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Rockwell Automation
ROK

1,134 hedge funds and large institutions have $31.8B invested in Rockwell Automation in 2021 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 395 increasing their positions, 347 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 65

83% more call options, than puts

Call options by funds: $107M | Put options by funds: $58.3M

40% more funds holding in top 10

Funds holding in top 10: 15 → 21 (+6)

19% more capital invested

Capital invested by funds: $26.8B → $31.8B (+$5.03B)

14% more repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 347

10% more funds holding

Funds holding: 1,032 → 1,134 (+102)

0.16% more ownership

Funds ownership: 78.76% → 78.91% (+0.16%)

Holders
1,134
Holders Change
+102
Holders Change %
+9.88%
% of All Funds
17.45%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.32%
New
182
Increased
395
Reduced
347
Closed
65
Calls
$107M
Puts
$58.3M
Net Calls
+$48.5M
Net Calls Change
+$53.4M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$421M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$96.8M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$82.1M
4
Morgan Stanley
Morgan Stanley
New York
+$80.9M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$79M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$318M
2
JP Morgan Chase
JP Morgan Chase
New York
-$198M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$77.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$56.8M
5
N
Nuveen
North Carolina
-$54.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
901
Summit Asset Management
Tennessee
$246K +$234K +706 New
PFA
902
Professional Financial Advisors
Nebraska
$244K – – –
RCM
903
RB Capital Management
Nevada
$244K +$662 +2 +0.3%
WCP
904
Welch Capital Partners
New York
$243K – – –
GG
905
Greenwood Gearhart
Arkansas
$242K – – –
TIM
906
Tevis Investment Management
Texas
$242K +$230K +695 New
WWM
907
Windsor Wealth Management
Indiana
$240K +$232K +700 New
AI
908
Accredited Investors
Minnesota
$239K +$662 +2 +0.3%
TFM
909
TFC Financial Management
Massachusetts
$239K +$71.2K +215 +46%
FRM
910
Fox Run Management
Connecticut
$239K +$226K +684 New
TWM
911
Tradition Wealth Management
Minnesota
$237K +$1.66K +5 +0.7%
CA
912
Claro Advisors
Massachusetts
$233K +$221K +668 New
GA
913
Geller Advisors
New York
$232K +$221K +666 New
PL
914
Pluribus Labs
California
$231K +$219K +662 New
WAAG
915
Wealth Alliance Advisory Group
Kansas
$231K +$219K +662 New
QT
916
Quantbot Technologies
New York
$230K -$2.16M -6,520 -91%
MBTD
917
Mechanics Bank - Trust Department
California
$230K -$13.2K -40 -6%
CFA
918
Carroll Financial Associates
North Carolina
$230K +$1.66K +5 +0.8%
STB
919
S&T Bank
Pennsylvania
$227K +$215K +650 New
N
920
Natixis
France
$226K -$873K -2,636 -80%
FANJ
921
Financial Architects (New Jersey)
New Jersey
$226K +$215K +649 New
IIA
922
IPG Investment Advisors
California
$222K +$210K +635 New
BO
923
Bank OZK
Arkansas
$221K +$210K +633 New
SCA
924
Southern Capital Advisors
Tennessee
$221K +$210K +634 New
AWA
925
Arete Wealth Advisors
Illinois
$221K +$211K +637 New
35 36
37
38 39

ROK Hedge Fund Activity: Q4 2021 in Review

1,134 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q4 2021, worth a combined $31.8B — up 19% from $26.8B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new ROK positions and 65 closed out — a net gain of 117 holders — while 395 added to existing stakes and 347 trimmed.

The largest buyer was Capital World Investors, adding an estimated $421M. The largest seller was Bank of America, cutting an estimated $318M.

  • 1,134 institutional investors held Rockwell Automation (ROK) as of Q4 2021, up from 1,032 in Q3 2021.
  • Funds reported $31.8B of Rockwell Automation stock for Q4 2021, up 19% quarter-over-quarter.
  • 182 funds opened new Rockwell Automation positions in Q4 2021 and 65 closed out, a net change of +117 holders.
  • The largest Rockwell Automation buyer in Q4 2021 was Capital World Investors, an estimated $421M added.
  • The largest Rockwell Automation seller in Q4 2021 was Bank of America, an estimated $318M sold.

Based on aggregated 13F filings for Q4 2021.