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Rockwell Automation
ROK

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
1,057
Holders Change
+66
Holders Change %
+6.66%
% of All Funds
16.99%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
151
Increased
358
Reduced
324
Closed
68
Calls
$160M
Puts
$130M
Net Calls
+$30.1M
Net Calls Change
+$26.3M

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$186M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$138M
3
BlackRock
BlackRock
New York
+$120M
4
Capital World Investors
Capital World Investors
California
+$116M
5
Morgan Stanley
Morgan Stanley
New York
+$115M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$217M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$164M
3
Citadel Advisors
Citadel Advisors
Florida
-$112M
4
N
Nuveen
North Carolina
-$97.7M
5
American Century Companies
American Century Companies
Missouri
-$94.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
751
Moneta Group Investment Advisors
Missouri
$274K -$110K -440 -31%
CWM
752
Connecticut Wealth Management
Connecticut
$274K +$1.25K +5 +0.5%
CCA
753
Column Capital Advisors
Indiana
$273K +$753 +3 +0.3%
P
754
Pitcairn
Pennsylvania
$273K +$3.26K +13 +1%
M
755
Mirova
France
$272K -$1.17M -4,670 -82%
CWM
756
Centric Wealth Management
Illinois
$269K – – –
PWPS
757
Pinnacle Wealth Planning Services
Ohio
$268K +$2.01K +8 +0.8%
KPWS
758
Kestra Private Wealth Services
Texas
$267K -$122K -486 -32%
CC
759
Centiva Capital
New York
$267K +$260K +1,035 New
PWMAG
760
Pinnacle Wealth Management Advisory Group
New Jersey
$267K +$260K +1,035 New
SEEDPG
761
S.E.E.D. Planning Group
New York
$266K +$260K +1,034 New
LOPW
762
Live Oak Private Wealth
North Carolina
$266K – – –
FCA
763
FinTrust Capital Advisors
South Carolina
$265K +$251 +1 +0.1%
SAM
764
Summit Asset Management
Tennessee
$265K +$12.6K +50 +5%
PP
765
Paloma Partners
Connecticut
$264K +$258K +1,026 New
CI
766
Conning Inc
Connecticut
$264K – – –
KFS
767
Kelly Financial Services
Massachusetts
$263K – – –
AWM
768
Accurate Wealth Management
Florida
$262K +$242K +966 New
Lido Advisors
769
Lido Advisors
California
$262K +$255K +1,017 New
BWFA
770
Baltimore-Washington Financial Advisors
Maryland
$261K – – –
FFS
771
Founders Financial Securities
Maryland
$261K -$17.1K -68 -6%
CAC
772
Certified Advisory Corp
Florida
$260K – – –
RIM
773
Rockbridge Investment Management
New York
$260K – – –
PPWM
774
Paragon Private Wealth Management
Kentucky
$259K -$3.51K -14 -1%
AA
775
Argent Advisors
Louisiana
$258K – – –
29 30
31
32 33

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.