ROK icon

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
$1.09B
2
Lazard Asset Management
Lazard Asset Management
New York
$248M
3
CLM
ClearBridge LLC (Maryland)
Maryland
$82M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$136M
5
Citadel Advisors
Citadel Advisors
Florida
$86.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$347M
2
American Century Companies
American Century Companies
Missouri
$13.9M
3
Artisan Partners
Artisan Partners
Wisconsin
$0
4
EVM
Eaton Vance Management
Massachusetts
$83.4M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
376
Columbia Capital
California
$502K +$502K +4,512 New
BTW
377
Boston Trust Walden
Massachusetts
$500K – – –
FFA
378
First Foundation Advisors
California
$493K – – –
CB
379
Chemical Bank
Michigan
$490K +$120K +1,080 +32%
Northwestern Mutual Wealth Management
380
Northwestern Mutual Wealth Management
Wisconsin
$482K +$140K +1,258 +41%
RNS
381
Robert N. Shapiro
$480K +$159K +1,425 +49%
BOH
382
Bank of Hawaii
Hawaii
$478K -$272K -2,450 -36%
JCM
383
Janney Capital Management
Pennsylvania
$476K +$30.8K +277 +7%
FT
384
Fiduciary Trust
Massachusetts
$473K +$141K +1,270 +43%
CNB
385
City National Bank
California
$470K +$16.4K +147 +4%
FCFC
386
First Commonwealth Financial Corp
Pennsylvania
$467K – – –
MC
387
Moors & Cabot
Massachusetts
$460K +$61K +550 +15%
LA
388
Lucus Advisors
New York
$460K +$460K +4,136 New
Teacher Retirement System of Texas
389
Teacher Retirement System of Texas
Texas
$459K +$459K +4,132 New
DP
390
Dearborn Partners
Illinois
$452K – – –
Thrivent Financial for Lutherans
391
Thrivent Financial for Lutherans
Minnesota
$449K – – –
OC
392
Oarsman Capital
Wisconsin
$445K -$33.4K -300 -7%
BPBT
393
Boston Private Bank & Trust
Massachusetts
$445K – – –
SW
394
SVB Wealth
Massachusetts
$445K +$445K +4,004 New
CSIC
395
Clifford Swan Investment Counsel
California
$440K – – –
CCA
396
Cobblestone Capital Advisors
New York
$439K -$31.1K -280 -7%
PI
397
Placemark Investments
Illinois
$433K -$175K -1,574 -29%
MIP
398
Marietta Investment Partners
Wisconsin
$421K – – –
UCFA
399
United Capital Financial Advisors
Texas
$416K -$19K -171 -4%
AB
400
Amalgamated Bank
New York
$413K -$60.3K -542 -13%
14 15
16
17 18