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Rockwell Automation
ROK

Overview Fund Activity

1,052 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, 357 increasing their positions, 321 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+66
Holders Change %
+6.69%
% of All Funds
16.97%
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
357
Reduced
321
Closed
68
Calls
$160M
Puts
$130M
Net Calls
+$30.1M
Net Calls Change
+$26.3M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$207M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$210M
3
BlackRock
BlackRock
New York
$2.31B
4
Capital World Investors
Capital World Investors
California
$1.31B
5
Morgan Stanley
Morgan Stanley
New York
$706M

Top Sellers

1
Millennium Management
Millennium Management
New York
$22.8M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$185M
3
Citadel Advisors
Citadel Advisors
Florida
$29.4M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$115M
5
American Century Companies
American Century Companies
Missouri
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
1026
Disciplined Investments
Oklahoma
$3.09K +$1.03K +4 +50%
USCWA
1027
U.S. Capital Wealth Advisors
Texas
$3.09K +$3.09K +12 New
NFSG
1028
Newbridge Financial Services Group
Florida
$2.84K – – –
TIM
1029
Tortoise Investment Management
New York
$2.83K +$1.55K +6 +120%
BWL
1030
Bogart Wealth LLC
Virginia
$2.6K -$1.56K -6 -38%
AP
1031
Atwood & Palmer
Missouri
$2.58K – – –
BAM
1032
Bellevue Asset Management
Washington
$2.56K -$1.28K -5 -33%
JFA
1033
JNBA Financial Advisors
Minnesota
$2.32K – – –
FA
1034
Fiduciary Alliance
South Carolina
$2.06K +$2.06K +8 New
MCM
1035
Manchester Capital Management
Vermont
$1.8K – – –
HCM
1036
Hollencrest Capital Management
California
$1.8K +$1.8K +7 New
TCA
1037
Trifecta Capital Advisors
Illinois
$1.55K +$1.55K +6 New
TWP
1038
TFO Wealth Partners
Ohio
$1.42K +$1.42K +50 New
LFG
1039
Larson Financial Group
Missouri
$1.41K – – –
MYAM
1040
Meiji Yasuda Asset Management
Japan
$1.04K +$209 +810 +25%
GTAM
1041
Global Trust Asset Management
Florida
$1.03K – – –
CWC
1042
Carolinas Wealth Consulting
North Carolina
$1.03K – – –
NC
1043
NewSquare Capital
Pennsylvania
$1.03K +$1.03K +4 New
EE
1044
EWG Elevate
California
$1.03K +$1.03K +4 New
TSWM
1045
Tyler-Stone Wealth Management
Ohio
$1K – – –
ST
1046
Sageworth Trust
Pennsylvania
$1K +$1K +2 New
SWA
1047
SOA Wealth Advisors
New York
$521 – – –
BA
1048
Bellwether Advisors
Nebraska
$515 -$17.8K -69 -97%
CTA
1049
Colonial Trust Advisors
South Carolina
$515 +$515 +2 New
WIM
1050
Westside Investment Management
California
$386 – – –
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