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Rockwell Automation
ROK

Overview Fund Activity

525 hedge funds and large institutions have $11B invested in Rockwell Automation in 2013 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 172 increasing their positions, 194 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+26
Holders Change %
+5.21%
% of All Funds
17.03%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.19%
New
75
Increased
172
Reduced
194
Closed
44
Calls
$71M
Puts
$24M
Net Calls
+$47M
Net Calls Change
+$40.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$153M
2
Franklin Resources
Franklin Resources
California
+$73.3M
3
Capital World Investors
Capital World Investors
California
+$66.8M
4
TCM
TimesSquare Capital Management
New York
+$46.8M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$38.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$95.9M
2
PHS
PFM Health Sciences
California
-$83M
3
LCS
Levin Capital Strategies
New York
-$53.4M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$52.1M
5
KeyBank National Association
KeyBank National Association
Ohio
-$47.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
251
Azimuth Capital Management
Michigan
$2.24M +$583K +5,450 +35%
ST
252
Smithfield Trust
Pennsylvania
$2.24M -$64.1K -600 -3%
HW
253
Hancock Whitney
Mississippi
$2.24M +$2.24M +20,901 New
Nordea Investment Management
254
Nordea Investment Management
Sweden
$2.23M +$1.5K +14 +0.1%
SGDR
255
SPX Gestao de Recursos
Brazil
$2.17M -$2.06M -19,300 -49%
GH
256
GAM Holding
Switzerland
$2.17M +$749K +7,000 +53%
DSI
257
Daiwa SB Investments
Japan
$2.1M +$2.1M +19,639 New
Ninety One (UK)
258
Ninety One (UK)
United Kingdom
$2.07M +$63.4K +593 +3%
FIG
259
Fortress Investment Group
New York
$2.06M +$727K +6,800 +54%
CAM
260
Capstone Asset Management
Texas
$2.04M +$54.5K +510 +3%
Janus Henderson Group
261
Janus Henderson Group
United Kingdom
$2.02M +$331K +3,098 +20%
SHA
262
Smith Hayes Advisers
Nebraska
$1.92M – – –
William Blair & Company
263
William Blair & Company
Illinois
$1.9M -$183K -1,710 -9%
GT
264
Glenmede Trust
Pennsylvania
$1.88M +$66.2K +620 +4%
CIBC Asset Management
265
CIBC Asset Management
Ontario, Canada
$1.87M +$22.2K +208 +1%
OPERF
266
Oregon Public Employees Retirement Fund
Oregon
$1.86M +$6.42K +60 +0.3%
CB
267
Commerce Bank
Missouri
$1.84M – – –
Nomura Asset Management
268
Nomura Asset Management
Japan
$1.84M -$467K -4,367 -20%
Asset Management One
269
Asset Management One
Japan
$1.8M -$80.7K -753 -4%
SMDAM
270
Sumitomo Mitsui DS Asset Management
Japan
$1.79M -$98.4K -920 -5%
First Trust Advisors
271
First Trust Advisors
Illinois
$1.75M +$261K +2,440 +18%
BA
272
Bridgewater Associates
Connecticut
$1.73M -$3.33M -31,105 -66%
TCM
273
Twin Capital Management
Pennsylvania
$1.69M +$252K +2,360 +18%
KC
274
Kingfisher Capital
North Carolina
$1.68M -$44.8K -419 -3%
RJA
275
Raymond James & Associates
Florida
$1.68M +$56.5K +528 +3%
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