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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
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 %
GW
926
GW & Wade
Massachusetts
$214K +$214K +614 New
MIM
927
Merrion Investment Management
New Jersey
$214K +$214K +616 New
SS
928
Sunbelt Securities
Texas
$213K +$213K +758 New
AC
929
Abbrea Capital
California
$212K +$212K +608 New
PFG
930
Pacific Financial Group
Washington
$212K +$212K +633 New
BFM
931
Boston Financial Management
Massachusetts
$210K +$210K +601 New
SSA
932
South Street Advisors
New York
$209K +$209K +600 New
CWM
933
Campbell Wealth Management
Virginia
$209K +$209K +600 New
CSPAM
934
Cary Street Partners Asset Management
Virginia
$209K +$209K +600 New
FCBT
935
First Citizens Bank & Trust
North Carolina
$209K +$209K +600 New
CI
936
CX Institutional
Indiana
$208K -$2.36M -6,764 -92%
NPPM
937
North Point Portfolio Managers
Ohio
$208K +$208K +595 New
CBFP
938
Cedar Brook Financial Partners
Ohio
$208K +$208K +597 New
FOA
939
Five Oceans Advisors
California
$204K +$204K +585 New
FA
940
Fiducient Advisors
Illinois
$202K -$132K -380 -40%
UAS
941
United Asset Strategies
New York
$201K +$201K +575 New
MFA
942
McClarren Financial Advisors
Pennsylvania
$187K +$1.05K +3 +0.6%
JWA
943
JFS Wealth Advisors
Pennsylvania
$186K +$4.2K +12 +2%
AS
944
Altshuler Shaham
Israel
$185K -$38.8K -111 -17%
FCB
945
First Command Bank
Texas
$184K – – –
NIMI
946
Natixis Investment Managers International
France
$181K -$12.5K -36 -6%
PCM
947
Penserra Capital Management
California
$181K +$34.9K +100 +24%
AWM
948
Accel Wealth Management
Iowa
$177K +$2.79K +8 +2%
HRC
949
Hoertkorn Richard Charles
$174K +$87K +250 +100%
EDRH
950
Edmond de Rothschild Holding
Switzerland
$169K +$141K +403 +504%
36 37
38
39 40