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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 %
EH
876
Equitable Holdings
New York
$266K -$226K -646 -46%
LIA
877
LS Investment Advisors
Michigan
$265K -$146K -420 -36%
HDIM
878
Hanson & Doremus Investment Management
Vermont
$265K -$11.8K -34 -4%
SCM
879
Shelton Capital Management
Colorado
$264K – – –
SCM
880
Salem Capital Management
Massachusetts
$263K – – –
KBFS
881
Kohmann Bosshard Financial Services
Ohio
$263K – – –
MCM
882
Maple Capital Management
Vermont
$262K -$62.5K -179 -19%
AA
883
Argent Advisors
Louisiana
$262K – – –
QCG
884
Quadrant Capital Group
Ohio
$259K +$71.8K +206 +38%
ZIMP
885
Zimmermann Investment Management & Planning
Pennsylvania
$259K +$259K +742 New
JFA
886
Johanson Financial Advisors
California
$258K +$1.05K +3 +0.4%
AWM
887
Aries Wealth Management
Maine
$256K – – –
CL
888
Choreo LLC
Illinois
$256K +$7.33K +21 +3%
CTC
889
Central Trust Company
Missouri
$254K – – –
BB
890
Bell Bank
North Dakota
$253K – – –
BCM
891
Brookstone Capital Management
Illinois
$252K -$1.64K -5 -0.6%
TW
892
TrinityPoint Wealth
Connecticut
$252K +$13.3K +38 +6%
BHBT
893
Burke & Herbert Bank & Trust
Virginia
$251K -$5.23K -15 -2%
HBT
894
Hills Bank & Trust
Iowa
$250K – – –
SIM
895
Sadoff Investment Management
Wisconsin
$250K – – –
1WA
896
180 Wealth Advisors
Washington
$249K -$46K -146 -16%
ST
897
Sabal Trust
Florida
$246K – – –
SAM
898
Summit Asset Management
Tennessee
$246K +$246K +706 New
PFA
899
Professional Financial Advisors
Nebraska
$244K – – –
RCM
900
RB Capital Management
Nevada
$244K +$698 +2 +0.3%
34 35
36
37 38