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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 %
VAM
276
Visium Asset Management
New York
$1.66M +$857K +8,009 +107%
WB
277
WesBanco Bank
West Virginia
$1.64M -$88.6K -829 -5%
KCM
278
Kames Capital Management
United Kingdom
$1.64M – – –
TH
279
Timber Hill
Connecticut
$1.61M +$1.61M +15,075 New
Commonwealth Equity Services
280
Commonwealth Equity Services
Massachusetts
$1.61M +$114K +1,067 +8%
RT
281
Rockland Trust
Massachusetts
$1.59M +$64.2K +600 +4%
SWK
282
Stephen W. Kidder
$1.59M +$836K +7,815 +111%
LPL Financial
283
LPL Financial
California
$1.57M -$733K -6,735 -32%
AAM
284
Aberdeen Asset Management
United Kingdom
$1.57M -$47.1K -440 -3%
BFIM
285
Beese Fulmer Investment Management
Ohio
$1.54M – – –
ProShare Advisors
286
ProShare Advisors
Maryland
$1.53M -$1.02M -9,564 -40%
MOACM
287
Mutual of America Capital Management
New York
$1.53M -$9.3K -87 -0.6%
PP
288
PDT Partners
New York
$1.53M -$9.38M -87,699 -86%
BNP Paribas Asset Management
289
BNP Paribas Asset Management
France
$1.5M +$1.5M +14,048 New
MIU
290
Man Investments (UK)
United Kingdom
$1.42M -$63.2K -591 -4%
FCBT
291
First Citizens Bank & Trust
North Carolina
$1.41M – – –
RS
292
Robeco Schweiz
Switzerland
$1.39M +$461K +4,300 +49%
BWP
293
Baldwin Wealth Partners
Massachusetts
$1.39M +$1.39M +13,004 New
EAM
294
EULAV Asset Management
Florida
$1.39M +$428K +4,000 +44%
HCM
295
Herndon Capital Management
Georgia
$1.37M -$121K -1,127 -8%
NG
296
NatWest Group
United Kingdom
$1.34M +$799K +7,473 +147%
SAM
297
Securian Asset Management
Minnesota
$1.34M +$21.4K +200 +2%
Fifth Third Bancorp
298
Fifth Third Bancorp
Ohio
$1.33M +$115K +1,075 +9%
B
299
Barings
North Carolina
$1.32M +$49.2K +460 +4%
TMAM
300
Tokio Marine Asset Management
Japan
$1.3M -$21.3K -199 -2%
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