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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 %
CFO
976
CVA Family Office
Colorado
$115K +$45.3K +130 +65%
1IA
977
1834 Investment Advisors
Wisconsin
$114K +$2.78K +8 +3%
HC
978
Hoese & Co
Minnesota
$113K +$2.79K +8 +3%
PPWM
979
PFG Private Wealth Management
Florida
$108K +$9.44K +27 +10%
KC
980
Kenfarb & Co
Kentucky
$108K +$108K +310 New
OC
981
Oakworth Capital
Alabama
$105K – – –
SIAP
982
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$105K – – –
T
983
TOBAM
France
$104K -$39.7K -114 -28%
AIL
984
AGF Investments LLC
Ontario, Canada
$99K -$20.6K -59 -17%
VCM
985
Versant Capital Management
Arizona
$93K – – –
GWS
986
Glassman Wealth Services
Virginia
$90K +$6.98K +20 +8%
CA
987
Clearstead Advisors
Ohio
$89K -$6.98K -20 -7%
LWA
988
Lowe Wealth Advisors
Maryland
$87K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
989
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$85K – – –
KFP
990
KB Financial Partners
New Jersey
$85K +$85K +245 New
LCM
991
Logan Capital Management
Pennsylvania
$82K +$8.41K +24 +11%
WTC
992
WhitTier Trust Company
Nevada
$81K – – –
RPCONE
993
Retirement Planning Company of New England
Rhode Island
$78K +$78K +225 New
CFGS
994
Concourse Financial Group Securities
Alabama
$77K +$697 +2 +0.9%
ZB
995
Zions Bancorporation
Utah
$74K -$698 -2 -0.9%
WBC
996
West Branch Capital
Massachusetts
$74K – – –
HNWAG
997
High Net Worth Advisory Group
Florida
$74K +$74K +213 New
ADL
998
Asset Dedication LLC
California
$70K – – –
IBOK
999
Independence Bank of Kentucky
Kentucky
$70K – – –
CAL
1000
Capital Analysts LLC
Pennsylvania
$70K +$70K +200 New
38 39
40
41 42