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Rockwell Automation
ROK

Overview Fund Activity

574 hedge funds and large institutions have $11.1B invested in Rockwell Automation in 2014 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 188 increasing their positions, 210 reducing their positions, and 49 closing their positions.

Holders
574
Holders Change
+13
Holders Change %
+2.32%
% of All Funds
15.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
70
Increased
188
Reduced
210
Closed
49
Calls
$35.9M
Puts
$30.8M
Net Calls
+$5.13M
Net Calls Change
-$38.6M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.09B
2
Lazard Asset Management
2
Lazard Asset Management
New York
$248M
3
ATO
3
Alecta Tjanstepension Omsesidigt
Sweden
$122M
4
CLM
4
ClearBridge LLC (Maryland)
Maryland
$82M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$136M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$347M
2
American Century Companies
2
American Century Companies
Missouri
$13.9M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
EVM
4
Eaton Vance Management
Massachusetts
$83.4M
5
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Capital World Investors
1
Capital World Investors
California
$1.09B 9,806,010 +1,535,910 +19%
Vanguard Group
2
Vanguard Group
Pennsylvania
$796M 7,159,870 +107,590 +2%
State Street
3
State Street
Massachusetts
$684M 6,146,886 +276,297 +5%
BIT
4
BlackRock Institutional Trust
California
$414M 3,718,651 +29,527 +0.8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$347M 3,118,191 -1,561,330 -33%
Primecap Management
6
Primecap Management
California
$313M 2,817,339 -7,310 -0.3%
BA
7
BlackRock Advisors
Delaware
$272M 2,444,574 -271,671 -10%
Harris Associates
8
Harris Associates
Illinois
$252M 2,268,796 -620 -0%
Lazard Asset Management
9
Lazard Asset Management
New York
$248M 2,227,260 +1,421,130 +176%
BFA
10
BlackRock Fund Advisors
California
$216M 1,939,648 +103,361 +6%
Northern Trust
11
Northern Trust
Illinois
$204M 1,831,011 -8,494 -0.5%
Franklin Resources
12
Franklin Resources
California
$196M 1,764,866 -281,223 -14%
Capital Research Global Investors
13
Capital Research Global Investors
California
$195M 1,754,200 -123,482 -7%
Capital International Investors
14
Capital International Investors
California
$191M 1,715,900 +89,500 +6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$187M 1,680,104 +85,109 +5%
BG
16
BlackRock Group
United Kingdom
$174M 1,567,613 +36,866 +2%
Bank of America
17
Bank of America
North Carolina
$167M 1,499,472 +37,881 +3%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$136M 1,226,286 +613,493 +100%
Deutsche Bank
19
Deutsche Bank
Germany
$132M 1,189,658 +325,498 +38%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$128M 1,148,837 -20,311 -2%
ATO
21
Alecta Tjanstepension Omsesidigt
Sweden
$122M 1,086,000 +1,086,000 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$113M 1,015,733 +23,168 +2%
Ameriprise
23
Ameriprise
Minnesota
$109M 978,753 -75,874 -7%
Wells Fargo
24
Wells Fargo
California
$108M 967,766 +463,568 +92%
VFA
25
Virtus Fund Advisers
Connecticut
$101M 903,960 +367,450 +68%
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