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Rockwell Automation
ROK

Overview Fund Activity

572 hedge funds and large institutions have $12.1B invested in Rockwell Automation in 2013 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 185 increasing their positions, 208 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+47
Holders Change %
+8.95%
% of All Funds
16.61%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
80
Increased
185
Reduced
208
Closed
27
Calls
$41.7M
Puts
$20.3M
Net Calls
+$21.5M
Net Calls Change
-$25.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$132M
2
EVM
Eaton Vance Management
Massachusetts
$78.1M
3
SAM
Scopus Asset Management
New York
$53.6M
4
Morgan Stanley
Morgan Stanley
New York
$50.6M
5
State Street
State Street
Massachusetts
$720M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$469M
2
Ameriprise
Ameriprise
Minnesota
$266M
3
CI
Cambiar Investors
Colorado
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$193M
5
SB
Suntrust Banks
Georgia
$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
151
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.83M +$185K +1,568 +2%
Retirement Systems of Alabama
152
Retirement Systems of Alabama
Alabama
$9.76M +$11K +93 +0.1%
GIA
153
Gateway Investment Advisers
Ohio
$9.73M -$102K -860 -1%
GGI
154
Godsey & Gibb Inc
Virginia
$9.73M -$178K -1,505 -2%
LI
155
LMCG Investments
Massachusetts
$9.43M -$138K -1,172 -1%
RMCM
156
Reynders McVeigh Capital Management
Massachusetts
$9.34M +$413K +3,495 +5%
CEP
157
Chicago Equity Partners
Illinois
$8.66M +$7.73M +65,420 +835%
BNP Paribas Financial Markets
158
BNP Paribas Financial Markets
France
$8.51M -$533K -4,507 -6%
Luther King Capital Management (LKCM)
159
Luther King Capital Management (LKCM)
Texas
$8.36M -$335K -2,835 -4%
AIG
160
American International Group
New York
$8.33M -$311K -2,629 -4%
RCAMU
161
Rothschild & Co Asset Management US
Connecticut
$8.27M +$8.27M +69,950 New
Canada Life
162
Canada Life
Manitoba, Canada
$8.06M +$241K +2,031 +3%
Credit Agricole
163
Credit Agricole
France
$7.8M -$24.7M -209,300 -76%
LCS
164
Levin Capital Strategies
New York
$7.78M -$7.09M -60,000 -48%
ERSOT
165
Employees Retirement System of Texas
Texas
$7.66M +$331K +2,800 +5%
TPSF
166
Texas Permanent School Fund
Texas
$7.59M -$565K -4,785 -7%
TD Asset Management
167
TD Asset Management
Ontario, Canada
$7.55M -$390K -3,300 -5%
BKBG
168
BHF Kleinwort Benson Group
Belgium
$7.54M +$2.58M +21,798 +52%
U
169
UBS
Switzerland
$7.48M +$145K +1,224 +2%
SCA
170
SAC Capital Advisors
Connecticut
$7.26M -$3.85M -32,543 -35%
SG Americas Securities
171
SG Americas Securities
New York
$7.25M -$62.7K -531 -0.9%
AAF
172
Andra AP-fonden
Sweden
$7.08M +$1.09M +9,200 +18%
Comerica Bank
173
Comerica Bank
Texas
$6.8M -$895K -7,576 -12%
SOMRS
174
State of Michigan Retirement System
Michigan
$6.66M – – –
IRF
175
IBM Retirement Fund
New York
$6.59M -$242K -2,044 -4%
5 6
7
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