Rockwell Automation
1,051 hedge funds and large institutions have $25.6B invested in Rockwell Automation in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 346 increasing their positions, 391 reducing their positions, and 158 closing their positions.
83% more call options, than puts
Call options by funds: $107M | Put options by funds: $58.6M
0.32% more ownership
Funds ownership: 78.91% → 79.23% (+0.32%)
7% less funds holding
Funds holding: 1,134 → 1,051 (-83)
12% less repeat investments, than reductions
Existing positions increased: 346 | Existing positions reduced: 391
19% less capital invested
Capital invested by funds: $31.8B → $25.6B (-$6.18B)
44% less first-time investments, than exits
New positions opened: 89 | Existing positions closed: 158
48% less funds holding in top 10
Funds holding in top 10: 21 → 11 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$255M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$123M |
| 3 |
Morgan Stanley
New York
|
+$121M |
| 4 |
Ninety One (UK)
London,
United Kingdom
|
+$106M |
| 5 |
BlackRock
New York
|
+$75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$162M |
| 2 |
JP Morgan Chase
New York
|
-$112M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$83.2M |
| 4 |
Amundi
Paris,
France
|
-$82.9M |
| 5 |
SC
Shellback Capital
Boston,
Massachusetts
|
-$53.6M |
ROK Hedge Fund Activity: Q1 2022 in Review
1,051 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q1 2022, worth a combined $25.6B — down 19% from $31.8B a quarter earlier.
Sellers outnumbered buyers: 158 funds closed out of ROK and 89 opened new positions — a net loss of 69 holders — while 391 trimmed existing stakes and 346 added.
The largest buyer was Harding Loevner, adding an estimated $255M. The largest seller was T. Rowe Price Associates, cutting an estimated $162M.
- 1,051 institutional investors held Rockwell Automation (ROK) as of Q1 2022, down from 1,134 in Q4 2021.
- Funds reported $25.6B of Rockwell Automation stock for Q1 2022, down 19% quarter-over-quarter.
- 89 funds opened new Rockwell Automation positions in Q1 2022 and 158 closed out, a net change of -69 holders.
- The largest Rockwell Automation buyer in Q1 2022 was Harding Loevner, an estimated $255M added.
- The largest Rockwell Automation seller in Q1 2022 was T. Rowe Price Associates, an estimated $162M sold.
Based on aggregated 13F filings for Q1 2022.