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Rockwell Automation
ROK

Overview Fund Activity

525 hedge funds and large institutions have $11B invested in Rockwell Automation in 2013 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 172 increasing their positions, 194 reducing their positions, and 44 closing their positions.

Holders
525
Holders Change
+26
Holders Change %
+5.21%
% of All Funds
17.03%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.19%
New
75
Increased
172
Reduced
194
Closed
44
Calls
$71M
Puts
$24M
Net Calls
+$47M
Net Calls Change
+$40.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$454M
2
Franklin Resources
2
Franklin Resources
California
$219M
3
Capital World Investors
3
Capital World Investors
California
$617M
4
TCM
4
TimesSquare Capital Management
New York
$46.8M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$47.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$62.6M
2
PHS
2
PFM Health Sciences
California
$0
3
LCS
3
Levin Capital Strategies
New York
$13.5M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$9.63M
5
KeyBank National Association
5
KeyBank National Association
Ohio
$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$37.9M -$142K -1,324 -0.4%
Prudential Financial
52
Prudential Financial
New Jersey
$35.5M +$15.3M +143,473 +76%
SC
53
Saturna Capital
Washington
$34.8M – – –
Charles Schwab
54
Charles Schwab
California
$34.7M +$830K +7,687 +2%
Renaissance Technologies
55
Renaissance Technologies
New York
$34.7M -$6.48M -60,600 -16%
ACM
56
Atlanta Capital Management
Georgia
$34.4M +$34.4M +321,900 New
AAMU
57
Amundi Asset Management US
Massachusetts
$34.2M +$4.43M +41,406 +15%
Invesco
58
Invesco
Georgia
$32.6M +$3.39M +31,728 +12%
Baillie Gifford & Co
59
Baillie Gifford & Co
United Kingdom
$32.5M +$4.07M +38,096 +14%
BlackRock
60
BlackRock
New York
$32.3M -$2.29M -21,372 -7%
WCM
61
Winton Capital Management
United Kingdom
$31.6M -$5.11M -47,769 -14%
ClearBridge Investments
62
ClearBridge Investments
New York
$31M +$4.41M +41,258 +17%
CIP
63
Champlain Investment Partners
Vermont
$30.7M +$6.02M +56,250 +24%
MWNA
64
Marshall Wace North America
New York
$30.6M +$30.6M +286,116 New
STMM
65
South Texas Money Management
Texas
$30.6M +$184K +1,721 +0.6%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$29.9M -$1.06M -9,924 -3%
PAMU
67
Pictet Asset Management (UK)
United Kingdom
$29.8M +$3.72M +34,757 +14%
RG
68
Renaissance Group
Kentucky
$29.4M +$29.4M +275,357 New
Credit Agricole
69
Credit Agricole
France
$29.4M +$29.4M +275,331 New
BHC
70
Bowen Hanes & Co
Florida
$28.4M -$1.4M -13,120 -5%
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$28.4M +$762K +7,128 +3%
PAM
72
Panagora Asset Management
Massachusetts
$28.4M -$194K -1,811 -0.7%
MAA
73
Managed Account Advisors
New Jersey
$27.3M -$6.54M -61,147 -19%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$26.9M +$833K +7,792 +3%
Wells Fargo
75
Wells Fargo
California
$26.4M -$1.13M -10,571 -4%
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