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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 %
HIMCH
201
Hartford Investment Management Co (HIMCO)
Connecticut
$4.34M 32,265 -324 -1%
ASRS
202
Arizona State Retirement System
Arizona
$4.26M 31,700 -200 -0.6%
OPERF
203
Oregon Public Employees Retirement Fund
Oregon
$4.25M 31,649 +19 +0.1%
ZIG
204
Zurich Insurance Group
Switzerland
$4.23M 31,471 +22,371 +246%
MKC
205
M. Kraus & Co
Vermont
$4.22M 31,383 -15 -0%
CCA
206
Catalyst Capital Advisors
New York
$4.14M 30,827 -3,655 -11%
Creative Planning
207
Creative Planning
Kansas
$4.12M 30,654 +474 +2%
TAM
208
Tocqueville Asset Management
New York
$4.01M 29,800 +300 +1%
EIM
209
ExxonMobil Investment Management
Texas
$3.99M 29,681 -3,359 -10%
Brown Advisory
210
Brown Advisory
Maryland
$3.95M 29,397 -113 -0.4%
FAF
211
Fjarde Ap-fonden
Sweden
$3.9M 29,020 -2,954 -9%
Caisse de Depot et Placement du Quebec (CDPQ)
212
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.84M 28,589 -6,300 -18%
AAF
213
Andra AP-fonden
Sweden
$3.83M 28,500 -6,900 -19%
Public Sector Pension Investment Board (PSP Investments)
214
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.83M 28,498 -600 -2%
AA
215
AlphaMark Advisors
Kentucky
$3.83M 28,479 -3,322 -10%
PDN
216
Pensionfund DSM Netherlands
Netherlands
$3.8M 28,300 -4,000 -12%
SG Americas Securities
217
SG Americas Securities
New York
$3.78M 28,154 +12,074 +75%
Mitsubishi UFJ Asset Management
218
Mitsubishi UFJ Asset Management
Japan
$3.6M 26,016 -343 -1%
MLIC
219
Mandatum Life Insurance Company
Finland
$3.6M 26,777 – –
LBC
220
Lawrence B. Cohen
$3.59M 26,725 +1,325 +5%
Nisa Investment Advisors
221
Nisa Investment Advisors
Missouri
$3.58M 26,642 -2,121 -7%
GH
222
GAM Holding
Switzerland
$3.53M 26,262 -3,444 -12%
PP
223
Paloma Partners
Connecticut
$3.53M 26,259 +16,045 +157%
DWA
224
Douglass Winthrop Advisors
New York
$3.51M 26,102 – –
Envestnet Asset Management
225
Envestnet Asset Management
Illinois
$3.42M 25,474 -119 -0.5%
7 8
9
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