Rockwell Automation
1,134 hedge funds and large institutions have $31.8B invested in Rockwell Automation in 2021 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 395 increasing their positions, 347 reducing their positions, and 65 closing their positions.
180% more first-time investments, than exits
New positions opened: 182 | Existing positions closed: 65
83% more call options, than puts
Call options by funds: $107M | Put options by funds: $58.3M
40% more funds holding in top 10
Funds holding in top 10: 15 → 21 (+6)
19% more capital invested
Capital invested by funds: $26.8B → $31.8B (+$5.03B)
14% more repeat investments, than reductions
Existing positions increased: 395 | Existing positions reduced: 347
10% more funds holding
Funds holding: 1,032 → 1,134 (+102)
0.16% more ownership
Funds ownership: 78.76% → 78.91% (+0.16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$421M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$96.8M |
| 3 |
Ninety One (UK)
London,
United Kingdom
|
+$82.1M |
| 4 |
Morgan Stanley
New York
|
+$80.9M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$318M |
| 2 |
JP Morgan Chase
New York
|
-$198M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$77.3M |
| 4 |
Two Sigma Investments
New York
|
-$56.8M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$54.2M |
ROK Hedge Fund Activity: Q4 2021 in Review
1,134 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q4 2021, worth a combined $31.8B — up 19% from $26.8B a quarter earlier.
Buyers outnumbered sellers: 182 funds opened new ROK positions and 65 closed out — a net gain of 117 holders — while 395 added to existing stakes and 347 trimmed.
The largest buyer was Capital World Investors, adding an estimated $421M. The largest seller was Bank of America, cutting an estimated $318M.
- 1,134 institutional investors held Rockwell Automation (ROK) as of Q4 2021, up from 1,032 in Q3 2021.
- Funds reported $31.8B of Rockwell Automation stock for Q4 2021, up 19% quarter-over-quarter.
- 182 funds opened new Rockwell Automation positions in Q4 2021 and 65 closed out, a net change of +117 holders.
- The largest Rockwell Automation buyer in Q4 2021 was Capital World Investors, an estimated $421M added.
- The largest Rockwell Automation seller in Q4 2021 was Bank of America, an estimated $318M sold.
Based on aggregated 13F filings for Q4 2021.