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Rockwell Automation
ROK

Overview Fund Activity

1,046 hedge funds and large institutions have $25.6B invested in Rockwell Automation in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 344 increasing their positions, 389 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,046
Holders Change
-83
Holders Change %
-7.35%
% of All Funds
16.55%
Holding in Top 10
11
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-47.62%
% of All Funds
0.17%
New
89
Increased
344
Reduced
389
Closed
158
Calls
$107M
Puts
$58.6M
Net Calls
+$48.7M
Net Calls Change
+$199K

Top Buyers

1
HL
Harding Loevner
New Jersey
$180M
2
CVA
Ceredex Value Advisors
Florida
$120M
3
Morgan Stanley
Morgan Stanley
New York
$417M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
$241M
5
BlackRock
BlackRock
New York
$2.58B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$136M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$581M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
Amundi
Amundi
France
$310M
5
SC
Shellback Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
976
Raleigh Capital Management
North Carolina
$19K +$19K +68 New
SBL
977
Sargent Bickham Lagudis
Colorado
$18K – – –
AA
978
Ancora Advisors
Ohio
$17K – – –
GWSG
979
GPS Wealth Strategies Group
Colorado
$17K – – –
Macquarie Group
980
Macquarie Group
Australia
$16.4K -$864 -3,087 -5%
PCH
981
Polar Capital Holdings
United Kingdom
$16.1K +$3 +9 +0%
FHA
982
First Horizon Advisors
Tennessee
$16K +$571 +2 +4%
GEA
983
Glen Eagle Advisors
New Jersey
$15.4K – – –
CAC
984
Core Alternative Capital
Georgia
$15K +$13.6K +48 +960%
FFA
985
Fairfield Financial Advisors
Massachusetts
$14K +$14K +50 New
JFA
986
JNBA Financial Advisors
Minnesota
$14K – – –
BWM
987
BerganKDV Wealth Management
Minnesota
$14K – – –
MWM
988
Mascoma Wealth Management
New Hampshire
$14K – – –
First Manhattan
989
First Manhattan
New York
$14K +$1.68K +6 +14%
SSG
990
Summit Securities Group
New York
$13K -$212K -765 -94%
AP
991
Arlington Partners
Alabama
$13K -$1.73K -6 -12%
AIM
992
Arcadia Investment Management
Michigan
$13K – – –
EARNEST Partners
993
EARNEST Partners
Georgia
$13K – – –
SWA
994
Sutton Wealth Advisors
Florida
$12K +$2.24K +8 +23%
CYG
995
Clean Yield Group
Vermont
$12K +$12K +43 New
GFPC
996
Global Financial Private Client
Florida
$11.1K – – –
CFD
997
Creative Financial Designs
Indiana
$11K – – –
APC
998
Aspire Private Capital
North Carolina
$11K – – –
ZIG
999
Zullo Investment Group
Pennsylvania
$11K – – –
CAL
1000
Capital Advisors Ltd
Ohio
$11K +$868 +3 +9%
38 39
40
41 42