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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 %
Ohio Public Employees Retirement System (OPERS)
176
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.11M +$1.19M +10,672 +30%
CCA
177
Catalyst Capital Advisors
New York
$4.88M +$4.88M +43,875 New
IP
178
Isthmus Partners
Wisconsin
$4.8M +$4.8M +43,173 New
Arrowstreet Capital
179
Arrowstreet Capital
Massachusetts
$4.74M +$4.74M +42,591 New
SEI Investments
180
SEI Investments
Pennsylvania
$4.64M +$4.64M +41,731 New
BA
181
Bridgewater Associates
Connecticut
$4.63M +$2.89M +26,000 +166%
TIM
182
Thompson Investment Management
Wisconsin
$4.59M -$107K -958 -2%
HTHT
183
Hemenway Trust Hemenway Trust
New Hampshire
$4.47M +$216K +1,940 +5%
Zurich Cantonal Bank
184
Zurich Cantonal Bank
Switzerland
$4.38M +$2.32M +20,860 +112%
GIBU
185
Gulf International Bank (UK)
United Kingdom
$4.36M +$77.8K +700 +2%
BCB
186
Brian C. Broderick
$4.32M +$574K +5,163 +15%
CCM
187
Cadence Capital Management
Massachusetts
$4.31M +$1.28M +11,490 +42%
ASRS
188
Arizona State Retirement System
Arizona
$4.23M -$44.5K -400 -1%
Allianz Asset Management
189
Allianz Asset Management
Germany
$4.19M -$210K -1,885 -5%
MSA
190
Mason Street Advisors
Wisconsin
$4.13M -$126K -1,137 -3%
SIM
191
Spark Investment Management
New York
$4.1M +$1.65M +14,800 +67%
AAM
192
Aberdeen Asset Management
United Kingdom
$3.91M -$7.68M -69,087 -66%
SF
193
Synovus Financial
Georgia
$3.89M -$181K -1,635 -4%
HIMCH
194
Hartford Investment Management Co (HIMCO)
Connecticut
$3.85M -$147K -1,322 -4%
ACM
195
Apex Capital Management
Ohio
$3.85M -$30.7K -276 -0.8%
IRF
196
IBM Retirement Fund
New York
$3.79M +$167K +1,505 +5%
AAM
197
Advisors Asset Management
Colorado
$3.75M -$779K -7,004 -17%
SWK
198
Stephen W. Kidder
$3.61M +$121K +1,090 +3%
NAP
199
New Amsterdam Partners
New York
$3.61M +$3.61M +32,441 New
FAF
200
Fjarde Ap-fonden
Sweden
$3.56M -$380K -3,422 -10%
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