We are live on ! Find out more
ROK icon

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
GC
426
Guggenheim Capital
Illinois
$1.17M -$56.7K -243 -4%
FRM
427
Fox Run Management
Connecticut
$1.17M +$1.27M +5,446 New
DCM
428
Decatur Capital Management
Georgia
$1.15M -$233 -1 -0%
SPIA
429
Steward Partners Investment Advisory
New York
$1.15M -$327K -1,404 -21%
BAM
430
Blueshift Asset Management
New Jersey
$1.13M -$591K -2,536 -33%
HI
431
Hoey Investments
Pennsylvania
$1.12M +$1.21M +5,203 New
WF
432
WoodTrust Financial
Wisconsin
$1.12M +$371K +1,593 +44%
AWM
433
AE Wealth Management
Kansas
$1.11M +$295K +1,264 +32%
Thrivent Financial for Lutherans
434
Thrivent Financial for Lutherans
Minnesota
$1.1M +$3.26K +14 +0.3%
IA
435
IFP Advisors
Florida
$1.08M +$28.9K +124 +1%
AIM
436
Aquila Investment Management
New York
$1.08M – – –
OAM
437
Oppenheimer Asset Management
New York
$1.07M +$101K +435 +10%
PI
438
Pettee Investors
Connecticut
$1.07M – – –
CA
439
Cetera Advisors
Colorado
$1.07M -$22.9K -98 -2%
SBH
440
Segall Bryant & Hamill
Illinois
$1.06M – – –
BC
441
Burney Company
Virginia
$1.06M +$8.39K +36 +0.7%
EOJOAM
442
E. Ohman J:or Asset Management
Sweden
$1.05M – – –
AAF
443
Andra AP-fonden
Sweden
$1.05M -$1.75M -7,500 -60%
KCM
444
Kornitzer Capital Management
Kansas
$1.05M -$78.1K -335 -6%
Holocene Advisors
445
Holocene Advisors
New York
$1.05M +$1.14M +4,884 New
TWP
446
Tempus Wealth Planning
California
$1.04M +$1.13M +4,850 New
HKAM
447
Horizon Kinetics Asset Management
New York
$1.04M +$46.6K +200 +4%
PIM
448
Penobscot Investment Management
Massachusetts
$1.03M -$35K -150 -3%
LB
449
Legacy Bridge
Iowa
$1.02M – – –
SPC
450
Sigma Planning Corp
Michigan
$1.01M +$34.7K +149 +3%
16 17
18
19 20

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.