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Rockwell Automation
ROK

Overview Fund Activity

1,129 hedge funds and large institutions have $31.8B invested in Rockwell Automation in 2021 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 393 increasing their positions, 345 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,129
Holders Change
+101
Holders Change %
+9.82%
% of All Funds
17.44%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.32%
New
181
Increased
393
Reduced
345
Closed
65
Calls
$107M
Puts
$58.3M
Net Calls
+$48.5M
Net Calls Change
+$53.4M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.71B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$481M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
$172M
4
Morgan Stanley
Morgan Stanley
New York
$372M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$83.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$756M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$860M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$112M
4
Two Sigma Investments
Two Sigma Investments
New York
$36.4M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSA
801
Cottage Street Advisors
Massachusetts
$349K – – –
FMTC
802
Farmers & Merchants Trust Company
California
$349K – – –
LFM
803
LGT Fund Management
Liechtenstein
$349K +$349K +1,000 New
ECM
804
Estabrook Capital Management
New York
$349K – – –
SCI
805
S&CO Inc
Massachusetts
$348K – – –
MW
806
Marcum Wealth
Ohio
$343K -$25.1K -72 -7%
FNBT
807
FineMark National Bank & Trust
Florida
$343K – – –
GI
808
Gradient Investments
Minnesota
$343K – – –
PWW
809
Pettyjohn Wood & White
Virginia
$343K – – –
NFG
810
Next Financial Group
Texas
$341K +$25.1K +72 +8%
BW
811
Bison Wealth
Georgia
$339K -$105K -300 -24%
SF
812
Symphony Financial
Texas
$339K +$339K +999 New
FFM
813
Forum Financial Management
Illinois
$337K +$337K +967 New
SMG
814
Smart Money Group
Texas
$336K +$1.05K +3 +0.3%
EWA
815
EverSource Wealth Advisors
Alabama
$335K +$335K +959 New
SB
816
Simmons Bank
Arkansas
$333K -$20.9K -60 -6%
FCA
817
FinTrust Capital Advisors
South Carolina
$332K +$349 +1 +0.1%
MS
818
Marshall & Sullivan
Washington
$331K – – –
BC
819
Bowman & Company
Wisconsin
$331K +$331K +946 New
PAI
820
Pittenger & Anderson Inc
Nebraska
$330K +$225K +645 +214%
OWA
821
Outlook Wealth Advisors
Texas
$328K +$28.3K +81 +9%
GVAG
822
Great Valley Advisor Group
Delaware
$327K +$77.6K +222 +31%
LS
823
Livforsakringsbolaget Skandia
Sweden
$326K -$279K -800 -46%
ED
824
Exane Derivatives
France
$325K +$14.7K +42 +5%
VFA
825
Valeo Financial Advisors
Indiana
$325K +$325K +931 New
31 32
33
34 35