ROK icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
GA
76
Geneva Advisors
Illinois
$32.4M 259,829 +68,544 +36%
Mitsubishi UFJ Trust & Banking
77
Mitsubishi UFJ Trust & Banking
Japan
$32.4M 259,776 -856 -0.3%
US Bancorp
78
US Bancorp
Minnesota
$31.8M 255,267 +18,450 +8%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$31.6M 254,059 +1,200 +0.5%
HSBC Holdings
80
HSBC Holdings
United Kingdom
$31.6M 253,590 +56,561 +29%
Alyeska Investment Group
81
Alyeska Investment Group
Illinois
$31.2M 250,620 -98,866 -28%
Balyasny Asset Management
82
Balyasny Asset Management
Illinois
$30.9M 247,816 -247,349 -50%
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$30.3M 243,365 +901 +0.4%
USAA
84
United Services Automobile Association
Texas
$30.1M 241,886 +6,641 +3%
Dimensional Fund Advisors
85
Dimensional Fund Advisors
Texas
$29.9M 240,297 +17,391 +8%
CS
86
Credit Suisse
Switzerland
$29.3M 235,562 -77,370 -25%
Fidelity International
87
Fidelity International
Bermuda
$28.4M 227,877 +59,775 +36%
BHC
88
Bowen Hanes & Co
Florida
$28.2M 226,215 -11,950 -5%
WCM
89
Winton Capital Management
United Kingdom
$28.1M 225,751 +32,798 +17%
T. Rowe Price Associates
90
T. Rowe Price Associates
Maryland
$27.8M 222,920 +4,300 +2%
MAA
91
Managed Account Advisors
New Jersey
$27.7M 222,261 +1,831 +0.8%
RhumbLine Advisers
92
RhumbLine Advisers
Massachusetts
$27.3M 219,396 -8,195 -4%
SGAM
93
Smith Group Asset Management
Texas
$27M 216,123 -8,172 -4%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$26.6M 213,279 -24,430 -10%
Canada Pension Plan Investment Board
95
Canada Pension Plan Investment Board
Ontario, Canada
$25.7M 206,218 +4,100 +2%
MTB
96
Mizuho Trust & Banking
Japan
$24.1M 193,309 -5,843 -3%
PPA
97
Parametric Portfolio Associates
Washington
$23.8M 191,060 +4,779 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
98
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$23.6M 189,600 +189,600 New
Lord, Abbett & Co
99
Lord, Abbett & Co
New Jersey
$23M 184,761 -111,456 -38%
PI
100
PGGM Investments
Netherlands
$22.9M 183,788 -222,690 -55%
2 3
4
5 6