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Rockwell Automation
ROK

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
1,134
Holders Change
+102
Holders Change %
+9.88%
% of All Funds
17.45%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.32%
New
182
Increased
395
Reduced
347
Closed
65
Calls
$107M
Puts
$58.3M
Net Calls
+$48.5M
Net Calls Change
+$53.4M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$421M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$96.8M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$82.1M
4
Morgan Stanley
Morgan Stanley
New York
+$80.9M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$79M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$318M
2
JP Morgan Chase
JP Morgan Chase
New York
-$198M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$77.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$56.8M
5
N
Nuveen
North Carolina
-$54.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rafferty Asset Management
751
Rafferty Asset Management
New York
$410K -$154K -465 -28%
BCA
752
Bay Colony Advisors
Massachusetts
$410K – – –
CCT
753
Capital City Trust
Florida
$410K – – –
AA
754
ALPS Advisors
Colorado
$410K +$4.63K +14 +1%
AG
755
Ascent Group
Virginia
$409K +$431K +1,302 New
TMAM
756
Tokio Marine Asset Management
Japan
$407K +$82.8K +250 +27%
ABC
757
Associated Banc-Corp
Wisconsin
$403K -$4.63K -14 -1%
CCA
758
Checchi Capital Advisers
California
$401K +$18.2K +55 +5%
BP
759
Ballentine Partners
Massachusetts
$401K +$48K +145 +14%
VF
760
Vista Finance
Missouri
$401K +$380K +1,149 New
CWM
761
Cornerstone Wealth Management
Missouri
$399K +$380K +1,147 New
RCAG
762
Rehmann Capital Advisory Group
Michigan
$393K +$27.8K +84 +8%
FP
763
Foundry Partners
Minnesota
$392K – – –
RCIM
764
Red Cedar Investment Management
Michigan
$392K – – –
AFM
765
Andesa Financial Management
Pennsylvania
$391K -$59.6K -180 -14%
TAM
766
Tealwood Asset Management
Minnesota
$391K – – –
KWM
767
Kingsview Wealth Management
Oregon
$391K +$98K +296 +36%
PPWM
768
Paragon Private Wealth Management
Kentucky
$391K +$371K +1,120 New
CRCM
769
Corbett Road Capital Management
Virginia
$390K -$336K -1,016 -48%
UBV
770
United Bank (Virginia)
Virginia
$389K – – –
RWA
771
Ropes Wealth Advisors
Massachusetts
$387K – – –
MAM
772
Magellan Asset Management
Australia
$387K +$22.5K +68 +7%
MME
773
Meag Munich Ergo
Germany
$384K – – –
MFG
774
Merit Financial Group
Georgia
$381K – – –
WT
775
Whittier Trust
California
$381K – – –
29 30
31
32 33

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.