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Rockwell Automation
ROK

Overview Fund Activity

579 hedge funds and large institutions have $13B invested in Rockwell Automation in 2014 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 209 increasing their positions, 198 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
16.73%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
52
Increased
209
Reduced
198
Closed
38
Calls
$49.2M
Puts
$26.5M
Net Calls
+$22.7M
Net Calls Change
+$1.21M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$915M
2
Primecap Management
Primecap Management
California
$357M
3
EVM
Eaton Vance Management
Massachusetts
$156M
4
SB
Suntrust Banks
Georgia
$84.7M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$72.1M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$372M
2
Artisan Partners
Artisan Partners
Wisconsin
$255M
3
Capital Research Global Investors
Capital Research Global Investors
California
$292M
4
SAC
Smith Affiliated Capital
New York
$66.3M
5
Ameriprise
Ameriprise
Minnesota
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
226
HighTower Advisors
Illinois
$3.73M +$1.36M +10,977 +57%
TAM
227
Tocqueville Asset Management
New York
$3.72M – – –
AA
228
AlphaMark Advisors
Kentucky
$3.69M -$137K -1,098 -4%
BCB
229
Brian C. Broderick
$3.62M – – –
ProShare Advisors
230
ProShare Advisors
Maryland
$3.58M +$243K +1,949 +7%
Nomura Holdings
231
Nomura Holdings
Japan
$3.56M +$1.32M +10,657 +59%
Nisa Investment Advisors
232
Nisa Investment Advisors
Missouri
$3.54M – – –
FAM
233
Fred Alger Management
New York
$3.5M +$3.5M +28,107 New
FMT
234
First Mercantile Trust
Tennessee
$3.44M -$352K -2,830 -9%
CCM
235
Crossvault Capital Management
Texas
$3.35M +$1.14M +9,130 +51%
SCM
236
Sterling Capital Management
North Carolina
$3.31M -$1.75M -14,033 -35%
COPPSERS
237
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.31M +$15.2K +122 +0.5%
DWA
238
Douglass Winthrop Advisors
New York
$3.3M – – –
Jennison Associates
239
Jennison Associates
New York
$3.23M +$3.23M +25,892 New
OPERF
240
Oregon Public Employees Retirement Fund
Oregon
$3.21M +$24.9K +200 +0.8%
MKC
241
M. Kraus & Co
Vermont
$3.2M -$623 -5 -0%
MAM
242
Mastrapasqua Asset Management
Tennessee
$3.19M -$93.4K -750 -3%
URS
243
Utah Retirement Systems
Utah
$3.12M +$24.9K +200 +0.8%
RJA
244
Raymond James & Associates
Florida
$3.09M +$491K +3,945 +19%
LWCFA
245
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.05M – – –
Zurich Cantonal Bank
246
Zurich Cantonal Bank
Switzerland
$3.02M -$29.9K -240 -1%
SAM
247
Shell Asset Management
Netherlands
$2.96M – – –
BAC
248
Boys Arnold & Co
North Carolina
$2.95M -$31.1K -250 -1%
Janus Henderson Group
249
Janus Henderson Group
United Kingdom
$2.83M +$473K +3,800 +20%
DSA
250
Davis Selected Advisers
Arizona
$2.8M +$2.8M +22,440 New
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