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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 %
KRS
301
Kentucky Retirement Systems
Kentucky
$1.12M -$70.4K -633 -6%
NSEDCP
302
NJ State Employees Deferred Compensation Plan
New Jersey
$1.11M – – –
PC
303
Palo Capital
California
$1.1M +$1.1M +9,865 New
VRS
304
Virginia Retirement Systems
Virginia
$1.03M -$6.59M -59,311 -87%
QI
305
QS Investors
New York
$1.02M +$799K +7,180 +367%
DC
306
Deere & Company
Illinois
$1.01M +$1.01M +9,067 New
LWM
307
Lyons Wealth Management
Florida
$1.01M +$1.01M +9,091 New
SC
308
Savant Capital
Illinois
$1.01M +$1.01M +9,049 New
CCM
309
Copeland Capital Management
Pennsylvania
$1M +$44.5K +400 +5%
BUB
310
BBVA USA Bancshares
Texas
$998K -$315K -2,831 -24%
CBOA
311
Commonwealth Bank of Australia
Australia
$992K -$387K -3,479 -28%
IAM
312
Impala Asset Management
Florida
$975K -$47.9M -430,434 -98%
CCS
313
Crosspoint Capital Strategies
California
$952K +$952K +8,563 New
CFB
314
Cullen/Frost Bankers
Texas
$951K -$252K -2,268 -21%
CSS
315
Cubist Systematic Strategies
Connecticut
$945K -$401K -3,602 -30%
UBWV
316
United Bank (West Virginia)
West Virginia
$928K – – –
HCM
317
Herndon Capital Management
Georgia
$922K -$4.78K -43 -0.5%
PP
318
Paloma Partners
Connecticut
$921K +$921K +8,287 New
HK
319
Horizon Kinetics
New York
$904K +$2K +18 +0.2%
GIA
320
Guyasuta Investment Advisors
Pennsylvania
$902K – – –
CWM
321
Calamos Wealth Management
Illinois
$894K -$1.11K -10 -0.1%
TFF
322
Timothy F. Fidgeon
$891K +$77.8K +700 +10%
NB
323
Norinchukin Bank
Japan
$889K +$274K +2,464 +45%
WA
324
WealthTrust-Arizona
Arizona
$885K – – –
B
325
Barings
North Carolina
$879K – – –
11 12
13
14 15