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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 %
BG
851
Bahl & Gaynor
Ohio
$295K – – –
FCM
852
Fourpath Capital Management
Oklahoma
$292K +$292K +837 New
IIC
853
Ironwood Investment Counsel
Arizona
$291K – – –
BPA
854
Beacon Pointe Advisors
California
$291K +$46.8K +134 +19%
WFI
855
West Family Investments
California
$287K – – –
IAIM
856
International Assets Investment Management
Florida
$284K +$13.3K +38 +5%
BWFA
857
Baltimore-Washington Financial Advisors
Maryland
$284K +$17.4K +50 +7%
SIA
858
Schechter Investment Advisors
Michigan
$284K +$284K +815 New
CWM
859
Connecticut Wealth Management
Connecticut
$283K – – –
SSG
860
Summit Securities Group
New York
$283K +$283K +812 New
FG
861
Foster Group
Iowa
$282K +$699 +2 +0.2%
MWM
862
Merriman Wealth Management
Washington
$280K – – –
BAM
863
Bruderman Asset Management
New York
$279K -$36.3K -104 -12%
HL
864
HeadInvest LLC
Maine
$279K – – –
WTFG
865
Wells Trecaso Financial Group
Ohio
$279K – – –
OKSA
866
O'Keefe Stevens Advisory
New York
$279K – – –
ACM
867
Advance Capital Management
Michigan
$279K +$279K +800 New
EN1L
868
Engine No 1 LLC
California
$277K +$277K +793 New
NB
869
Nicolet Bankshares
Wisconsin
$272K -$48.8K -140 -15%
NB
870
NBT Bank
New York
$272K – – –
MFW
871
Mosaic Family Wealth
Missouri
$272K +$272K +780 New
BWM
872
BT Wealth Management
Georgia
$271K +$271K +778 New
PCMC
873
Paragon Capital Management (Colorado)
Colorado
$269K – – –
JCM
874
Jacobi Capital Management
Pennsylvania
$269K – – –
H
875
HoyleCohen
California
$267K +$10.1K +29 +4%
33 34
35
36 37