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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 %
CA
676
Cetera Advisors
Colorado
– – -5,076 Closed
Mackenzie Financial
677
Mackenzie Financial
Ontario, Canada
– – -4,736 Closed
OC
678
Oarsman Capital
Wisconsin
– – -3,898 Closed
ECM
679
Element Capital Management
New York
– – -3,748 Closed
NEI
680
Northwest & Ethical Investments
Ontario, Canada
– – -3,626 Closed
DILH
681
Dai-ichi Life Holdings
Japan
– – -2,542 Closed
NI
682
Numeric Investors
Massachusetts
– – -2,500 Closed
RJT
683
Raymond James Trust
Florida
– – -2,239 Closed
OA
684
Oak Associates
Ohio
– – -2,100 Closed
MPI
685
Mairs & Power Inc
Minnesota
– – -2,073 Closed
ACM
686
Argentus Capital Management
Texas
– – -1,882 Closed
TSS
687
Two Sigma Securities
New York
– – -1,862 Closed
Group One Trading
688
Group One Trading
Illinois
– – -1,782 Closed
TC
689
Telemus Capital
Michigan
– – -1,752 Closed
ATC
690
Argent Trust Co
Tennessee
– – -1,747 Closed
NB
691
Nicolet Bankshares
Wisconsin
– – -1,724 Closed
AFIA
692
America First Investment Advisors
Nebraska
– – -1,656 Closed
SC
693
SRB Corp
Massachusetts
– – -1,327 Closed
TG
694
TLP Group
Illinois
– – -1,132 Closed
RPG
695
Risk Paradigm Group
Texas
– – -492 Closed
S
696
SignatureFD
Georgia
– – -369 Closed
JFA
697
JNBA Financial Advisors
Minnesota
– – -369 Closed
IWM
698
Integrated Wealth Management
California
– – -291 Closed
MWP
699
MYCIO Wealth Partners
Pennsylvania
– – -100 Closed
SAM
700
Solaris Asset Management
New York
– – -80 Closed
25 26 27
28
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