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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
TSS
826
Two Sigma Securities
New York
$220K +$215K +856 New
PTC
827
Philadelphia Trust Company
Pennsylvania
$219K +$213K +850 New
HCM
828
Howland Capital Management
Massachusetts
$219K +$213K +850 New
CFA
829
CWS Financial Advisors
Michigan
$218K +$206K +820 New
TWM
830
Tradition Wealth Management
Minnesota
$217K +$1K +4 +0.5%
FCM
831
Fourpath Capital Management
Oklahoma
$216K +$210K +837 New
IIC
832
Ironwood Investment Counsel
Arizona
$215K +$209K +834 New
FG
833
Foster Group
Iowa
$214K +$208K +830 New
AWM
834
Avior Wealth Management
Nebraska
$213K +$47.9K +191 +30%
LP
835
LMR Partners
United Kingdom
$212K +$206K +822 New
CTC
836
Central Trust Company
Missouri
$210K +$3.51K +14 +2%
PMEF
837
Point72 Middle East FZE
United Arab Emirates
$210K +$205K +815 New
CL
838
Choreo LLC
Illinois
$208K +$200K +795 New
QPWM
839
Quadrant Private Wealth Management
Pennsylvania
$208K +$203K +807 New
MWM
840
Merriman Wealth Management
Washington
$207K +$201K +802 New
ACM
841
Advance Capital Management
Michigan
$206K +$201K +800 New
CNC
842
Citizens & Northern Corp
Pennsylvania
$206K +$201K +800 New
FMTC
843
Farmers & Merchants Trust Company
California
$206K +$201K +800 New
JCM
844
Jacobi Capital Management
Pennsylvania
$206K +$201K +800 New
Marshall Wace
845
Marshall Wace
United Kingdom
$206K +$201K +800 New
OKSA
846
O'Keefe Stevens Advisory
New York
$206K +$201K +800 New
SIA
847
Schechter Investment Advisors
Michigan
$206K +$201K +800 New
WTFG
848
Wells Trecaso Financial Group
Ohio
$206K +$201K +800 New
CCIA
849
Campbell & Co Investment Adviser
Maryland
$206K -$618K -2,460 -75%
NB
850
Nicolet Bankshares
Wisconsin
$204K +$199K +792 New
32 33
34
35 36

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.