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Rockwell Automation
ROK

Overview Fund Activity

574 hedge funds and large institutions have $11.1B invested in Rockwell Automation in 2014 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 188 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
574
Holders Change
+13
Holders Change %
+2.32%
% of All Funds
15.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
70
Increased
188
Reduced
210
Closed
49
Calls
$35.9M
Puts
$30.8M
Net Calls
+$5.13M
Net Calls Change
-$38.6M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$171M
2
Lazard Asset Management
Lazard Asset Management
New York
+$158M
3
CLM
ClearBridge LLC (Maryland)
Maryland
+$82M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$68.2M
5
Citadel Advisors
Citadel Advisors
Florida
+$55.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$174M
2
American Century Companies
American Century Companies
Missouri
-$158M
3
Artisan Partners
Artisan Partners
Wisconsin
-$79.8M
4
EVM
Eaton Vance Management
Massachusetts
-$76.2M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$74.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
251
HBK Investments
Texas
$2.15M +$2.15M +19,291 New
CB
252
Commerce Bank
Missouri
$2.13M -$38.9K -350 -2%
BKBG
253
BHF Kleinwort Benson Group
Belgium
$2.04M – – –
LIM
254
Lagoda Investment Management
New York
$2.04M +$2.04M +18,306 New
GE
255
General Electric
Ohio
$1.93M -$1.33M -11,966 -41%
BNP Paribas Asset Management
256
BNP Paribas Asset Management
France
$1.92M +$139K +1,253 +8%
Janus Henderson Group
257
Janus Henderson Group
United Kingdom
$1.9M -$622K -5,597 -25%
NMERB
258
New Mexico Educational Retirement Board
New Mexico
$1.86M -$200K -1,800 -10%
ACP
259
Ashfield Capital Partners
California
$1.85M -$15.3M -137,792 -89%
JPMPWA
260
J.P. Morgan Private Wealth Advisors
California
$1.79M +$5.67K +51 +0.3%
Commonwealth Equity Services
261
Commonwealth Equity Services
Massachusetts
$1.75M -$297K -2,669 -15%
HNB
262
Huntington National Bank
Ohio
$1.72M -$4.34K -39 -0.3%
Nomura Asset Management
263
Nomura Asset Management
Japan
$1.71M -$48.3K -430 -3%
MOACM
264
Mutual of America Capital Management
New York
$1.68M +$31K +279 +2%
BFIM
265
Beese Fulmer Investment Management
Ohio
$1.66M +$55.6K +500 +3%
ABP
266
Arthur B. Page
$1.65M +$52.8K +475 +3%
Tudor Investment Corp
267
Tudor Investment Corp
Connecticut
$1.62M +$1.18M +10,599 +269%
QI
268
Quotient Investors
New York
$1.61M – – –
WB
269
WesBanco Bank
West Virginia
$1.61M +$22.2K +200 +1%
WAM
270
World Asset Management
Michigan
$1.59M -$408K -3,668 -20%
MJP
271
Michael J. Puzo
$1.58M -$206K -1,850 -12%
William Blair & Company
272
William Blair & Company
Illinois
$1.54M – – –
Macquarie Group
273
Macquarie Group
Australia
$1.5M +$406K +3,650 +37%
PGA
274
Portland Global Advisors
Maine
$1.48M +$724K +6,505 +96%
GA
275
Geneva Advisors
Illinois
$1.47M -$28.7M -257,908 -95%
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