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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 %
BLC
1001
Brown, Lisle/Cummings
Rhode Island
$69.8K +$69.8K +200 New
QC
1002
Quent Capital
New York
$67K +$67K +192 New
EBA
1003
Eagle Bay Advisors
New York
$66K -$54.2K -156 -45%
TFGT
1004
TS Financial Group (TSFG)
Illinois
$66K +$46.7K +133 +242%
GLLW
1005
Graves Light Lenhart Wealth
Virginia
$65K – – –
SOW
1006
State of Wyoming
Wyoming
$64K – – –
JFGIW
1007
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$64K – – –
HR
1008
Howe & Rusling
New York
$63K – – –
M
1009
MOTCO
Texas
$63K – – –
PB
1010
Pinnacle Bancorp
Nebraska
$61K – – –
PVH
1011
Psagot Value Holdings
Israel
$61K – – –
IWP
1012
IAG Wealth Partners
Wisconsin
$60K -$351 -1 -0.6%
AIM
1013
Anchor Investment Management
South Carolina
$59.3K – – –
TFP
1014
Tilia Fiduciary Partners
North Carolina
$59K +$59K +170 New
DAM
1015
Delta Asset Management
Tennessee
$58K – – –
GWM
1016
Geneos Wealth Management
Colorado
$57K +$10.4K +30 +22%
CSWM
1017
Cassady Schiller Wealth Management
Ohio
$57K +$57K +163 New
TCWM
1018
Total Clarity Wealth Management
Illinois
$55K -$4.9K -14 -8%
CB
1019
Community Bank
New York
$54K -$251K -720 -82%
TF
1020
TimeScale Financial
Massachusetts
$54K +$351 +1 +0.7%
TWC
1021
TD Waterhouse Canada
Ontario, Canada
$52.4K +$52.4K +146 New
Optiver Holding
1022
Optiver Holding
Netherlands
$49K +$33.7K +101 +220%
SIC
1023
Salem Investment Counselors
North Carolina
$46K – – –
AAP
1024
Arax Advisory Partners
Colorado
$46K +$351 +1 +0.8%
BWP
1025
Baldwin Wealth Partners
Massachusetts
$45K +$40.8K +116 +967%
39 40
41
42 43