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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 %
Comerica Bank
176
Comerica Bank
Texas
$6.11M 42,996 +1,388 +3%
IP
177
Isthmus Partners
Wisconsin
$6.03M 44,858 -519 -1%
EVM
178
Evelyn V. Moreno
$5.94M 44,180 +1,037 +2%
RJA
179
Raymond James & Associates
Florida
$5.82M 43,291 +2,826 +7%
Canada Pension Plan Investment Board
180
Canada Pension Plan Investment Board
Ontario, Canada
$5.79M 43,055 +34,800 +422%
CCM
181
Cadence Capital Management
Massachusetts
$5.71M 42,459 +13,614 +47%
CWM
182
Cabot Wealth Management
Massachusetts
$5.67M 42,182 +16,785 +66%
SOMRS
183
State of Michigan Retirement System
Michigan
$5.63M 41,890 -3,300 -7%
CRB
184
Chad R. Baker
$5.4M 40,170 -375 -0.9%
GIBU
185
Gulf International Bank (UK)
United Kingdom
$5.39M 40,083 – –
LNB
186
Ledyard National Bank
$5.39M 40,076 -3,354 -8%
GIA
187
Gateway Investment Advisers
Ohio
$5.22M 38,862 -6,863 -15%
BF
188
BOK Financial
Oklahoma
$5.2M 38,703 -25 -0.1%
TPSF
189
Texas Permanent School Fund
Texas
$5.16M 38,413 -1,438 -4%
SF
190
Synovus Financial
Georgia
$5.09M 37,990 -265 -0.7%
BCB
191
Brian C. Broderick
$5.06M 37,634 -100 -0.3%
XK
192
Xact Kapitalforvaltning
Sweden
$4.95M 36,820 -4,817 -12%
ACM
193
Azimuth Capital Management
Michigan
$4.94M 36,786 -735 -2%
SGA
194
Strategic Global Advisors
California
$4.94M 36,746 -1,748 -5%
TIM
195
Thompson Investment Management
Wisconsin
$4.87M 36,207 -3,838 -10%
TAM
196
Trillium Asset Management
Massachusetts
$4.71M 35,074 -9,970 -22%
SWK
197
Stephen W. Kidder
$4.63M 34,420 +70 +0.2%
NSAM
198
North Star Asset Management
Wisconsin
$4.49M 33,377 -880 -3%
TG
199
TCW Group
California
$4.43M 32,985 +17,707 +116%
RWG
200
Regal Wealth Group
California
$4.42M 32,897 -1,106 -3%
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