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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 %
SCM
201
Sterling Capital Management
North Carolina
$4.8M +$4.8M +40,632 New
LBG
202
Lloyds Banking Group
United Kingdom
$4.76M +$519K +4,392 +12%
ASRS
203
Arizona State Retirement System
Arizona
$4.68M -$165K -1,400 -3%
HIMCH
204
Hartford Investment Management Co (HIMCO)
Connecticut
$4.67M -$290K -2,453 -6%
MSA
205
Mason Street Advisors
Wisconsin
$4.66M -$434K -3,675 -9%
CBOA
206
Commonwealth Bank of Australia
Australia
$4.6M +$228K +1,932 +5%
FAF
207
Fjarde Ap-fonden
Sweden
$4.58M -$337K -2,852 -7%
GIBU
208
Gulf International Bank (UK)
United Kingdom
$4.55M +$4.55M +38,472 New
Mitsubishi UFJ Asset Management
209
Mitsubishi UFJ Asset Management
Japan
$4.44M +$637K +5,407 +17%
HTHT
210
Hemenway Trust Hemenway Trust
New Hampshire
$4.27M +$40.4K +342 +1%
Nordea Investment Management
211
Nordea Investment Management
Sweden
$4.27M +$1.8M +15,265 +73%
EIM
212
ExxonMobil Investment Management
Texas
$4.27M -$91K -770 -2%
MBE
213
Michael B. Elefante
$4.24M +$314K +2,655 +8%
ACM
214
Apex Capital Management
Ohio
$4.15M -$380K -3,218 -8%
CCA
215
Cobblestone Capital Advisors
New York
$4.12M -$713K -6,030 -15%
JIM
216
Jupiter Investment Management
United Kingdom
$4.11M +$4.11M +34,800 New
NAP
217
New Amsterdam Partners
New York
$4.05M -$30.5K -258 -0.7%
IP
218
Interval Partners
New York
$3.84M +$3.84M +32,500 New
Royal London Asset Management
219
Royal London Asset Management
United Kingdom
$3.82M +$29.6K +253 +0.8%
FSA
220
Financial Sense Advisors
California
$3.81M +$807K +6,834 +27%
MPM
221
Meritage Portfolio Management
Kansas
$3.8M +$3.8M +32,196 New
KFS
222
Kurt F. Somerville
$3.77M +$12.4K +105 +0.3%
CC
223
Curian Capital
Colorado
$3.72M +$98.9K +837 +3%
KeyBank National Association
224
KeyBank National Association
Ohio
$3.71M -$405K -3,426 -10%
CTC
225
Central Trust Company
Missouri
$3.65M -$402K -3,400 -10%
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