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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 %
AIM
1076
Arcadia Investment Management
Michigan
$16K – – –
First Manhattan
1077
First Manhattan
New York
$15K – – –
NFSG
1078
Newbridge Financial Services Group
Florida
$15K +$3.07K +9 +26%
RFA
1079
Reilly Financial Advisors
California
$14K – – –
APC
1080
Aspire Private Capital
North Carolina
$14K – – –
CFD
1081
Creative Financial Designs
Indiana
$14K – – –
MCM
1082
MV Capital Management
Maryland
$14K +$2.45K +7 +21%
ZIG
1083
Zullo Investment Group
Pennsylvania
$14K +$14K +41 New
GFPC
1084
Global Financial Private Client
Florida
$13.6K +$12.2K +35 +875%
CB
1085
CNB Bank
Pennsylvania
$13K – – –
SWA
1086
Sutton Wealth Advisors
Florida
$12.2K – – –
IFAM
1087
Institutional & Family Asset Management
Colorado
$12K – – –
BAM
1088
Bellevue Asset Management
Washington
$12K – – –
CAL
1089
Capital Advisors Ltd
Ohio
$12K +$343 +1 +3%
CA
1090
Crewe Advisors
Utah
$12K +$9.6K +28 +400%
CCMW
1091
Cypress Capital Management (Wyoming)
Wyoming
$10K +$10K +30 New
FMP
1092
Financial Management Professionals
Texas
$9K +$346 +1 +4%
MAWCM
1093
Mine & Arao Wealth Creation & Management
California
$9K +$9K +26 New
SC
1094
Stephens Consulting
Michigan
$7.68K +$7.68K +22 New
PMFA
1095
Plante Moran Financial Advisors
Michigan
$7K -$28K -80 -80%
PCG
1096
Private Capital Group
Connecticut
$7K – – –
SCA
1097
Sandy Cove Advisors
Massachusetts
$7K +$7K +20 New
DHGWA
1098
Dixon Hughes Goodman Wealth Advisors
North Carolina
$7K +$7K +21 New
DWA
1099
Delos Wealth Advisors
Texas
$7K +$7K +21 New
FWM
1100
Focused Wealth Management
New York
$6K -$107K -320 -95%
42 43
44
45 46