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 %
AA
951
AlphaMark Advisors
Kentucky
$168K – – –
Walleye Trading
952
Walleye Trading
New York
$165K +$136K +388 +462%
PHK
953
Point72 Hong Kong
Hong Kong
$163K -$198K -566 -55%
EWM
954
Edge Wealth Management
New York
$157K – – –
EI
955
Ellevest Inc
New York
$153K -$279K -800 -65%
PO
956
Private Ocean
California
$150K – – –
LC
957
Lindbrook Capital
California
$140K +$92.2K +264 +193%
DFCM
958
Dark Forest Capital Management
Puerto Rico
$140K +$119K +340 +567%
BAM
959
Belpointe Asset Management
Nevada
$139K +$14.7K +42 +12%
VNA
960
Valley National Advisers
Pennsylvania
$139K +$16.7K +48 +14%
CA
961
CoreCap Advisors
Michigan
$136K +$136K +389 New
SAM
962
Strategic Asset Management
Minnesota
$134K +$1.4K +4 +1%
NR
963
Newfound Research
Massachusetts
$132K +$65.1K +186 +97%
NIM
964
NuWave Investment Management
New Jersey
$130K -$341K -981 -72%
KPCM
965
Kings Point Capital Management
New York
$129K +$6.64K +19 +5%
LPWM
966
Lake Point Wealth Management
Texas
$128K – – –
FCFS
967
First Command Financial Services
Texas
$126K -$91.8K -263 -42%
CA
968
Cornerstone Advisory
Maryland
$126K +$126K +360 New
FPWM
969
FSB Premier Wealth Management
Iowa
$125K +$125K +360 New
SWM
970
Scissortail Wealth Management
Oklahoma
$123K +$123K +354 New
CWP
971
Concord Wealth Partners
Virginia
$121K +$107K +309 +792%
ETC
972
Exchange Traded Concepts
Oklahoma
$120K -$6.98K -20 -5%
HFM
973
Harvest Fund Management
China
$118K +$60K +173 +104%
TWA
974
TCI Wealth Advisors
Arizona
$116K +$3.48K +10 +3%
WWM
975
Wolff Wiese Magana
California
$116K +$31.2K +89 +37%
37 38
39
40 41