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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 %
NICM
1026
Neo Ivy Capital Management
New York
$44K +$44K +125 New
GGI
1027
Godsey & Gibb Inc
Virginia
$44K +$44K +125 New
SC
1028
SouthState Corp
Florida
$40K – – –
BWA
1029
BDO Wealth Advisors
Florida
$40K +$12.2K +35 +44%
FP
1030
Financial Perspectives
Minnesota
$39.1K – – –
SFM
1031
Signet Financial Management
New Jersey
$39K +$39K +111 New
EPM
1032
Equitec Proprietary Markets
Illinois
$38K +$38K +110 New
IPW
1033
IronBridge Private Wealth
Texas
$37K – – –
LWP
1034
Lumature Wealth Partners
Georgia
$35K – – –
KC
1035
Knuff & Co
California
$35K – – –
C
1036
Covestor
United Kingdom
$35K +$35K +99 New
ACM
1037
Aquatic Capital Management
Illinois
$35K +$35K +100 New
BIA
1038
Bell Investment Advisors
California
$34K -$6.59K -19 -16%
MMG
1039
Monetary Management Group
Missouri
$33K – – –
Manulife (Manufacturers Life Insurance)
1040
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.6K -$6.85K -19,635 -17%
HIA
1041
Harbor Investment Advisory
Maryland
$32K +$12.5K +36 +64%
O
1042
Ossiam
France
$31K -$4.33M -12,445 -99%
YAL
1043
Your Advocates Ltd
Texas
$31K – – –
AWM
1044
Avior Wealth Management
Nebraska
$29K – – –
RWA
1045
RGT Wealth Advisors
Texas
$29K +$29K +84 New
HCP
1046
Hexagon Capital Partners
Arkansas
$28K – – –
EIM
1047
Essex Investment Management
Massachusetts
$28K – – –
PFBT
1048
Parkside Financial Bank & Trust
Missouri
$28K +$709 +2 +3%
GAM
1049
Gemmer Asset Management
California
$27K – – –
SC
1050
Sierra Capital
Florida
$27K +$3.46K +10 +15%
40 41
42
43 44