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Rockwell Automation
ROK

499 hedge funds and large institutions have $8.45B invested in Rockwell Automation in 2013 Q2 according to their latest regulatory filings, with 499 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

72.55% more ownership

Funds ownership: 0% → 72.55% (+73%)

21% more call options, than puts

Call options by funds: $39.5M | Put options by funds: $32.7M

Holders
499
Holders Change
+499
Holders Change %
–
% of All Funds
16.29%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.1%
New
499
Increased
–
Reduced
–
Closed
–
Calls
$39.5M
Puts
$32.7M
Net Calls
+$6.78M
Net Calls Change
+$6.78M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
WMSA
326
Weiss Multi-Strategy Advisers
New York
$630K +$655K +7,580 New
VAM
327
Visium Asset Management
New York
$625K +$649K +7,511 New
CIP
328
Chartwell Investment Partners
Pennsylvania
$616K +$640K +7,415 New
CWM
329
Calamos Wealth Management
Illinois
$609K +$633K +7,324 New
CCA
330
Catalyst Capital Advisors
New York
$608K +$632K +7,318 New
SWK
331
Stephen W. Kidder
$584K +$607K +7,029 New
PGFC
332
Peapack-Gladstone Financial Corp
New Jersey
$568K +$590K +6,826 New
TFF
333
Timothy F. Fidgeon
$560K +$583K +6,755 New
LMGAM
334
Liberty Mutual Group Asset Management
Massachusetts
$554K +$575K +6,658 New
APFBOT
335
Amica Pension Fund Board of Trustees
Rhode Island
$554K +$575K +6,662 New
MJP
336
Michael J. Puzo
$543K +$564K +6,525 New
First Manhattan
337
First Manhattan
New York
$535K +$511K +5,912 New
RFC
338
Regions Financial Corp
Alabama
$530K +$550K +6,372 New
PSUF
339
People's United Financial
Connecticut
$523K +$544K +6,298 New
PGA
340
Portland Global Advisors
Maine
$512K +$532K +6,160 New
AIM
341
abrdn Investment Management
United Kingdom
$503K +$522K +6,046 New
LC
342
Lubar & Co
Wisconsin
$499K +$518K +6,000 New
LM
343
Luminus Management
Texas
$499K +$518K +6,000 New
BIC
344
Beach Investment Counsel
Pennsylvania
$492K +$511K +5,920 New
Envestnet Asset Management
345
Envestnet Asset Management
Illinois
$468K +$486K +5,630 New
ECM
346
Everence Capital Management
Indiana
$461K +$479K +5,547 New
Fayez Sarofim & Co
347
Fayez Sarofim & Co
Texas
$454K +$472K +5,465 New
CEP
348
Chicago Equity Partners
Illinois
$446K +$464K +5,375 New
WSCM
349
Wellington Shields Capital Management
New York
$441K +$458K +5,300 New
ABC
350
Associated Banc-Corp
Wisconsin
$440K +$457K +5,295 New
12 13
14
15 16

ROK Hedge Fund Activity: Q2 2013 in Review

499 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q2 2013, worth a combined $8.45B.

Buyers outnumbered sellers: 499 funds opened new ROK positions and 0 closed out — a net gain of 499 holders — while 0 added to existing stakes and 0 trimmed.

  • 499 institutional investors held Rockwell Automation (ROK) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $8.45B of Rockwell Automation stock for Q2 2013.
  • 499 funds opened new Rockwell Automation positions in Q2 2013 and 0 closed out, a net change of +499 holders.

Based on aggregated 13F filings for Q2 2013.