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Rockwell Automation
ROK

Overview Fund Activity

1,052 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, 357 increasing their positions, 321 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+66
Holders Change %
+6.69%
% of All Funds
16.97%
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
357
Reduced
321
Closed
68
Calls
$160M
Puts
$130M
Net Calls
+$30.1M
Net Calls Change
+$26.3M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$191M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$142M
3
BlackRock
BlackRock
New York
+$123M
4
Capital World Investors
Capital World Investors
California
+$119M
5
Morgan Stanley
Morgan Stanley
New York
+$118M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$223M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$168M
3
Citadel Advisors
Citadel Advisors
Florida
-$115M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$100M
5
American Century Companies
American Century Companies
Missouri
-$97.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
751
Pitcairn
Pennsylvania
$273K +$3.35K +13 +1%
M
752
Mirova
France
$272K -$1.2M -4,670 -82%
CWM
753
Centric Wealth Management
Illinois
$269K – – –
PWPS
754
Pinnacle Wealth Planning Services
Ohio
$268K +$2.06K +8 +0.8%
KPWS
755
Kestra Private Wealth Services
Texas
$267K -$125K -486 -32%
PWMAG
756
Pinnacle Wealth Management Advisory Group
New Jersey
$267K +$267K +1,035 New
CC
757
Centiva Capital
New York
$267K +$267K +1,035 New
SEEDPG
758
S.E.E.D. Planning Group
New York
$266K +$266K +1,034 New
LOPW
759
Live Oak Private Wealth
North Carolina
$266K – – –
FCA
760
FinTrust Capital Advisors
South Carolina
$265K +$257 +1 +0.1%
SAM
761
Summit Asset Management
Tennessee
$265K +$12.9K +50 +5%
PP
762
Paloma Partners
Connecticut
$264K +$264K +1,026 New
CI
763
Conning Inc
Connecticut
$264K – – –
KFS
764
Kelly Financial Services
Massachusetts
$263K – – –
AWM
765
Accurate Wealth Management
Florida
$262K +$262K +966 New
Lido Advisors
766
Lido Advisors
California
$262K +$262K +1,017 New
BWFA
767
Baltimore-Washington Financial Advisors
Maryland
$261K – – –
FFS
768
Founders Financial Securities
Maryland
$261K -$17.5K -68 -6%
CAC
769
Certified Advisory Corp
Florida
$260K – – –
RIM
770
Rockbridge Investment Management
New York
$260K – – –
PPWM
771
Paragon Private Wealth Management
Kentucky
$259K -$3.61K -14 -1%
WSC
772
Wellington Shields & Co
New York
$258K – – –
AA
773
Argent Advisors
Louisiana
$258K – – –
IIM
774
Ipswich Investment Management
Massachusetts
$258K – – –
ECM
775
Estabrook Capital Management
New York
$258K – – –
29 30
31
32 33