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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 %
SNC
326
Stifel Nicolaus & Co
Missouri
$987K +$35.7K +334 +4%
MJP
327
Michael J. Puzo
$984K +$286K +2,675 +41%
WT
328
Wilmington Trust
Delaware
$968K -$31.7K -296 -3%
HK
329
Horizon Kinetics
New York
$937K -$21.4K -200 -2%
FCAM
330
F&C Asset Management
United Kingdom
$930K -$30.8K -288 -3%
WIS
331
Wright Investors Service
Connecticut
$929K +$411K +3,839 +79%
RBA
332
Richard Bernstein Advisors
New York
$925K – – –
LMGAM
333
Liberty Mutual Group Asset Management
Massachusetts
$895K +$183K +1,709 +26%
GIA
334
Guyasuta Investment Advisors
Pennsylvania
$888K -$306K -2,860 -26%
WKA
335
Wilson Kemp & Associates
Michigan
$866K -$661K -6,184 -43%
CAN
336
Cetera Advisor Networks
California
$861K -$12.6K -118 -1%
WMSA
337
Weiss Multi-Strategy Advisers
New York
$860K +$49.2K +460 +6%
JRP
338
Jasper Ridge Partners
California
$852K – – –
CCM
339
Copeland Capital Management
Pennsylvania
$846K +$846K +7,909 New
MCWS
340
McKinley Carter Wealth Services
West Virginia
$844K -$9.73K -91 -1%
CEP
341
Chicago Equity Partners
Illinois
$837K +$263K +2,460 +46%
CWM
342
Calamos Wealth Management
Illinois
$805K +$21.4K +200 +3%
PSUF
343
People's United Financial
Connecticut
$735K +$61.3K +573 +9%
TFF
344
Timothy F. Fidgeon
$723K +$1.07K +10 +0.1%
APFBOT
345
Amica Pension Fund Board of Trustees
Rhode Island
$712K – – –
RFC
346
Regions Financial Corp
Alabama
$709K +$27.6K +258 +4%
PGFC
347
Peapack-Gladstone Financial Corp
New Jersey
$709K -$21.4K -200 -3%
ZCM
348
Ziegler Capital Management
Illinois
$647K -$404K -3,780 -38%
LC
349
Lubar & Co
Wisconsin
$642K – – –
AIM
350
abrdn Investment Management
United Kingdom
$637K -$9.3K -87 -1%
12 13
14
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