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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 %
NL
1026
NWAM LLC
Washington
– -$228K -1,143 Closed
Lido Advisors
1027
Lido Advisors
California
– -$225K -1,130 Closed
MWM
1028
Modera Wealth Management
New Jersey
– -$216K -1,083 Closed
AWM
1029
Accurate Wealth Management
Florida
– -$208K -1,044 Closed
PWMAG
1030
Pinnacle Wealth Management Advisory Group
New Jersey
– -$208K -1,044 Closed
SB
1031
Simmons Bank
Arkansas
– -$204K -1,026 Closed
SDIC
1032
South Dakota Investment Council
South Dakota
– -$100K -500 Closed
AW
1033
ACG Wealth
Georgia
– -$97K -488 Closed
CA
1034
CoreCap Advisors
Michigan
– -$91K -459 Closed
PFS
1035
Prospera Financial Services
Texas
– -$81K -405 Closed
CI
1036
CX Institutional
Indiana
– -$75K -375 Closed
SWM
1037
Scissortail Wealth Management
Oklahoma
– -$123K -354 Closed
1IA
1038
1834 Investment Advisors
Wisconsin
– -$64K -320 Closed
NR
1039
Newfound Research
Massachusetts
– -$52K -262 Closed
SSG
1040
Summit Securities Group
New York
– -$48K -243 Closed
LCM
1041
Logan Capital Management
Pennsylvania
– -$47K -234 Closed
GLLW
1042
Graves Light Lenhart Wealth
Virginia
– -$36K -183 Closed
TCWM
1043
Total Clarity Wealth Management
Illinois
– -$31K -157 Closed
NICM
1044
Neo Ivy Capital Management
New York
– -$29K -148 Closed
HFS
1045
Heritage Financial Services
Massachusetts
– -$27K -138 Closed
SFG
1046
Steward Financial Group
Texas
– -$26K -131 Closed
RCM
1047
Regency Capital Management
Hawaii
– -$10K -50 Closed
GKIM
1048
GW&K Investment Management
Massachusetts
– -$6K -32 Closed
PFGIA
1049
Patriot Financial Group Insurance Agency
Massachusetts
– -$5K -26 Closed
CWP
1050
Concord Wealth Partners
Virginia
– -$3K -16 Closed
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