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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
$915M
2
Primecap Management
Primecap Management
California
$357M
3
EVM
Eaton Vance Management
Massachusetts
$156M
4
SB
Suntrust Banks
Georgia
$84.7M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$72.1M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$372M
2
Artisan Partners
Artisan Partners
Wisconsin
$255M
3
Capital Research Global Investors
Capital Research Global Investors
California
$292M
4
SAC
Smith Affiliated Capital
New York
$66.3M
5
Ameriprise
Ameriprise
Minnesota
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
476
Perigon Wealth Management
California
$258K -$28K -225 -10%
BSW
477
Buckingham Strategic Wealth
Missouri
$256K -$13.3K -107 -5%
BF
478
BOK Financial
Oklahoma
$254K -$8.07K -65 -3%
WTNA
479
Wilmington Trust National Association
Delaware
$252K +$252K +2,024 New
TF
480
Tompkins Financial
New York
$250K +$94.2K +755 +60%
PWAP
481
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$243K – – –
MBTD
482
Mechanics Bank - Trust Department
California
$242K +$242K +1,947 New
EB
483
Eastern Bank
Massachusetts
$234K +$12.4K +100 +6%
SCA
484
Stonebridge Capital Advisors
Minnesota
$227K – – –
SC
485
SouthState Corp
Florida
$227K +$227K +1,822 New
GLA
486
Great Lakes Advisors
Illinois
$225K +$221K +1,777 +6,128%
OMCS
487
Old Mutual Customised Solutions
South Africa
$224K – – –
FAM
488
Formidable Asset Management
Ohio
$222K – – –
LNWWM
489
Laird Norton Wetherby Wealth Management
California
$219K +$219K +1,757 New
BBHC
490
Brown Brothers Harriman & Co
New York
$218K -$306K -2,465 -58%
CCFCSB
491
Cape Cod Five Cents Savings Bank
Massachusetts
$218K -$81K -650 -27%
IG
492
ING Group
Netherlands
$215K -$47.4K -381 -18%
WB
493
Webster Bank
Connecticut
$214K -$250K -2,000 -54%
UB
494
UMB Bank
Missouri
$213K – – –
WA
495
WealthTrust Axiom
Pennsylvania
$211K – – –
SCA
496
SAC Capital Advisors
Connecticut
$210K -$7.43M -59,735 -97%
FFBTD
497
First Financial Bank - Trust Division
Ohio
$210K -$12.4K -100 -6%
NPC
498
National Planning Corporation
California
$208K +$208K +1,649 New
CIA
499
Capital Investment Advisors
Georgia
$207K +$207K +1,661 New
BC
500
Burney Company
Virginia
$206K -$133K -1,062 -39%
18 19
20
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