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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 %
EIM
201
ExxonMobil Investment Management
Texas
$3.94M -$208K -1,941 -5%
LBG
202
Lloyds Banking Group
United Kingdom
$3.84M -$796K -7,443 -17%
HTHT
203
Hemenway Trust Hemenway Trust
New Hampshire
$3.83M +$855K +7,992 +29%
KeyBank National Association
204
KeyBank National Association
Ohio
$3.72M -$47.4M -443,578 -93%
NAP
205
New Amsterdam Partners
New York
$3.7M -$15.9M -148,676 -81%
CTC
206
Central Trust Company
Missouri
$3.67M +$1.94M +18,140 +112%
SAM
207
Shell Asset Management
Netherlands
$3.66M +$144K +1,349 +4%
HJMC
208
Hellman Jordan Management Company
Massachusetts
$3.66M +$866K +8,100 +31%
SCM
209
Suffolk Capital Management
New York
$3.63M -$1.48M -13,800 -29%
Royal London Asset Management
210
Royal London Asset Management
United Kingdom
$3.62M +$40.8K +365 +1%
OTPPB
211
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.56M -$19.5K -182 -0.5%
AA
212
AlphaMark Advisors
Kentucky
$3.56M -$374K -3,496 -10%
MBE
213
Michael B. Elefante
$3.55M +$556K +5,195 +19%
Mitsubishi UFJ Asset Management
214
Mitsubishi UFJ Asset Management
Japan
$3.45M +$191K +1,784 +6%
Two Sigma Investments
215
Two Sigma Investments
New York
$3.44M +$3.44M +32,155 New
KFS
216
Kurt F. Somerville
$3.4M +$598K +5,595 +21%
BCM
217
Bridgeway Capital Management
Texas
$3.3M – – –
CC
218
Curian Capital
Colorado
$3.28M +$276K +2,584 +9%
ARC
219
Absolute Return Capital
Massachusetts
$3.23M -$9.99M -93,402 -76%
TAM
220
Tocqueville Asset Management
New York
$3.2M +$107K +1,000 +3%
QI
221
Quotient Investors
New York
$3.18M -$692K -6,474 -18%
FMT
222
First Mercantile Trust
Tennessee
$3.1M +$1.74M +16,252 +128%
Walleye Trading
223
Walleye Trading
New York
$3.06M -$233K -2,174 -7%
COPPSERS
224
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.03M -$12.6K -118 -0.4%
Nomura Holdings
225
Nomura Holdings
Japan
$3.01M -$6.67M -62,297 -69%
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