Rockwell Automation
1,057 hedge funds and large institutions have $23.3B invested in Rockwell Automation in 2022 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 358 increasing their positions, 324 reducing their positions, and 68 closing their positions.
122% more first-time investments, than exits
New positions opened: 151 | Existing positions closed: 68
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
23% more call options, than puts
Call options by funds: $160M | Put options by funds: $130M
19% more capital invested
Capital invested by funds: $19.7B → $23.3B (+$3.65B)
10% more repeat investments, than reductions
Existing positions increased: 358 | Existing positions reduced: 324
7% more funds holding
Funds holding: 991 → 1,057 (+66)
0.03% less ownership
Funds ownership: 79.38% → 79.35% (-0.03%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$186M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$138M |
| 3 |
BlackRock
New York
|
+$120M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$116M |
| 5 |
Morgan Stanley
New York
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$217M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$164M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$112M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$97.7M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$94.8M |
ROK Hedge Fund Activity: Q4 2022 in Review
1,057 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q4 2022, worth a combined $23.3B — up 19% from $19.7B a quarter earlier.
Buyers outnumbered sellers: 151 funds opened new ROK positions and 68 closed out — a net gain of 83 holders — while 358 added to existing stakes and 324 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $186M. The largest seller was Millennium Management, cutting an estimated $217M.
- 1,057 institutional investors held Rockwell Automation (ROK) as of Q4 2022, up from 991 in Q3 2022.
- Funds reported $23.3B of Rockwell Automation stock for Q4 2022, up 19% quarter-over-quarter.
- 151 funds opened new Rockwell Automation positions in Q4 2022 and 68 closed out, a net change of +83 holders.
- The largest Rockwell Automation buyer in Q4 2022 was Massachusetts Financial Services, an estimated $186M added.
- The largest Rockwell Automation seller in Q4 2022 was Millennium Management, an estimated $217M sold.
Based on aggregated 13F filings for Q4 2022.