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

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$372M
2
Artisan Partners
Artisan Partners
Wisconsin
$255M
3
Capital Research Global Investors
Capital Research Global Investors
California
$292M
4
SAC
Smith Affiliated Capital
New York
$66.3M
5
Ameriprise
Ameriprise
Minnesota
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$14.4M +$8.23M +66,099 +134%
VOYA Investment Management
127
VOYA Investment Management
Georgia
$14.1M +$60.3K +484 +0.4%
Luther King Capital Management (LKCM)
128
Luther King Capital Management (LKCM)
Texas
$14.1M +$5.27M +42,310 +60%
Allianz Asset Management
129
Allianz Asset Management
Germany
$14.1M -$372K -2,986 -3%
KBC Group
130
KBC Group
Belgium
$14M -$3.37M -27,066 -19%
PI
131
Putnam Investments
Massachusetts
$13.5M +$43.1K +346 +0.3%
RIM
132
Rainier Investment Management
Washington
$13.1M -$4.91M -39,390 -27%
ACI
133
AMP Capital Investors
Australia
$13M -$1.81M -14,590 -12%
TG
134
TCW Group
California
$12.8M +$32.3K +259 +0.3%
BLM
135
Bennett Lawrence Management
New York
$12.8M +$4.36K +35 +0%
Chevy Chase Trust
136
Chevy Chase Trust
Maryland
$12.6M +$18.9K +152 +0.2%
MI
137
Markston International
New York
$12.6M -$209K -1,675 -2%
FTB
138
First Trust Bank
Bahamas
$12.5M – – –
State of Wisconsin Investment Board
139
State of Wisconsin Investment Board
Wisconsin
$12.4M +$16.2K +130 +0.1%
Millennium Management
140
Millennium Management
New York
$12.1M -$231K -1,857 -2%
BCIM
141
British Columbia Investment Management
British Columbia, Canada
$12M -$3.28M -26,353 -21%
HJMC
142
Hellman Jordan Management Company
Massachusetts
$11.6M +$8.33M +66,871 +259%
NFA
143
Nationwide Fund Advisors
Ohio
$11.2M -$3.67M -29,498 -25%
GL
144
GLG LLC
New York
$11.1M +$11.1M +89,359 New
Jacobs Levy Equity Management
145
Jacobs Levy Equity Management
New Jersey
$11.1M -$7.32M -58,758 -40%
MLICM
146
Metropolitan Life Insurance Company (MetLife)
New York
$11M -$161K -1,294 -1%
BFO
147
Boston Family Office
Massachusetts
$10.9M -$229K -1,840 -2%
U
148
UBS
Switzerland
$10.8M +$2.9M +23,276 +37%
RMCM
149
Reynders McVeigh Capital Management
Massachusetts
$10.4M +$592K +4,755 +6%
Retirement Systems of Alabama
150
Retirement Systems of Alabama
Alabama
$10.4M +$98.8K +793 +1%
4 5
6
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