ROK icon

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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$756M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$860M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$112M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$36.4M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCP
901
Welch Capital Partners
New York
$243K – – –
GG
902
Greenwood Gearhart
Arkansas
$242K – – –
TIM
903
Tevis Investment Management
Texas
$242K +$242K +695 New
WWM
904
Windsor Wealth Management
Indiana
$240K +$240K +700 New
AI
905
Accredited Investors
Minnesota
$239K +$698 +2 +0.3%
TFM
906
TFC Financial Management
Massachusetts
$239K +$74.9K +215 +46%
FRM
907
Fox Run Management
Connecticut
$239K +$239K +684 New
TWM
908
Tradition Wealth Management
Minnesota
$237K +$1.75K +5 +0.7%
CA
909
Claro Advisors
Massachusetts
$233K +$233K +668 New
GA
910
Geller Advisors
New York
$232K +$232K +666 New
PL
911
Pluribus Labs
California
$231K +$231K +662 New
WAAG
912
Wealth Alliance Advisory Group
Kansas
$231K +$231K +662 New
QT
913
Quantbot Technologies
New York
$230K -$2.27M -6,520 -91%
MBTD
914
Mechanics Bank - Trust Department
California
$230K -$13.9K -40 -6%
CFA
915
Carroll Financial Associates
North Carolina
$230K +$1.74K +5 +0.8%
STB
916
S&T Bank
Pennsylvania
$227K +$227K +650 New
N
917
Natixis
France
$226K -$921K -2,636 -80%
FANJ
918
Financial Architects (New Jersey)
New Jersey
$226K +$226K +649 New
IIA
919
IPG Investment Advisors
California
$222K +$222K +635 New
BO
920
Bank OZK
Arkansas
$221K +$221K +633 New
SCA
921
Southern Capital Advisors
Tennessee
$221K +$221K +634 New
AWA
922
Arete Wealth Advisors
Illinois
$221K +$221K +637 New
BL
923
Balentine LLC
Georgia
$220K +$220K +630 New
PAS
924
Park Avenue Securities
New York
$219K +$219K +627 New
NL
925
NWAM LLC
Washington
$214K +$214K +613 New
35 36
37
38 39