ROK icon

Rockwell Automation
ROK

Overview Fund Activity

579 hedge funds and large institutions have $13B invested in Rockwell Automation in 2014 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 209 increasing their positions, 198 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
16.73%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
52
Increased
209
Reduced
198
Closed
38
Calls
$49.2M
Puts
$26.5M
Net Calls
+$22.7M
Net Calls Change
+$1.21M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$915M
2
Primecap Management
Primecap Management
California
$357M
3
EVM
Eaton Vance Management
Massachusetts
$156M
4
SB
Suntrust Banks
Georgia
$84.7M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$72.1M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$372M
2
Artisan Partners
Artisan Partners
Wisconsin
$255M
3
Capital Research Global Investors
Capital Research Global Investors
California
$292M
4
SAC
Smith Affiliated Capital
New York
$66.3M
5
Ameriprise
Ameriprise
Minnesota
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
NLGIA
201
Nippon Life Global Investors Americas
New York
$4.81M +$4.81M +38,610 New
HNB
202
Huntington National Bank
Ohio
$4.81M +$1.86M +14,972 +63%
HCM
203
Herndon Capital Management
Georgia
$4.8M +$3.58M +28,730 +293%
GIBU
204
Gulf International Bank (UK)
United Kingdom
$4.79M – – –
MBE
205
Michael B. Elefante
$4.79M +$319K +2,565 +7%
HIMCH
206
Hartford Investment Management Co (HIMCO)
Connecticut
$4.73M -$189K -1,520 -4%
LBG
207
Lloyds Banking Group
United Kingdom
$4.66M -$358K -2,877 -7%
CA
208
Commerzbank Aktiengesellschaft
Germany
$4.62M -$1.04M -8,371 -18%
Nordea Investment Management
209
Nordea Investment Management
Sweden
$4.55M +$51.7K +415 +1%
EIM
210
ExxonMobil Investment Management
Texas
$4.53M +$31K +249 +0.7%
HTHT
211
Hemenway Trust Hemenway Trust
New Hampshire
$4.52M +$18.4K +148 +0.4%
IRF
212
IBM Retirement Fund
New York
$4.47M -$2.47M -19,835 -36%
ACM
213
Apex Capital Management
Ohio
$4.45M +$74.2K +596 +2%
AAM
214
Advisors Asset Management
Colorado
$4.15M +$1.33M +10,667 +47%
Citigroup
215
Citigroup
New York
$4.14M -$1.09M -8,782 -21%
CCMH
216
Cornerstone Capital Management Holdings
New York
$4.12M -$11.5M -92,434 -74%
MPM
217
Meritage Portfolio Management
Kansas
$4.08M +$73.6K +591 +2%
FSA
218
Financial Sense Advisors
California
$4.08M +$63.3K +508 +2%
SF
219
Synovus Financial
Georgia
$3.99M -$1.46M -11,710 -27%
Royal London Asset Management
220
Royal London Asset Management
United Kingdom
$3.95M -$16.5K -136 -0.4%
KFS
221
Kurt F. Somerville
$3.94M -$40K -321 -1%
CTC
222
Central Trust Company
Missouri
$3.93M +$81K +650 +2%
ABC
223
Anchor Bolt Capital
Illinois
$3.93M +$3.93M +31,543 New
BCM
224
Bridgeway Capital Management
Texas
$3.85M – – –
KeyBank National Association
225
KeyBank National Association
Ohio
$3.84M -$65.3K -524 -2%
7 8
9
10 11