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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
ST
1051
Sageworth Trust
Pennsylvania
$1K +$502 +2 New
SWA
1052
SOA Wealth Advisors
New York
$521 – – –
BA
1053
Bellwether Advisors
Nebraska
$515 -$17.3K -69 -97%
CTA
1054
Colonial Trust Advisors
South Carolina
$515 +$502 +2 New
WIM
1055
Westside Investment Management
California
$386 – – –
MPCL
1056
My Personal CFO LLC
Washington
$258 +$251 +1 New
FGAM
1057
Financial Gravity Asset Management
Texas
$74 -$43.2K -172 -40%
Balyasny Asset Management
1058
Balyasny Asset Management
Illinois
– -$87.2M -405,549 Closed
VMPIC
1059
Varma Mutual Pension Insurance Co
Finland
– -$6.45M -30,000 Closed
TI
1060
Trexquant Investment
Connecticut
– -$6.08M -28,273 Closed
HF
1061
HRT Financial
New York
– -$5.57M -25,894 Closed
TC
1062
TwinBeech Capital
New York
– -$5.24M -24,352 Closed
ACM
1063
AlphaCrest Capital Management
New York
– -$5.2M -24,172 Closed
Capstone Investment Advisors
1064
Capstone Investment Advisors
New York
– -$5.74M -22,852 Closed
ACM
1065
Alight Capital Management
New York
– -$4.3M -20,000 Closed
PHK
1066
Point72 Hong Kong
Hong Kong
– -$3.81M -17,715 Closed
YIH
1067
Y-Intercept (HK)
Hong Kong
– -$3.27M -15,212 Closed
BC
1068
Brookfield Corp
Ontario, Canada
– -$2.93M -13,609 Closed
TL
1069
Tradewinds LLC
North Carolina
– -$2.78M -12,943 Closed
FTB
1070
First Trust Bank
Bahamas
– -$2.54M -11,800 Closed
Qube Research & Technologies (QRT)
1071
Qube Research & Technologies (QRT)
United Kingdom
– -$2.53M -11,777 Closed
Voloridge Investment Management
1072
Voloridge Investment Management
Florida
– -$2.41M -11,217 Closed
DTL
1073
Dynamic Technology Lab
Singapore
– -$2.36M -10,972 Closed
E
1074
Ergoteles
New York
– -$2.18M -10,141 Closed
N
1075
Natixis
France
– -$2.14M -9,922 Closed
41 42
43
44 45

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.