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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 %
BPBT
401
Boston Private Bank & Trust
Massachusetts
$486K +$18.7K +150 +4%
WTIM
402
Wilmington Trust Investment Management
Delaware
$484K +$112K +900 +30%
PA
403
Profund Advisors
Maryland
$473K -$209K -1,677 -31%
PAM
404
Princeton Alpha Management
New Jersey
$472K +$261K +2,099 +124%
BC
405
Brinker Capital
Pennsylvania
$469K +$13.4K +108 +3%
GKIM
406
GW&K Investment Management
Massachusetts
$466K – – –
JPMPWA
407
J.P. Morgan Private Wealth Advisors
California
$461K -$622 -5 -0.1%
CLOS
408
Compagnie Lombard Odier SCmA
Switzerland
$460K – – –
OA
409
OFI Advisors
Pennsylvania
$458K -$21K -169 -4%
V
410
Veritable
Delaware
$455K – – –
Los Angeles Capital Management
411
Los Angeles Capital Management
California
$453K +$17.9K +144 +4%
Verition Fund Management
412
Verition Fund Management
Connecticut
$450K +$450K +3,617 New
DILH
413
Dai-ichi Life Holdings
Japan
$449K -$73.9K -593 -14%
AB
414
Amalgamated Bank
New York
$444K -$8.85K -71 -2%
CB
415
Chemical Bank
Michigan
$439K -$18.7K -150 -4%
STB
416
S&T Bank
Pennsylvania
$431K +$12.5K +100 +3%
Macquarie Group
417
Macquarie Group
Australia
$423K – – –
MA
418
MUFG Americas
New York
$423K +$23.5K +189 +6%
FTIOP
419
Fiduciary Trust International of Pennsylvania
Pennsylvania
$421K – – –
PAM
420
PartnerRe Asset Management
Connecticut
$418K +$1.99K +16 +0.5%
WEC
421
Winslow Evans & Crocker
Massachusetts
$415K – – –
CAM
422
Cypress Asset Management
Texas
$414K -$99.6K -800 -19%
CIC
423
Carnegie Investment Counsel
Ohio
$414K – – –
AIM
424
Acuity Investment Management
Ontario, Canada
$411K – – –
CC
425
ClearArc Capital
Ohio
$402K +$21.7K +174 +6%
15 16
17
18 19