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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.

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
1
Wellington Management Group
Massachusetts
$132M
2
EVM
2
Eaton Vance Management
Massachusetts
$78.1M
3
SAM
3
Scopus Asset Management
New York
$53.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$50.6M
5
State Street
5
State Street
Massachusetts
$720M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$469M
2
Ameriprise
2
Ameriprise
Minnesota
$266M
3
CI
3
Cambiar Investors
Colorado
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$193M
5
SB
5
Suntrust Banks
Georgia
$17.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$811M 6,862,431 +93,895 +1%
State Street
2
State Street
Massachusetts
$720M 6,094,540 +275,401 +5%
Capital World Investors
3
Capital World Investors
California
$681M 5,765,000 – –
Fidelity Investments
4
Fidelity Investments
Massachusetts
$526M 4,455,693 +208,713 +5%
Harris Associates
5
Harris Associates
Illinois
$469M 3,972,989 -2,256,935 -36%
BIT
6
BlackRock Institutional Trust
California
$433M 3,661,151 -26,235 -0.7%
Capital Research Global Investors
7
Capital Research Global Investors
California
$346M 2,924,000 – –
BA
8
BlackRock Advisors
Delaware
$333M 2,820,648 +84,151 +3%
Artisan Partners
9
Artisan Partners
Wisconsin
$328M 2,779,583 -15,899 -0.6%
American Century Companies
10
American Century Companies
Missouri
$278M 2,354,493 +217,262 +10%
Ameriprise
11
Ameriprise
Minnesota
$266M 2,250,747 -820,661 -27%
Franklin Resources
12
Franklin Resources
California
$231M 1,953,602 -92,011 -4%
Northern Trust
13
Northern Trust
Illinois
$222M 1,879,899 -15,997 -0.8%
Primecap Management
14
Primecap Management
California
$209M 1,771,310 -67,800 -4%
BFA
15
BlackRock Fund Advisors
California
$207M 1,754,290 +71,069 +4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$193M 1,629,473 -624,202 -28%
Capital International Investors
17
Capital International Investors
California
$192M 1,626,400 – –
TCIM
18
TIAA CREF Investment Management
New York
$170M 1,439,910 -67,196 -4%
BG
19
BlackRock Group
United Kingdom
$167M 1,415,665 +14,611 +1%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$141M 1,193,002 +6,741 +0.6%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$132M 1,115,204 +892,827 +401%
Lazard Asset Management
22
Lazard Asset Management
New York
$121M 1,023,758 -32,185 -3%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$120M 1,016,896 +40,000 +4%
Bank of America
24
Bank of America
North Carolina
$109M 919,786 +85,000 +10%
Norges Bank
25
Norges Bank
Norway
$106M 896,972 -231,533 -21%
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