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Rockwell Automation
ROK

991 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, 340 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 3 → 9 (+6)

43% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 74

7% more capital invested

Capital invested by funds: $18.4B → $19.7B (+$1.27B)

2% more funds holding

Funds holding: 973 → 991 (+18)

3% more call options, than puts

Call options by funds: $120M | Put options by funds: $116M

1% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 340

0.33% less ownership

Funds ownership: 79.71% → 79.38% (-0.33%)

Holders
991
Holders Change
+18
Holders Change %
+1.85%
% of All Funds
17.07%
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
340
Closed
74
Calls
$120M
Puts
$116M
Net Calls
+$3.75M
Net Calls Change
-$6.17M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$222M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$178M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$149M
4
Citadel Advisors
Citadel Advisors
Florida
+$124M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$94.6M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$121M
2
F
FIFTHDELTA
United Kingdom
-$102M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$100M
4
CVA
Ceredex Value Advisors
Florida
-$72.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$70.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1001
Stone Run Capital
New York
– -$1.74M -8,737 Closed
BA
1002
Bridgewater Associates
Connecticut
– -$1.65M -8,300 Closed
OQS
1003
Occudo Quantitative Strategies
Florida
– -$1.59M -7,957 Closed
AIM
1004
Aigen Investment Management
New York
– -$1.57M -7,885 Closed
AA
1005
ALPS Advisors
Colorado
– -$1.26M -6,309 Closed
QC
1006
Quadrature Capital
United Kingdom
– -$1.21M -6,065 Closed
AAM
1007
Arabesque Asset Management
United Kingdom
– -$1.09M -5,464 Closed
WHRC
1008
W.H. Reaves & Co
New Jersey
– -$1.06M -5,344 Closed
UCIG
1009
Ulrich Consultants & Investment Group
New Mexico
– -$973K -4,880 Closed
AIMCA
1010
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$939K -4,710 Closed
IIM
1011
InTrack Investment Management
Vermont
– -$919K -4,613 Closed
NIM
1012
NuWave Investment Management
New Jersey
– -$882K -4,423 Closed
EP
1013
Eudaimonia Partners
Tennessee
– -$771K -3,869 Closed
DF
1014
Donoghue Forlines
Massachusetts
– -$763K -3,828 Closed
IP
1015
Interval Partners
New York
– -$874K -3,750 Closed
Los Angeles Capital Management
1016
Los Angeles Capital Management
California
– -$587K -2,944 Closed
EWA
1017
EP Wealth Advisors
California
– -$573K -2,875 Closed
HCC
1018
Hirtle Callaghan & Co
Pennsylvania
– -$521K -2,616 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1019
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$500K -2,510 Closed
QT
1020
Quantamental Technologies
New York
– -$480K -2,407 Closed
ARC
1021
Advisor Resource Council
Texas
– -$466K -2,334 Closed
TSS
1022
Two Sigma Securities
New York
– -$531K -2,279 Closed
IAS
1023
IMA Advisory Services
Colorado
– -$429K -2,150 Closed
FA
1024
Fiducient Advisors
Illinois
– -$347K -1,740 Closed
CC
1025
Centiva Capital
New York
– -$338K -1,695 Closed
39 40
41
42 43

ROK Hedge Fund Activity: Q3 2022 in Review

991 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q3 2022, worth a combined $19.7B — up 6.9% from $18.4B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new ROK positions and 74 closed out — a net gain of 32 holders — while 345 added to existing stakes and 340 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $222M. The largest seller was AllianceBernstein, cutting an estimated $121M.

  • 991 institutional investors held Rockwell Automation (ROK) as of Q3 2022, up from 973 in Q2 2022.
  • Funds reported $19.7B of Rockwell Automation stock for Q3 2022, up 6.9% quarter-over-quarter.
  • 106 funds opened new Rockwell Automation positions in Q3 2022 and 74 closed out, a net change of +32 holders.
  • The largest Rockwell Automation buyer in Q3 2022 was Millennium Management, an estimated $222M added.
  • The largest Rockwell Automation seller in Q3 2022 was AllianceBernstein, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2022.