWP
612
YorkBridge Wealth Partners
New York
$16K 119 +119 New
CS
613
Credential Securities
$15.3K 114 +12 +12%
TC
614
Trust Company
Kansas
$14K 105 -36 -26%
ZB
615
Zions Bancorporation
Utah
$14K 104 – –
JWA
616
JFS Wealth Advisors
Pennsylvania
$13K 100 – –
GRP
617
Global Retirement Partners
California
$13K 99 +99 New
PFS
618
Physicians Financial Services
North Carolina
$12K 100 – –
SPIA
619
Steward Partners Investment Advisory
New York
$12K 95 +95 New
WPA
620
West Paces Advisors
Georgia
$11K 82 +82 New
RFS
621
Rockefeller Financial Services
New York
$11K 80 +80 New
GAM
622
Gemmer Asset Management
California
$10K 76 – –
EARNEST Partners
623
EARNEST Partners
Georgia
$10K 71 +71 New
PMFA
624
Plante Moran Financial Advisors
Michigan
$9K 66 +52 +371%
EF
625
Empirical Finance
Pennsylvania
$9K 61 +61 New
23 24
25
26 27