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Rockwell Automation
ROK

1,051 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, 346 increasing their positions, 391 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $107M | Put options by funds: $58.6M

0.32% more ownership

Funds ownership: 78.91% → 79.23% (+0.32%)

7% less funds holding

Funds holding: 1,134 → 1,051 (-83)

12% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 391

19% less capital invested

Capital invested by funds: $31.8B → $25.6B (-$6.18B)

44% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 158

48% less funds holding in top 10

Funds holding in top 10: 21 → 11 (-10)

Holders
1,051
Holders Change
-83
Holders Change %
-7.32%
% of All Funds
16.58%
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
346
Reduced
391
Closed
158
Calls
$107M
Puts
$58.6M
Net Calls
+$48.7M
Net Calls Change
+$199K

Top Buyers

Rank Fund Capital Flow
1
HL
Harding Loevner
New Jersey
+$255M
2
CVA
Ceredex Value Advisors
Florida
+$123M
3
Morgan Stanley
Morgan Stanley
New York
+$121M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$106M
5
BlackRock
BlackRock
New York
+$75M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$162M
2
JP Morgan Chase
JP Morgan Chase
New York
-$112M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$83.2M
4
Amundi
Amundi
France
-$82.9M
5
SC
Shellback Capital
Massachusetts
-$53.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
976
Sugarloaf Wealth Management
Georgia
$21K -$287 -1 -1%
TFO
977
Tarbox Family Office
California
$21K – – –
TAIM
978
TD Ameritrade Investment Management
Nebraska
$20K +$1.72K +6 +9%
LWA
979
Lenox Wealth Advisors
New York
$20K +$2.3K +8 +12%
WPA
980
West Paces Advisors
Georgia
$19K – – –
RCM
981
Raleigh Capital Management
North Carolina
$19K +$19.5K +68 New
SBL
982
Sargent Bickham Lagudis
Colorado
$18K – – –
AA
983
Ancora Advisors
Ohio
$17K – – –
GWSG
984
GPS Wealth Strategies Group
Colorado
$17K – – –
Macquarie Group
985
Macquarie Group
Australia
$16.4K -$887K -3,087 -5%
PCH
986
Polar Capital Holdings
United Kingdom
$16.1K +$2.59K +9 +0%
FHA
987
First Horizon Advisors
Tennessee
$16K +$575 +2 +4%
GEA
988
Glen Eagle Advisors
New Jersey
$15.4K – – –
CAC
989
Core Alternative Capital
Georgia
$15K +$13.8K +48 +960%
FFA
990
Fairfield Financial Advisors
Massachusetts
$14K +$14.4K +50 New
BWM
991
BerganKDV Wealth Management
Minnesota
$14K – – –
JFA
992
JNBA Financial Advisors
Minnesota
$14K – – –
MWM
993
Mascoma Wealth Management
New Hampshire
$14K – – –
First Manhattan
994
First Manhattan
New York
$14K +$1.72K +6 +14%
SSG
995
Summit Securities Group
New York
$13K -$220K -765 -94%
AP
996
Arlington Partners
Alabama
$13K -$1.72K -6 -12%
AIM
997
Arcadia Investment Management
Michigan
$13K – – –
EARNEST Partners
998
EARNEST Partners
Georgia
$13K – – –
SWA
999
Sutton Wealth Advisors
Florida
$12K +$2.3K +8 +23%
CYG
1000
Clean Yield Group
Vermont
$12K +$12.4K +43 New
38 39
40
41 42

ROK Hedge Fund Activity: Q1 2022 in Review

1,051 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q1 2022, worth a combined $25.6B — down 19% from $31.8B a quarter earlier.

Sellers outnumbered buyers: 158 funds closed out of ROK and 89 opened new positions — a net loss of 69 holders — while 391 trimmed existing stakes and 346 added.

The largest buyer was Harding Loevner, adding an estimated $255M. The largest seller was T. Rowe Price Associates, cutting an estimated $162M.

  • 1,051 institutional investors held Rockwell Automation (ROK) as of Q1 2022, down from 1,134 in Q4 2021.
  • Funds reported $25.6B of Rockwell Automation stock for Q1 2022, down 19% quarter-over-quarter.
  • 89 funds opened new Rockwell Automation positions in Q1 2022 and 158 closed out, a net change of -69 holders.
  • The largest Rockwell Automation buyer in Q1 2022 was Harding Loevner, an estimated $255M added.
  • The largest Rockwell Automation seller in Q1 2022 was T. Rowe Price Associates, an estimated $162M sold.

Based on aggregated 13F filings for Q1 2022.