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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
1
Capital World Investors
California
$915M
2
Primecap Management
2
Primecap Management
California
$357M
3
EVM
3
Eaton Vance Management
Massachusetts
$156M
4
SB
4
Suntrust Banks
Georgia
$84.7M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$72.1M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$372M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$255M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$292M
4
SAC
4
Smith Affiliated Capital
New York
$66.3M
5
Ameriprise
5
Ameriprise
Minnesota
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
51
GAMCO Investors
Connecticut
$50.4M -$959K -7,700 -2%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$46.2M -$3.24M -26,377 -7%
B
53
Baird
Wisconsin
$46M +$20.1M +161,003 +77%
Nuveen Asset Management
54
Nuveen Asset Management
Illinois
$45.3M -$98K -787 -0.2%
CI Investments Inc
55
CI Investments Inc
Ontario, Canada
$45M +$45M +361,400 New
Victory Capital Management
56
Victory Capital Management
Texas
$43.7M -$6.94M -55,700 -14%
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$42.8M +$1.64M +13,200 +4%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$42.6M -$2.53M -20,322 -6%
PAMU
59
Pictet Asset Management (UK)
United Kingdom
$41.7M +$1.98M +15,869 +5%
1832 Asset Management
60
1832 Asset Management
Ontario, Canada
$41.3M +$16.8M +135,930 +69%
ClearBridge Investments
61
ClearBridge Investments
New York
$40.5M +$4.59M +36,889 +13%
SC
62
Saturna Capital
Washington
$40.5M – – –
Invesco
63
Invesco
Georgia
$39.7M +$1.54M +12,355 +4%
AAMU
64
Amundi Asset Management US
Massachusetts
$39.4M -$389K -3,125 -1%
BlackRock
65
BlackRock
New York
$39.4M +$226K +1,816 +0.6%
CIP
66
Champlain Investment Partners
Vermont
$37.7M +$2.04M +16,375 +6%
Baillie Gifford & Co
67
Baillie Gifford & Co
United Kingdom
$37M -$113K -911 -0.3%
Charles Schwab
68
Charles Schwab
California
$35.9M -$5.66M -45,412 -14%
ACM
69
Atlanta Capital Management
Georgia
$35.5M -$10.1M -81,250 -22%
STMM
70
South Texas Money Management
Texas
$35.5M +$315K +2,531 +0.9%
Axa
71
Axa
France
$34.8M +$23M +184,530 +195%
AQR Capital Management
72
AQR Capital Management
Connecticut
$33.1M -$1.63M -13,100 -5%
Wells Fargo
73
Wells Fargo
California
$32.7M +$2.58M +20,743 +9%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$32.6M -$660K -5,298 -2%
RG
75
Renaissance Group
Kentucky
$32.4M -$840K -6,743 -3%
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