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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 %
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$26.2M -$74.2K -694 -0.3%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$26M -$958K -8,955 -4%
Barclays
78
Barclays
United Kingdom
$25.3M +$2.9M +27,324 +13%
SGAM
79
Smith Group Asset Management
Texas
$25M +$25M +233,684 New
US Bancorp
80
US Bancorp
Minnesota
$24.4M +$523K +4,894 +2%
Alyeska Investment Group
81
Alyeska Investment Group
Illinois
$24M -$11.2M -104,914 -32%
Balyasny Asset Management
82
Balyasny Asset Management
Illinois
$23.9M +$23.9M +223,900 New
Wellington Management Group
83
Wellington Management Group
Massachusetts
$23.8M +$18.8M +175,753 +377%
T. Rowe Price Associates
84
T. Rowe Price Associates
Maryland
$23.6M -$448K -4,190 -2%
Dimensional Fund Advisors
85
Dimensional Fund Advisors
Texas
$23.2M +$597K +5,581 +3%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$23.2M +$10M +93,851 +76%
State of Tennessee, Department of Treasury
87
State of Tennessee, Department of Treasury
Tennessee
$21.5M +$21.5M +201,190 New
B
88
Baird
Wisconsin
$21.3M +$993K +9,288 +5%
USAA
89
United Services Automobile Association
Texas
$20.8M +$14.4M +134,916 +226%
HSBC Holdings
90
HSBC Holdings
United Kingdom
$20.8M +$3.28M +30,656 +19%
AQR Capital Management
91
AQR Capital Management
Connecticut
$20.6M -$608K -5,684 -3%
O
92
OppenheimerFunds
New York
$20.3M +$1.73M +16,220 +9%
PPA
93
Parametric Portfolio Associates
Washington
$20.3M -$510K -4,773 -2%
CS
94
Credit Suisse
Switzerland
$20.2M -$11.7M -109,234 -37%
AI
95
Axiom Investors
Connecticut
$20M -$26.4M -246,650 -57%
GA
96
Geneva Advisors
Illinois
$19.8M -$336K -3,145 -2%
Principal Financial Group
97
Principal Financial Group
Iowa
$19.7M -$547K -5,115 -3%
IAM
98
Impala Asset Management
Florida
$19.1M +$19.1M +178,202 New
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$19M +$9.64M +90,105 +103%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$18.9M -$1.15M -10,739 -6%
2 3
4
5 6