ROK icon

Rockwell Automation
ROK

Overview Fund Activity

572 hedge funds and large institutions have $12.1B invested in Rockwell Automation in 2013 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 185 increasing their positions, 208 reducing their positions, and 27 closing their positions.

Holders
572
Holders Change
+47
Holders Change %
+8.95%
% of All Funds
16.61%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
80
Increased
185
Reduced
208
Closed
27
Calls
$41.7M
Puts
$20.3M
Net Calls
+$21.5M
Net Calls Change
-$25.5M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$132M
2
EVM
2
Eaton Vance Management
Massachusetts
$78.1M
3
SAM
3
Scopus Asset Management
New York
$53.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$50.6M
5
State Street
5
State Street
Massachusetts
$720M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$469M
2
Ameriprise
2
Ameriprise
Minnesota
$266M
3
CI
3
Cambiar Investors
Colorado
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$193M
5
SB
5
Suntrust Banks
Georgia
$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WRF
51
Waddell & Reed Financial
Kansas
$47M +$3.01M +25,500 +7%
AI
52
Axiom Investors
Connecticut
$46.2M +$24.1M +203,980 +109%
ACM
53
Atlanta Capital Management
Georgia
$43.3M +$5.27M +44,581 +14%
Nuveen Asset Management
54
Nuveen Asset Management
Illinois
$43M -$2.47M -20,864 -5%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$42.7M -$1.88M -15,998 -4%
Alyeska Investment Group
56
Alyeska Investment Group
Illinois
$41.3M +$14.8M +124,874 +56%
Charles Schwab
57
Charles Schwab
California
$39.4M +$1.48M +12,506 +4%
Schroder Investment Management Group
58
Schroder Investment Management Group
United Kingdom
$39M -$4.25M -35,930 -10%
SC
59
Saturna Capital
Washington
$38.4M +$27.2K +230 +0.1%
AAMU
60
Amundi Asset Management US
Massachusetts
$37.8M +$7.8K +66 +0%
PAMU
61
Pictet Asset Management (UK)
United Kingdom
$37.6M +$4.74M +40,091 +14%
BlackRock
62
BlackRock
New York
$37.2M +$1.48M +12,544 +4%
CS
63
Credit Suisse
Switzerland
$37M +$14.7M +124,369 +66%
Invesco
64
Invesco
Georgia
$36.3M +$185K +1,568 +0.5%
Baillie Gifford & Co
65
Baillie Gifford & Co
United Kingdom
$35.2M -$745K -6,304 -2%
Lord, Abbett & Co
66
Lord, Abbett & Co
New Jersey
$35M -$17.3M -146,778 -33%
ClearBridge Investments
67
ClearBridge Investments
New York
$34.1M -$118K -998 -0.3%
CIP
68
Champlain Investment Partners
Vermont
$33.8M -$148K -1,255 -0.4%
STMM
69
South Texas Money Management
Texas
$33.4M -$396K -3,348 -1%
AQR Capital Management
70
AQR Capital Management
Connecticut
$33M +$10.3M +86,764 +45%
RG
71
Renaissance Group
Kentucky
$31.5M -$1.01M -8,556 -3%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$31.5M -$1.56M -13,200 -5%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$30.8M -$590K -4,994 -2%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$29.9M +$201K +1,700 +0.7%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$28.7M -$26.7M -226,238 -48%
1 2
3
4 5