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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 %
EFSCE
626
Enterprise Financial Services Corp (EFSC)
Missouri
$8K 60 – –
HR
627
Howe & Rusling
New York
$7K 51 -21 -29%
NCM
628
Nelson Capital Management
California
$7K 50 – –
MCM
629
MV Capital Management
Maryland
$7K 50 – –
PG
630
Patten Group
Tennessee
$7K 47 – –
AAP
631
Arax Advisory Partners
Colorado
$7K 54 +54 New
PFSC
632
Peoples Financial Services Corp
Pennsylvania
$6K 50 – –
FPFS
633
First Personal Financial Services
North Carolina
$6K 48 – –
AC
634
Alexandria Capital
Virginia
$6K 44 +10 +29%
GBT
635
Grove Bank & Trust
Florida
$6K 48 +48 New
MUS
636
Mitsubishi UFJ Securities
Japan
$5K 40 -120 -75%
CAL
637
Capital Advisors Ltd
Ohio
$5K 34 – –
First Manhattan
638
First Manhattan
New York
$5K 44 – –
MFW
639
Mosaic Family Wealth
Missouri
$5K 37 – –
MA
640
MCF Advisors
Kentucky
$4K 30 – –
QCG
641
Quadrant Capital Group
Ohio
$4K 57 – –
VNA
642
Valley National Advisers
Pennsylvania
$4K 31 – –
OFW
643
Omnia Family Wealth
Florida
$4K 30 +30 New
PFBT
644
Parkside Financial Bank & Trust
Missouri
$3K 24 – –
GBBWRPM
645
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$3K 22 – –
ARMC
646
American Research & Management Company
Massachusetts
$3K 25 – –
TFO
647
Tarbox Family Office
California
$3K 22 +12 +120%
WOC
648
West Oak Capital
California
$2.42K 18 – –
QAM
649
QCI Asset Management
New York
$2K 13 – –
WTB
650
Washington Trust Bank
Washington
$2K 12 – –
24 25
26
27 28