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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.

New
Increased
Maintained
Reduced
Closed
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
Fidelity Investments
Massachusetts
$454M
2
Franklin Resources
Franklin Resources
California
$219M
3
Capital World Investors
Capital World Investors
California
$617M
4
TCM
TimesSquare Capital Management
New York
$46.8M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$47.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$62.6M
2
PHS
PFM Health Sciences
California
$0
3
LCS
Levin Capital Strategies
New York
$13.5M
4
Allianz Asset Management
Allianz Asset Management
Germany
$9.63M
5
KeyBank National Association
KeyBank National Association
Ohio
$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Teacher Retirement System of Texas
151
Teacher Retirement System of Texas
Texas
$8.2M -$659K -6,158 -7%
BNP Paribas Financial Markets
152
BNP Paribas Financial Markets
France
$8.19M +$8.19M +76,544 New
RMCM
153
Reynders McVeigh Capital Management
Massachusetts
$8.08M +$810K +7,574 +11%
PAS
154
Professional Advisory Services
Florida
$8.07M -$382K -3,569 -5%
FTB
155
First Trust Bank
Bahamas
$8.02M +$8.02M +75,000 New
Luther King Capital Management (LKCM)
156
Luther King Capital Management (LKCM)
Texas
$7.87M +$2.69M +25,180 +52%
AIG
157
American International Group
New York
$7.82M +$114K +1,062 +1%
PI
158
Putnam Investments
Massachusetts
$7.67M +$407K +3,807 +6%
TPSF
159
Texas Permanent School Fund
Texas
$7.38M -$285K -2,669 -4%
RA
160
Rational Advisors
New York
$7.32M – – –
Axa
161
Axa
France
$7.29M -$5.05M -47,197 -41%
AII
162
AGF Investments Inc
Ontario, Canada
$7.23M +$7.23M +67,800 New
TD Asset Management
163
TD Asset Management
Ontario, Canada
$7.18M -$299K -2,800 -4%
Canada Life
164
Canada Life
Manitoba, Canada
$7.03M +$6.96M +65,284 +11,494%
Comerica Bank
165
Comerica Bank
Texas
$6.97M -$351K -3,280 -5%
RCM
166
Riverhead Capital Management
Delaware
$6.93M +$2.34M +21,928 +51%
U
167
UBS
Switzerland
$6.64M +$126K +1,175 +2%
ERSOT
168
Employees Retirement System of Texas
Texas
$6.63M – – –
SG Americas Securities
169
SG Americas Securities
New York
$6.62M -$5.3M -49,554 -44%
DIA
170
Denver Investment Advisors
Colorado
$6.6M +$1.8M +16,845 +38%
Federated Hermes
171
Federated Hermes
Pennsylvania
$6.31M +$4.55M +42,590 +260%
IRF
172
IBM Retirement Fund
New York
$6.19M -$898K -8,394 -13%
WFM
173
Wilmington Funds Management
Delaware
$6.06M -$182K -1,700 -3%
SOMRS
174
State of Michigan Retirement System
Michigan
$6.03M -$32.1K -300 -0.5%
WBC
175
Westpac Banking Corp
Australia
$5.84M +$2.61M +24,446 +81%
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