ROK icon

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
+$197M
2
Primecap Management
Primecap Management
California
+$137M
3
EVM
Eaton Vance Management
Massachusetts
+$73.3M
4
SB
Suntrust Banks
Georgia
+$65.9M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$45.1M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$123M
2
Artisan Partners
Artisan Partners
Wisconsin
-$90.9M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$72.2M
4
SAC
Smith Affiliated Capital
New York
-$62.9M
5
Ameriprise
Ameriprise
Minnesota
-$56.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFIM
301
Beese Fulmer Investment Management
Ohio
$1.8M – – –
Commonwealth Equity Services
302
Commonwealth Equity Services
Massachusetts
$1.79M +$54.4K +437 +3%
SMDAM
303
Sumitomo Mitsui DS Asset Management
Japan
$1.78M -$97.9K -786 -5%
LPL Financial
304
LPL Financial
California
$1.76M +$38K +305 +2%
NAP
305
New Amsterdam Partners
New York
$1.75M -$2.52M -20,256 -59%
PI
306
Placemark Investments
Illinois
$1.73M -$13.4K -108 -0.8%
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$1.72M +$134K +1,075 +8%
ABP
308
Arthur B. Page
$1.7M +$121K +975 +8%
BWP
309
Baldwin Wealth Partners
Massachusetts
$1.65M +$34.2K +275 +2%
TCT
310
TIAA CREF Trust
Missouri
$1.63M -$952K -7,642 -37%
FMII
311
Farmers & Merchants Investments Inc
Nebraska
$1.54M +$126K +1,011 +9%
SAM
312
Securian Asset Management
Minnesota
$1.54M +$3.86K +31 +0.3%
FBNAT
313
FirstMerit Bank N.A. Trustee
Ohio
$1.51M – – –
WMSA
314
Weiss Multi-Strategy Advisers
New York
$1.51M -$4.51M -36,250 -75%
MJP
315
Michael J. Puzo
$1.49M +$233K +1,875 +19%
SSB
316
Sandy Spring Bank
Maryland
$1.45M +$128K +1,025 +10%
AMI
317
Amica Mutual Insurance
Rhode Island
$1.45M – – –
KRS
318
Kentucky Retirement Systems
Kentucky
$1.43M +$6.85K +55 +0.5%
RS
319
Robeco Schweiz
Switzerland
$1.43M -$186K -1,500 -12%
CFB
320
Cullen/Frost Bankers
Texas
$1.4M -$2.37K -19 -0.2%
LSERS
321
Louisiana State Employees Retirement System
Louisiana
$1.37M -$24.9K -200 -2%
QBFM
322
QS Batterymarch Financial Management
New York
$1.37M -$60.8K -488 -4%
BCM
323
Breithorn Capital Management
New York
$1.35M +$6.35K +51 +0.5%
CAM
324
Capstone Asset Management
Texas
$1.35M -$168K -1,350 -11%
RBA
325
Richard Bernstein Advisors
New York
$1.3M – – –
11 12
13
14 15