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Rockwell Automation
ROK

Overview Fund Activity

986 hedge funds and large institutions have $19.7B invested in Rockwell Automation in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 345 increasing their positions, 338 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
+18
Holders Change %
+1.86%
% of All Funds
17.05%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
106
Increased
345
Reduced
338
Closed
74
Calls
$120M
Puts
$116M
Net Calls
+$3.75M
Net Calls Change
-$6.17M

Top Buyers

1
Millennium Management
Millennium Management
New York
$205M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$322M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$295M
4
Citadel Advisors
Citadel Advisors
Florida
$121M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$87.2M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$144M
2
F
FIFTHDELTA
United Kingdom
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$213M
4
CVA
Ceredex Value Advisors
Florida
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$57.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KC
901
Knuff & Co
California
$22K – – –
CA
902
Crewe Advisors
Utah
$22K +$2.96K +14 +16%
PFP
903
Pinnacle Financial Partners
Tennessee
$22K +$22K +100 New
YAL
904
Your Advocates Ltd
Texas
$20K – – –
JFGIW
905
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K -$29.3K -114 -61%
WWM
906
Wolff Wiese Magana
California
$18K +$4.4K +21 +32%
HCP
907
Hexagon Capital Partners
Arkansas
$17K -$10.6K -50 -38%
SWM
908
Sugarloaf Wealth Management
Georgia
$17K – – –
EIM
909
Essex Investment Management
Massachusetts
$17K – – –
MCM
910
MV Capital Management
Maryland
$16K +$5.7K +26 +55%
WPA
911
West Paces Advisors
Georgia
$15.5K – – –
CDIA
912
Capital Directions Investment Advisors
Georgia
$15K -$14K -70 Closed
NMG
913
New Millennium Group
Utah
$15K – – –
BA
914
Bellwether Advisors
Nebraska
$15K +$15K +71 New
DFCM
915
Dark Forest Capital Management
Puerto Rico
$15K +$15K +72 New
TWC
916
TD Waterhouse Canada
Ontario, Canada
$14.9K – – –
SBL
917
Sargent Bickham Lagudis
Colorado
$14K -$2K -9 -13%
TAIM
918
TD Ameritrade Investment Management
Nebraska
$14K – – –
LF
919
Lee Financial
Texas
$14K +$1.31K +6 +10%
RTC
920
Riverview Trust Company
Washington
$14K +$14K +64 New
SC
921
Sierra Capital
Florida
$13K -$2.82K -13 -18%
AA
922
Ancora Advisors
Ohio
$13K -$419 -2 -3%
GWSG
923
GPS Wealth Strategies Group
Colorado
$13K – – –
CAL
924
Capital Advisors Ltd
Ohio
$12K +$2.44K +11 +26%
FHA
925
First Horizon Advisors
Tennessee
$12K +$2.84K +13 +31%
35 36
37
38 39