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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 %
AWM
976
Atticus Wealth Management
Florida
$1K – – –
LFG
977
Larson Financial Group
Missouri
$1K – – –
S
978
Surevest
California
$1K – – –
CWC
979
Carolinas Wealth Consulting
North Carolina
$1K – – –
GTAM
980
Global Trust Asset Management
Florida
$1K – – –
TIM
981
Tortoise Investment Management
New York
$1K +$1K +5 New
BIM
982
Baldwin Investment Management
Pennsylvania
$539 -$16 -75 -3%
MOS
983
MGO One Seven
Ohio
$329 +$329 +631 New
WIM
984
Westside Investment Management
California
$322 – – –
FGAM
985
Financial Gravity Asset Management
Texas
$149 +$11 +32 +8%
F
986
FIFTHDELTA
United Kingdom
– -$102M -512,100 Closed
CVA
987
Ceredex Value Advisors
Florida
– -$72.9M -365,833 Closed
Adage Capital Partners
988
Adage Capital Partners
Massachusetts
– -$37.4M -187,481 Closed
Marshall Wace
989
Marshall Wace
United Kingdom
– -$5.23M -26,228 Closed
Wellington Management Group
990
Wellington Management Group
Massachusetts
– -$4.59M -23,052 Closed
Capital Fund Management (CFM)
991
Capital Fund Management (CFM)
France
– -$4.41M -22,110 Closed
IG
992
ING Group
Netherlands
– -$4.36M -21,878 Closed
QT
993
Quantbot Technologies
New York
– -$2.74M -13,753 Closed
Simplex Trading
994
Simplex Trading
Illinois
– -$2.01M -10,105 Closed
MSRPS
995
Maryland State Retirement & Pension System
Maryland
– -$1.77M -8,867 Closed
SRC
996
Stone Run Capital
New York
– -$1.74M -8,737 Closed
BA
997
Bridgewater Associates
Connecticut
– -$1.65M -8,300 Closed
OQS
998
Occudo Quantitative Strategies
Florida
– -$1.59M -7,957 Closed
AIM
999
Aigen Investment Management
New York
– -$1.57M -7,885 Closed
AA
1000
ALPS Advisors
Colorado
– -$1.26M -6,309 Closed
38 39
40
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