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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 %
SCA
476
Stonebridge Capital Advisors
Minnesota
$202K +$202K +1,819 New
FAM
477
Formidable Asset Management
Ohio
$198K – – –
NPC
478
National Planning Corporation
California
$189K +$189K +1,774 New
AFIA
479
America First Investment Advisors
Nebraska
$184K – – –
PG
480
PEAK6 Group
Illinois
$182K +$105K +947 +137%
BBHC
481
Brown Brothers Harriman & Co
New York
$180K +$3.56K +32 +2%
CB
482
Community Bank
New York
$178K +$178K +1,600 New
SEC
483
Seven Eight Capital
New York
$172K +$172K +1,550 New
Simplex Trading
484
Simplex Trading
Illinois
$171K +$171K +1,539 New
FNBT
485
FineMark National Bank & Trust
Florida
$169K -$6.44K -58 -4%
OMCS
486
Old Mutual Customised Solutions
South Africa
$167K +$22.3K +200 +15%
FMLI
487
Fukoku Mutual Life Insurance
Japan
$145K – – –
SC
488
SRB Corp
Massachusetts
$145K +$11.6K +104 +9%
DBT
489
Dubuque Bank & Trust
Iowa
$137K -$106K -954 -44%
RC
490
RegentAtlantic Capital
New Jersey
$137K +$137K +1,228 New
EPM
491
Equitec Proprietary Markets
Illinois
$136K +$136K +1,226 New
BC
492
Bartlett & Co
Ohio
$133K – – –
VNB
493
Valley National Bancorp
New York
$133K – – –
VIA
494
Vantage Investment Advisors
Pennsylvania
$132K – – –
ECM
495
Estabrook Capital Management
New York
$122K -$11.1K -100 -8%
FQ
496
First Quadrant
California
$122K -$9.85M -88,800 -99%
CGT
497
Capital Guardian Trust
California
$122K – – –
ARMT
498
Amica Retiree Medical Trust
Rhode Island
$112K – – –
TRCT
499
Tower Research Capital (TRC)
New York
$107K -$193K -1,736 -64%
NFG
500
Next Financial Group
Texas
$106K -$36.6K -329 -26%
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