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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 %
STC
176
SEI Trust Company
Pennsylvania
$5.72M -$502K -4,698 -8%
Aviva
177
Aviva
United Kingdom
$5.7M -$294K -2,747 -5%
LNB
178
Ledyard National Bank
$5.6M +$589K +5,507 +12%
AAF
179
Andra AP-fonden
Sweden
$5.42M -$2.42M -22,600 -31%
BWFA
180
Baltimore-Washington Financial Advisors
Maryland
$5.23M -$482K -4,510 -8%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$5.2M +$2.29M +21,402 +79%
TSU
182
TD Securities (USA)
New York
$5.08M -$15.2K -142 -0.3%
TAM
183
Trillium Asset Management
Massachusetts
$5.07M +$143K +1,340 +3%
TIM
184
Thompson Investment Management
Wisconsin
$5.05M -$74.3K -695 -1%
DHFB
185
Dixon Hubard Feinour & Brown
Virginia
$4.99M +$4.99M +46,680 New
Public Sector Pension Investment Board (PSP Investments)
186
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.94M -$171K -1,600 -3%
Natixis Advisors
187
Natixis Advisors
Massachusetts
$4.66M -$705K -6,591 -13%
MSA
188
Mason Street Advisors
Wisconsin
$4.61M -$1.53M -14,350 -25%
NI
189
Numeric Investors
Massachusetts
$4.58M +$4.58M +42,850 New
SF
190
Synovus Financial
Georgia
$4.55M -$982K -9,194 -18%
BKBG
191
BHF Kleinwort Benson Group
Belgium
$4.5M -$6.85K -64 -0.2%
HIMCH
192
Hartford Investment Management Co (HIMCO)
Connecticut
$4.49M -$200K -1,875 -4%
FAF
193
Fjarde Ap-fonden
Sweden
$4.45M -$248K -2,315 -5%
ASRS
194
Arizona State Retirement System
Arizona
$4.38M +$10.7K +100 +0.2%
CCA
195
Cobblestone Capital Advisors
New York
$4.37M -$3.58M -33,460 -45%
QCMC
196
Quantum Capital Management (California)
California
$4.36M +$80.8K +756 +2%
Royal Bank of Canada
197
Royal Bank of Canada
Ontario, Canada
$4.23M -$2.7M -25,219 -39%
AG
198
Aperio Group
California
$4.12M +$443K +4,142 +12%
ACM
199
Apex Capital Management
Ohio
$4.1M +$4.1M +38,372 New
CBOA
200
Commonwealth Bank of Australia
Australia
$3.96M -$117K -1,090 -3%
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