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Rockwell Automation
ROK

Overview Fund Activity

574 hedge funds and large institutions have $11.1B invested in Rockwell Automation in 2014 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 188 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
574
Holders Change
+13
Holders Change %
+2.32%
% of All Funds
15.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
70
Increased
188
Reduced
210
Closed
49
Calls
$35.9M
Puts
$30.8M
Net Calls
+$5.13M
Net Calls Change
-$38.6M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.09B
2
Lazard Asset Management
Lazard Asset Management
New York
$248M
3
CLM
ClearBridge LLC (Maryland)
Maryland
$82M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$136M
5
Citadel Advisors
Citadel Advisors
Florida
$86.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$347M
2
American Century Companies
American Century Companies
Missouri
$13.9M
3
Artisan Partners
Artisan Partners
Wisconsin
$0
4
EVM
Eaton Vance Management
Massachusetts
$83.4M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
151
Trillium Asset Management
Massachusetts
$7.72M -$6.43M -57,842 -45%
KBC Group
152
KBC Group
Belgium
$7.6M +$5.91M +53,137 +350%
AAF
153
Andra AP-fonden
Sweden
$7.55M +$812K +7,300 +12%
Lord, Abbett & Co
154
Lord, Abbett & Co
New Jersey
$7.45M +$7.45M +66,973 New
Caisse de Depot et Placement du Quebec (CDPQ)
155
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.33M -$10.7M -96,451 -59%
NFA
156
Nationwide Fund Advisors
Ohio
$6.96M -$1.79M -16,130 -20%
GIA
157
Gateway Investment Advisers
Ohio
$6.85M -$2.36M -21,192 -26%
SG Americas Securities
158
SG Americas Securities
New York
$6.67M -$1.26M -11,347 -16%
TD Asset Management
159
TD Asset Management
Ontario, Canada
$6.53M +$355K +3,196 +6%
BNP Paribas Financial Markets
160
BNP Paribas Financial Markets
France
$6.52M -$613K -5,511 -9%
KFS
161
Kurt F. Somerville
$6.48M +$2.76M +24,845 +74%
Aviva
162
Aviva
United Kingdom
$6.34M – – –
Korea Investment Corp
163
Korea Investment Corp
South Korea
$6.25M -$311K -2,800 -5%
SOMRS
164
State of Michigan Retirement System
Michigan
$6.22M -$66.7K -600 -1%
BWFA
165
Baltimore-Washington Financial Advisors
Maryland
$5.96M +$350K +3,146 +6%
TPSF
166
Texas Permanent School Fund
Texas
$5.74M -$213K -1,918 -4%
TSU
167
TD Securities (USA)
New York
$5.73M +$370K +3,331 +7%
Stifel Financial
168
Stifel Financial
Missouri
$5.69M +$3.98M +35,769 +233%
NLGIA
169
Nippon Life Global Investors Americas
New York
$5.59M +$1.75M +15,750 +46%
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$5.55M -$4.29M -38,538 -44%
CAM
171
Congress Asset Management
Massachusetts
$5.37M +$29.5K +265 +0.6%
CAMI
172
Concord Asset Management (Illinois)
Illinois
$5.24M -$62.8K -565 -1%
LNB
173
Ledyard National Bank
$5.2M -$67.9K -611 -1%
National Pension Service
174
National Pension Service
South Korea
$5.15M -$515K -4,628 -9%
Public Sector Pension Investment Board (PSP Investments)
175
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.11M -$556K -5,000 -10%
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7
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