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Rockwell Automation
ROK

991 hedge funds and large institutions have $19.7B invested in Rockwell Automation in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 345 increasing their positions, 340 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 3 → 9 (+6)

43% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 74

7% more capital invested

Capital invested by funds: $18.4B → $19.7B (+$1.27B)

2% more funds holding

Funds holding: 973 → 991 (+18)

3% more call options, than puts

Call options by funds: $120M | Put options by funds: $116M

1% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 340

0.33% less ownership

Funds ownership: 79.71% → 79.38% (-0.33%)

Holders
991
Holders Change
+18
Holders Change %
+1.85%
% of All Funds
17.07%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
106
Increased
345
Reduced
340
Closed
74
Calls
$120M
Puts
$116M
Net Calls
+$3.75M
Net Calls Change
-$6.17M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$222M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$178M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$149M
4
Citadel Advisors
Citadel Advisors
Florida
+$124M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$94.6M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$121M
2
F
FIFTHDELTA
United Kingdom
-$102M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$100M
4
CVA
Ceredex Value Advisors
Florida
-$72.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$70.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
351
Peak Financial Advisors
Colorado
$2.11M +$96.1K +412 +4%
SAM
352
Securian Asset Management
Minnesota
$2.09M +$23.3K +100 +1%
NIC
353
Northwest Investment Counselors
Oregon
$2.08M +$170K +728 +8%
FT
354
Fiduciary Trust
Massachusetts
$2.04M -$1.98M -8,503 -47%
VPIM
355
Vanguard Personalized Indexing Management
California
$2.04M +$406K +1,741 +22%
Mackenzie Financial
356
Mackenzie Financial
Ontario, Canada
$2.03M -$462K -1,983 -17%
WBC
357
Westpac Banking Corp
Australia
$2.03M – – –
RP
358
Riverbridge Partners
Minnesota
$2.01M -$11K -47 -0.5%
WC
359
Weil Company
California
$2M +$120K +516 +6%
PAG
360
Private Advisor Group
New Jersey
$1.98M -$407K -1,745 -16%
KRS
361
Kentucky Retirement Systems
Kentucky
$1.94M +$94.9K +407 +5%
GCM
362
Graham Capital Management
Connecticut
$1.93M +$2.09M +8,959 New
PCIA
363
Prime Capital Investment Advisors
Kansas
$1.93M +$2.09M +8,948 New
LBC
364
Lawrence B. Cohen
$1.92M -$406K -1,740 -16%
FRA
365
Front Row Advisors
California
$1.92M -$23.3K -100 -1%
OPERF
366
Oregon Public Employees Retirement Fund
Oregon
$1.9M -$42.9K -184 -2%
FC
367
FORA Capital
Florida
$1.89M +$352K +1,510 +21%
LCM
368
Laurion Capital Management
New York
$1.85M +$2.01M +8,624 New
CF
369
Centaurus Financial
California
$1.8M +$11.4K +49 +0.6%
Mercer Global Advisors
370
Mercer Global Advisors
Colorado
$1.78M +$70K +300 +4%
CIS
371
Capital International Sarl
California
$1.75M +$158K +679 +9%
BAMF
372
BI Asset Management Fondsmaeglerselskab
Denmark
$1.74M +$463K +1,986 +33%
TF
373
TIAA FSB
Florida
$1.73M -$181K -775 -9%
PA
374
Pinnacle Associates
New York
$1.73M -$42.2K -181 -2%
FM
375
Freemont Management
Switzerland
$1.72M – – –
13 14
15
16 17

ROK Hedge Fund Activity: Q3 2022 in Review

991 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q3 2022, worth a combined $19.7B — up 6.9% from $18.4B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new ROK positions and 74 closed out — a net gain of 32 holders — while 345 added to existing stakes and 340 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $222M. The largest seller was AllianceBernstein, cutting an estimated $121M.

  • 991 institutional investors held Rockwell Automation (ROK) as of Q3 2022, up from 973 in Q2 2022.
  • Funds reported $19.7B of Rockwell Automation stock for Q3 2022, up 6.9% quarter-over-quarter.
  • 106 funds opened new Rockwell Automation positions in Q3 2022 and 74 closed out, a net change of +32 holders.
  • The largest Rockwell Automation buyer in Q3 2022 was Millennium Management, an estimated $222M added.
  • The largest Rockwell Automation seller in Q3 2022 was AllianceBernstein, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2022.