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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 %
WT
426
Wilmington Trust
Delaware
$398K – – –
VKH
427
Virtu KCG Holdings
New York
$388K -$66.9K -537 -15%
1SB
428
1ST Source Bank
Indiana
$379K – – –
MIP
429
Marietta Investment Partners
Wisconsin
$377K +$24.9K +200 +7%
MGIA
430
Moneta Group Investment Advisors
Missouri
$374K – – –
RC
431
RBF Capital
California
$374K – – –
SO
432
STRS Ohio
Ohio
$371K – – –
WT
433
Washington Trust
Rhode Island
$370K – – –
Cambridge Investment Research Advisors
434
Cambridge Investment Research Advisors
Iowa
$361K -$30.3K -243 -8%
WT
435
Whittier Trust
California
$356K -$63.6K -511 -15%
Northwestern Mutual Wealth Management
436
Northwestern Mutual Wealth Management
Wisconsin
$353K -$38.4K -308 -10%
VRS
437
Virginia Retirement Systems
Virginia
$350K +$131K +1,050 +60%
FC
438
Fayerweather Charles
$349K – – –
MC
439
Moors & Cabot
Massachusetts
$349K +$349K +2,800 New
EOJOAM
440
E. Ohman J:or Asset Management
Sweden
$349K – – –
CCM
441
Catapult Capital Management
New York
$346K -$867K -6,975 -71%
RB
442
Rodgers Brothers
Pennsylvania
$346K – – –
AIP
443
Ameritas Investment Partners
Nebraska
$342K -$28.4K -228 -8%
HIM
444
Hillsdale Investment Management
Ontario, Canada
$336K – – –
CPS
445
Counsel Portfolio Services
Ontario, Canada
$336K – – –
SCM
446
Shelton Capital Management
Colorado
$334K – – –
CNB
447
City National Bank
California
$333K -$210K -1,688 -39%
WPW
448
Waldron Private Wealth
Pennsylvania
$331K – – –
WF
449
Welch & Forbes
Massachusetts
$330K – – –
CI
450
Constellation Investments
Ohio
$324K +$12.5K +100 +4%
16 17
18
19 20