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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 %
MBTD
626
Mechanics Bank - Trust Department
California
– -$243K -1,947 Closed
GLA
627
Great Lakes Advisors
Illinois
– -$236K -1,897 Closed
PCM
628
Palisade Capital Management
New Jersey
– -$233K -1,871 Closed
Los Angeles Capital Management
629
Los Angeles Capital Management
California
– -$233K -1,870 Closed
SCA
630
Stonebridge Capital Advisors
Minnesota
– -$227K -1,819 Closed
KIA
631
KCM Investment Advisors
California
– -$223K -1,793 Closed
FAM
632
Formidable Asset Management
Ohio
– -$222K -1,785 Closed
EB
633
Eastern Bank
Massachusetts
– -$222K -1,781 Closed
SWP
634
Stratos Wealth Partners
Ohio
– -$221K -1,773 Closed
GKIM
635
GW&K Investment Management
Massachusetts
– -$214K -1,716 Closed
KA
636
KLCM Advisors
Wisconsin
– -$211K -1,691 Closed
FFBTD
637
First Financial Bank - Trust Division
Ohio
– -$211K -1,690 Closed
WA
638
WealthTrust Axiom
Pennsylvania
– -$209K -1,682 Closed
PA
639
Pinnacle Associates
New York
– -$209K -1,679 Closed
CIA
640
Capital Investment Advisors
Georgia
– -$204K -1,636 Closed
BA
641
Boston Advisors
Massachusetts
– -$204K -1,635 Closed
UB
642
UMB Bank
Missouri
– -$203 -1,629 Closed
SFA
643
Sequoia Financial Advisors
Ohio
– -$201K -1,614 Closed
PWW
644
Pettyjohn Wood & White
Virginia
– -$201K -1,610 Closed
DP
645
Dearborn Partners
Illinois
– -$200K -1,608 Closed
AGM
646
Alpine Global Management
New York
– -$126K -1,008 Closed
CFA
647
Camarda Financial Advisors
Florida
– -$75K -600 Closed
SSG
648
Summit Securities Group
New York
– -$62K -500 Closed
RAM
649
Riggs Asset Management
Pennsylvania
– -$25K -200 Closed
HMS
650
Hanseatic Management Services
New Mexico
– -$19K -150 Closed
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