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Rockwell Automation
ROK

1,134 hedge funds and large institutions have $31.8B invested in Rockwell Automation in 2021 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 395 increasing their positions, 347 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 65

83% more call options, than puts

Call options by funds: $107M | Put options by funds: $58.3M

40% more funds holding in top 10

Funds holding in top 10: 15 → 21 (+6)

19% more capital invested

Capital invested by funds: $26.8B → $31.8B (+$5.03B)

14% more repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 347

10% more funds holding

Funds holding: 1,032 → 1,134 (+102)

0.16% more ownership

Funds ownership: 78.76% → 78.91% (+0.16%)

Holders
1,134
Holders Change
+102
Holders Change %
+9.88%
% of All Funds
17.45%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.32%
New
182
Increased
395
Reduced
347
Closed
65
Calls
$107M
Puts
$58.3M
Net Calls
+$48.5M
Net Calls Change
+$53.4M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$421M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$96.8M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$82.1M
4
Morgan Stanley
Morgan Stanley
New York
+$80.9M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$79M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$318M
2
JP Morgan Chase
JP Morgan Chase
New York
-$198M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$77.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$56.8M
5
N
Nuveen
North Carolina
-$54.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1076
BerganKDV Wealth Management
Minnesota
$18K – – –
JFA
1077
JNBA Financial Advisors
Minnesota
$18K +$13.9K +42 +467%
AP
1078
Arlington Partners
Alabama
$18K +$16.9K +51 New
MWM
1079
Mascoma Wealth Management
New Hampshire
$17K – – –
AIM
1080
Arcadia Investment Management
Michigan
$16K – – –
EARNEST Partners
1081
EARNEST Partners
Georgia
$16K – – –
First Manhattan
1082
First Manhattan
New York
$15K – – –
NFSG
1083
Newbridge Financial Services Group
Florida
$15K +$2.98K +9 +26%
APC
1084
Aspire Private Capital
North Carolina
$14K – – –
CFD
1085
Creative Financial Designs
Indiana
$14K – – –
RFA
1086
Reilly Financial Advisors
California
$14K – – –
MCM
1087
MV Capital Management
Maryland
$14K +$2.32K +7 +21%
ZIG
1088
Zullo Investment Group
Pennsylvania
$14K +$13.6K +41 New
GFPC
1089
Global Financial Private Client
Florida
$13.6K +$11.6K +35 +875%
CB
1090
CNB Bank
Pennsylvania
$13K – – –
SWA
1091
Sutton Wealth Advisors
Florida
$12.2K – – –
BAM
1092
Bellevue Asset Management
Washington
$12K – – –
IFAM
1093
Institutional & Family Asset Management
Colorado
$12K – – –
CAL
1094
Capital Advisors Ltd
Ohio
$12K +$331 +1 +3%
CA
1095
Crewe Advisors
Utah
$12K +$9.27K +28 +400%
CCMW
1096
Cypress Capital Management (Wyoming)
Wyoming
$10K +$9.93K +30 New
FMP
1097
Financial Management Professionals
Texas
$9K +$331 +1 +4%
MAWCM
1098
Mine & Arao Wealth Creation & Management
California
$9K +$8.61K +26 New
SC
1099
Stephens Consulting
Michigan
$7.67K +$7.28K +22 New
PMFA
1100
Plante Moran Financial Advisors
Michigan
$7K -$26.5K -80 -80%
42 43
44
45 46

ROK Hedge Fund Activity: Q4 2021 in Review

1,134 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q4 2021, worth a combined $31.8B — up 19% from $26.8B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new ROK positions and 65 closed out — a net gain of 117 holders — while 395 added to existing stakes and 347 trimmed.

The largest buyer was Capital World Investors, adding an estimated $421M. The largest seller was Bank of America, cutting an estimated $318M.

  • 1,134 institutional investors held Rockwell Automation (ROK) as of Q4 2021, up from 1,032 in Q3 2021.
  • Funds reported $31.8B of Rockwell Automation stock for Q4 2021, up 19% quarter-over-quarter.
  • 182 funds opened new Rockwell Automation positions in Q4 2021 and 65 closed out, a net change of +117 holders.
  • The largest Rockwell Automation buyer in Q4 2021 was Capital World Investors, an estimated $421M added.
  • The largest Rockwell Automation seller in Q4 2021 was Bank of America, an estimated $318M sold.

Based on aggregated 13F filings for Q4 2021.