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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 %
Loomis, Sayles & Company
926
Loomis, Sayles & Company
Massachusetts
$12K +$12K +54 New
GEA
927
Glen Eagle Advisors
New Jersey
$11.8K – – –
BWM
928
BerganKDV Wealth Management
Minnesota
$11K -$898 -4 -8%
MCA
929
Maryland Capital Advisors
Maryland
$11K – – –
MWM
930
Mascoma Wealth Management
New Hampshire
$11K – – –
MHR
931
Matthew Hamilton Rosenberg
$11K +$673 +3 +7%
RCM
932
Raleigh Capital Management
North Carolina
$11K +$1.06K +5 +11%
CL
933
COWA LLC
Oklahoma
$11K +$11K +52 New
FFA
934
Fairfield Financial Advisors
Massachusetts
$10.8K – – –
First Manhattan
935
First Manhattan
New York
$10K – – –
AIM
936
Arcadia Investment Management
Michigan
$10K – – –
AP
937
Arlington Partners
Alabama
$10K – – –
EARNEST Partners
938
EARNEST Partners
Georgia
$10K – – –
ZIG
939
Zullo Investment Group
Pennsylvania
$9K – – –
CFD
940
Creative Financial Designs
Indiana
$9K +$225 +1 +3%
PWMG
941
Prestige Wealth Management Group
New Jersey
$9K +$3.95K +18 +78%
CT
942
Clearstead Trust
Maine
$9K +$9K +40 New
EAM
943
Erste Asset Management
Austria
$8.82K -$159K -741 -95%
GFPC
944
Global Financial Private Client
Florida
$8.8K – – –
SWA
945
Sutton Wealth Advisors
Florida
$8.39K +$215 +1 +3%
CB
946
CNB Bank
Pennsylvania
$8K – – –
APC
947
Aspire Private Capital
North Carolina
$8K – – –
SC
948
Schubert & Co
Texas
$8K +$1.83K +8 +30%
FMP
949
Financial Management Professionals
Texas
$7K +$219 +1 +3%
CAC
950
Core Alternative Capital
Georgia
$6K – – –
36 37
38
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