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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
IRC
1026
Investors Research Corp
Georgia
$3.86K – – –
ECM
1027
Everence Capital Management
Indiana
$3.56K +$748K +2,980 +28%
AWM
1028
Align Wealth Management
Oklahoma
$3.44K +$4.02K +16 New
SIC
1029
SJS Investment Consulting
Ohio
$3.35K +$1.25K +5 +63%
AWM
1030
Abound Wealth Management
Tennessee
$3.1K +$1.51K +6 +100%
DI
1031
Disciplined Investments
Oklahoma
$3.09K +$1K +4 +50%
USCWA
1032
U.S. Capital Wealth Advisors
Texas
$3.09K +$3.01K +12 New
NFSG
1033
Newbridge Financial Services Group
Florida
$2.84K – – –
TIM
1034
Tortoise Investment Management
New York
$2.83K +$1.51K +6 +120%
BWL
1035
Bogart Wealth LLC
Virginia
$2.6K -$1.51K -6 -38%
AP
1036
Atwood & Palmer
Missouri
$2.58K – – –
BAM
1037
Bellevue Asset Management
Washington
$2.56K -$1.25K -5 -33%
JFA
1038
JNBA Financial Advisors
Minnesota
$2.32K – – –
FA
1039
Fiduciary Alliance
South Carolina
$2.06K +$2.01K +8 New
MCM
1040
Manchester Capital Management
Vermont
$1.8K – – –
HCM
1041
Hollencrest Capital Management
California
$1.8K +$1.76K +7 New
TCA
1042
Trifecta Capital Advisors
Illinois
$1.54K +$1.51K +6 New
TWP
1043
TFO Wealth Partners
Ohio
$1.42K +$12.6K +50 New
LFG
1044
Larson Financial Group
Missouri
$1.41K – – –
MYAM
1045
Meiji Yasuda Asset Management
Japan
$1.04K +$203K +810 +25%
CWC
1046
Carolinas Wealth Consulting
North Carolina
$1.03K – – –
GTAM
1047
Global Trust Asset Management
Florida
$1.03K – – –
EE
1048
EWG Elevate
California
$1.03K +$1K +4 New
NC
1049
NewSquare Capital
Pennsylvania
$1.03K +$1K +4 New
TSWM
1050
Tyler-Stone Wealth Management
Ohio
$1K – – –
40 41
42
43 44

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.