We are live on ! Find out more
ROK icon

Rockwell Automation
ROK

499 hedge funds and large institutions have $8.45B invested in Rockwell Automation in 2013 Q2 according to their latest regulatory filings, with 499 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

72.55% more ownership

Funds ownership: 0% → 72.55% (+73%)

21% more call options, than puts

Call options by funds: $39.5M | Put options by funds: $32.7M

Holders
499
Holders Change
+499
Holders Change %
–
% of All Funds
16.29%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.1%
New
499
Increased
–
Reduced
–
Closed
–
Calls
$39.5M
Puts
$32.7M
Net Calls
+$6.78M
Net Calls Change
+$6.78M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$553M +$574M +6,648,604 New
Harris Associates
2
Harris Associates
Illinois
$532M +$553M +6,399,003 New
State Street
3
State Street
Massachusetts
$459M +$477M +5,526,813 New
Capital World Investors
4
Capital World Investors
California
$427M +$444M +5,140,000 New
BIT
5
BlackRock Institutional Trust
California
$312M +$324M +3,756,506 New
Ameriprise
6
Ameriprise
Minnesota
$252M +$262M +3,030,607 New
Capital Research Global Investors
7
Capital Research Global Investors
California
$243M +$253M +2,924,000 New
Fidelity Investments
8
Fidelity Investments
Massachusetts
$234M +$243M +2,815,410 New
BA
9
BlackRock Advisors
Delaware
$228M +$237M +2,740,862 New
American Century Companies
10
American Century Companies
Missouri
$211M +$219M +2,534,044 New
Artisan Partners
11
Artisan Partners
Wisconsin
$203M +$211M +2,446,000 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$195M +$203M +2,345,538 New
Northern Trust
13
Northern Trust
Illinois
$165M +$172M +1,986,024 New
Primecap Management
14
Primecap Management
California
$160M +$166M +1,926,210 New
BFA
15
BlackRock Fund Advisors
California
$136M +$141M +1,638,412 New
Capital International Investors
16
Capital International Investors
California
$135M +$140M +1,626,400 New
Goldman Sachs
17
Goldman Sachs
New York
$123M +$128M +1,482,003 New
Franklin Resources
18
Franklin Resources
California
$113M +$117M +1,360,198 New
BG
19
BlackRock Group
United Kingdom
$110M +$115M +1,326,108 New
TCIM
20
TIAA CREF Investment Management
New York
$109M +$113M +1,310,567 New
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$94.7M +$98.4M +1,139,035 New
Lazard Asset Management
22
Lazard Asset Management
New York
$93.3M +$96.9M +1,122,085 New
Norges Bank
23
Norges Bank
Norway
$93M +$96.6M +1,118,407 New
PHS
24
PFM Health Sciences
California
$83M +$86.3M +998,716 New
CI
25
Cambiar Investors
Colorado
$80.6M +$83.7M +969,260 New
1
2 3 4 5

ROK Hedge Fund Activity: Q2 2013 in Review

499 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q2 2013, worth a combined $8.45B.

Buyers outnumbered sellers: 499 funds opened new ROK positions and 0 closed out — a net gain of 499 holders — while 0 added to existing stakes and 0 trimmed.

  • 499 institutional investors held Rockwell Automation (ROK) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $8.45B of Rockwell Automation stock for Q2 2013.
  • 499 funds opened new Rockwell Automation positions in Q2 2013 and 0 closed out, a net change of +499 holders.

Based on aggregated 13F filings for Q2 2013.