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Rockwell Automation
ROK

Overview Fund Activity

1,046 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, 344 increasing their positions, 389 reducing their positions, and 158 closing their positions.

Holders
1,046
Holders Change
-83
Holders Change %
-7.35%
% of All Funds
16.55%
Holding in Top 10
11
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-47.62%
% of All Funds
0.17%
New
89
Increased
344
Reduced
389
Closed
158
Calls
$107M
Puts
$58.6M
Net Calls
+$48.7M
Net Calls Change
+$199K

Top Buyers

1
HL
1
Harding Loevner
New Jersey
$180M
2
CVA
2
Ceredex Value Advisors
Florida
$120M
3
Morgan Stanley
3
Morgan Stanley
New York
$417M
4
Ninety One (UK)
4
Ninety One (UK)
United Kingdom
$241M
5
BlackRock
5
BlackRock
New York
$2.58B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$136M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$581M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
Amundi
4
Amundi
France
$310M
5
SC
5
Shellback Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$210M -$4.76M -16,992 -2%
UBS AM
27
UBS AM
Illinois
$205M +$7.39M +26,380 +4%
Impax Asset Management Group
28
Impax Asset Management Group
United Kingdom
$205M +$10M +35,735 +5%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$192M -$386K -1,377 -0.2%
HL
30
Harding Loevner
New Jersey
$180M +$180M +886,811 +1,612,384%
Swedbank
31
Swedbank
Sweden
$162M +$42M +150,000 +35%
Charles Schwab
32
Charles Schwab
California
$160M +$4.94M +17,656 +3%
Luther King Capital Management (LKCM)
33
Luther King Capital Management (LKCM)
Texas
$153M +$3.49M +12,462 +2%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$150M -$10.4M -37,030 -6%
Wells Fargo
35
Wells Fargo
California
$143M -$13.1M -46,810 -8%
Swiss National Bank
36
Swiss National Bank
Switzerland
$141M +$17.2M +61,400 +14%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$136M -$158M -565,312 -54%
PPA
38
Parametric Portfolio Associates
Washington
$129M +$10.3M +36,749 +9%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$124M -$5.3M -19,425 -4%
CVA
40
Ceredex Value Advisors
Florida
$120M +$120M +429,424 New
APG Asset Management
41
APG Asset Management
Netherlands
$112M -$14.9M -59,005 -12%
EVM
42
Eaton Vance Management
Massachusetts
$107M +$30.5M +108,985 +40%
AC
43
Alleghany Corporation
New York
$93.9M +$5.15M +18,400 +6%
DekaBank Deutsche Girozentrale
44
DekaBank Deutsche Girozentrale
Germany
$92M +$11.3M +40,302 +14%
Deutsche Bank
45
Deutsche Bank
Germany
$90.8M +$1.59M +5,689 +2%
Bank Julius Baer & Co
46
Bank Julius Baer & Co
Switzerland
$88M +$6.63M +23,688 +8%
First Trust Advisors
47
First Trust Advisors
Illinois
$87.9M +$24.8M +88,465 +39%
William Blair & Company
48
William Blair & Company
Illinois
$86.8M -$3.3M -11,790 -4%
SC
49
Saturna Capital
Washington
$84M – – –
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$83.2M -$13.2M -46,973 -14%
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