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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 %
1SB
426
1ST Source Bank
Indiana
$322K -$5.56K -50 -2%
PAM
427
PartnerRe Asset Management
Connecticut
$322K +$41K +368 +15%
CC
428
ClearArc Capital
Ohio
$321K +$4.45K +40 +1%
VAM
429
Visium Asset Management
New York
$318K -$89.9K -806 -22%
EOJOAM
430
E. Ohman J:or Asset Management
Sweden
$315K – – –
CI
431
Constellation Investments
Ohio
$311K +$11.1K +100 +4%
RB
432
Rodgers Brothers
Pennsylvania
$308K – – –
WF
433
WealthTrust Fairport
Ohio
$307K +$39.3K +353 +15%
CC
434
Curian Capital
Colorado
$306K -$4.79M -43,055 -94%
MFS
435
MSI Financial Services
Massachusetts
$306K +$87.9K +789 +40%
WSA
436
Wall Street Associates
California
$301K – – –
SCM
437
Shelton Capital Management
Colorado
$299K – – –
WF
438
Welch & Forbes
Massachusetts
$295K – – –
AAM
439
Azzad Asset Management
Virginia
$293K +$17.3K +156 +6%
BHWM
440
Bar Harbor Wealth Management
New Hampshire
$287K +$30.6K +275 +12%
Walleye Trading
441
Walleye Trading
New York
$286K -$19K -171 -6%
AIP
442
Ameritas Investment Partners
Nebraska
$284K – – –
PA
443
Pinnacle Associates
New York
$284K +$12.2K +110 +5%
ECM
444
ETrade Capital Management
Virginia
$283K +$3.22K +29 +1%
EAMA
445
EFG Asset Management (Americas)
Florida
$283K +$283K +2,546 New
RHBC
446
R.H. Bluestein & Co
Michigan
$281K -$2.82M -25,300 -91%
BC
447
Burney Company
Virginia
$281K – – –
IP
448
Interval Partners
New York
$278K +$278K +2,500 New
MYLI
449
Meiji Yasuda Life Insurance
Japan
$271K -$22.3K -200 -8%
Bessemer Group
450
Bessemer Group
New Jersey
$268K +$3.89K +35 +1%
16 17
18
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