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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
HCM
426
Howland Capital Management
Massachusetts
$200K +$207K +2,400 New
LS
427
Livforsakringsbolaget Skandia
Sweden
$200K +$207K +2,400 New
JWM
428
Jacobus Wealth Management
Wisconsin
$185K +$192K +2,220 New
FNBT
429
FineMark National Bank & Trust
Florida
$176K +$183K +2,120 New
Fuller & Thaler Asset Management
430
Fuller & Thaler Asset Management
California
$175K +$181K +2,100 New
Creative Planning
431
Creative Planning
Kansas
$165K +$171K +1,984 New
IG
432
ING Group
Netherlands
$153K +$159K +1,845 New
RNS
433
Robert N. Shapiro
$150K +$155K +1,800 New
Macquarie Group
434
Macquarie Group
Australia
$141K +$147K +1,700 New
GLI
435
Guardian Life Insurance
New York
$140K +$146K +1,685 New
AFIA
436
America First Investment Advisors
Nebraska
$138K +$143K +1,656 New
FHA
437
First Horizon Advisors
Tennessee
$136K +$141K +1,632 New
PFG
438
Piershale Financial Group
Illinois
$133K +$138K +1,594 New
OMCS
439
Old Mutual Customised Solutions
South Africa
$133K +$138K +1,600 New
SGI
440
SAC Global Investors
United Kingdom
$133K +$138K +1,600 New
MFS
441
MSI Financial Services
Massachusetts
$127K +$132K +1,529 New
MCM
442
Manchester Capital Management
Vermont
$119K +$124K +1,435 New
ECM
443
Endex Capital Management
Kansas
$115K +$119K +1,378 New
ECM
444
ETrade Capital Management
Virginia
$113K +$117K +1,354 New
FMLI
445
Fukoku Mutual Life Insurance
Japan
$108K +$112K +1,300 New
BC
446
Bartlett & Co
Ohio
$100K +$104K +1,200 New
ECM
447
Estabrook Capital Management
New York
$99.8K +$104K +1,200 New
GIS
448
Guardian Investor Services
New York
$94K +$98.1K +1,136 New
CGT
449
Capital Guardian Trust
California
$92K +$95K +1,100 New
LIA
450
LS Investment Advisors
Michigan
$79K +$82.5K +955 New
16 17
18
19 20

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.