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Rockwell Automation
ROK

1,057 hedge funds and large institutions have $23.3B invested in Rockwell Automation in 2022 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 358 increasing their positions, 324 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 68

33% more funds holding in top 10

Funds holding in top 10: 9 → 12 (+3)

23% more call options, than puts

Call options by funds: $160M | Put options by funds: $130M

19% more capital invested

Capital invested by funds: $19.7B → $23.3B (+$3.65B)

10% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 324

7% more funds holding

Funds holding: 991 → 1,057 (+66)

0.03% less ownership

Funds ownership: 79.38% → 79.35% (-0.03%)

Holders
1,057
Holders Change
+66
Holders Change %
+6.66%
% of All Funds
16.99%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
151
Increased
358
Reduced
324
Closed
68
Calls
$160M
Puts
$130M
Net Calls
+$30.1M
Net Calls Change
+$26.3M

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$186M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$138M
3
BlackRock
BlackRock
New York
+$120M
4
Capital World Investors
Capital World Investors
California
+$116M
5
Morgan Stanley
Morgan Stanley
New York
+$115M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$217M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$164M
3
Citadel Advisors
Citadel Advisors
Florida
-$112M
4
N
Nuveen
North Carolina
-$97.7M
5
American Century Companies
American Century Companies
Missouri
-$94.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
1001
Creative Financial Designs
Indiana
$10.3K – – –
APC
1002
Aspire Private Capital
North Carolina
$10K – – –
GFPC
1003
Global Financial Private Client
Florida
$10K – – –
SWA
1004
Sutton Wealth Advisors
Florida
$10K – – –
BAAM
1005
Baker Avenue Asset Management
California
$10K +$9.79K +39 New
CT
1006
Clearstead Trust
Maine
$10K – – –
CSPIA
1007
Cary Street Partners Investment Advisory
Virginia
$9.53K +$9.29K +37 New
CB
1008
CNB Bank
Pennsylvania
$9.27K – – –
SC
1009
Schubert & Co
Texas
$9.27K +$251 +1 +3%
TAIM
1010
TD Ameritrade Investment Management
Nebraska
$8K -$7.53K -30 -48%
FMP
1011
Financial Management Professionals
Texas
$8K – – –
QL
1012
Quarry LP
New York
$7.73K +$7.53K +30 New
CAC
1013
Core Alternative Capital
Georgia
$7.23K – – –
MAWCM
1014
Mine & Arao Wealth Creation & Management
California
$6.7K – – –
GWM
1015
Geneos Wealth Management
Colorado
$5.92K – – –
LTI
1016
Laffer Tengler Investments
Tennessee
$5.92K – – –
BHWM
1017
Beaird Harris Wealth Management
Texas
$5.92K +$5.77K +23 New
HIA
1018
Harbor Investment Advisory
Maryland
$5.67K – – –
BWAM
1019
Boyd Watterson Asset Management
Ohio
$5.15K +$5.02K +20 New
Jones Financial Companies
1020
Jones Financial Companies
Missouri
$5K -$251 -1 -5%
WOC
1021
West Oak Capital
California
$5K – – –
FWM
1022
Focused Wealth Management
New York
$4.79K – – –
IGWM
1023
ICA Group Wealth Management
Colorado
$4.64K +$4.52K +18 New
TCM
1024
TD Capital Management
Tennessee
$4.4K +$4.27K +17 New
MFT
1025
Moisand Fitzgerald Tamayo
Florida
$4.38K +$2.01K +8 +89%
39 40
41
42 43

ROK Hedge Fund Activity: Q4 2022 in Review

1,057 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q4 2022, worth a combined $23.3B — up 19% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new ROK positions and 68 closed out — a net gain of 83 holders — while 358 added to existing stakes and 324 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $186M. The largest seller was Millennium Management, cutting an estimated $217M.

  • 1,057 institutional investors held Rockwell Automation (ROK) as of Q4 2022, up from 991 in Q3 2022.
  • Funds reported $23.3B of Rockwell Automation stock for Q4 2022, up 19% quarter-over-quarter.
  • 151 funds opened new Rockwell Automation positions in Q4 2022 and 68 closed out, a net change of +83 holders.
  • The largest Rockwell Automation buyer in Q4 2022 was Massachusetts Financial Services, an estimated $186M added.
  • The largest Rockwell Automation seller in Q4 2022 was Millennium Management, an estimated $217M sold.

Based on aggregated 13F filings for Q4 2022.