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Rockwell Automation
ROK

Overview Fund Activity

1,046 hedge funds and large institutions have $25.6B invested in Rockwell Automation in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 344 increasing their positions, 389 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,046
Holders Change
-83
Holders Change %
-7.35%
% of All Funds
16.55%
Holding in Top 10
11
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-47.62%
% of All Funds
0.17%
New
89
Increased
344
Reduced
389
Closed
158
Calls
$107M
Puts
$58.6M
Net Calls
+$48.7M
Net Calls Change
+$199K

Top Buyers

1
HL
Harding Loevner
New Jersey
$180M
2
CVA
Ceredex Value Advisors
Florida
$120M
3
Morgan Stanley
Morgan Stanley
New York
$417M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
$241M
5
BlackRock
BlackRock
New York
$2.58B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$136M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$581M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
Amundi
Amundi
France
$310M
5
SC
Shellback Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
1076
Sciencast Management
New Jersey
– -$1.5M -4,405 Closed
HCM
1077
Highview Capital Management
Illinois
– -$1.53M -4,380 Closed
Wolverine Trading
1078
Wolverine Trading
Illinois
– -$1.47M -4,233 Closed
SLT
1079
St Louis Trust
Missouri
– -$1.45M -4,143 Closed
WA
1080
WESPAC Advisors
California
– -$1.4M -4,006 Closed
AI
1081
Atria Investments
North Carolina
– -$1.29M -3,699 Closed
DTL
1082
Dynamic Technology Lab
Singapore
– -$1.23M -3,521 Closed
MSAM
1083
Moloney Securities Asset Management
Missouri
– -$1.17M -3,365 Closed
JF
1084
Jump Financial
Illinois
– -$1.17M -3,340 Closed
SCP
1085
Syntal Capital Partners
Texas
– -$1.11M -3,191 Closed
ZCM
1086
Ziegler Capital Management
Illinois
– -$1.11M -3,188 Closed
HCM
1087
Helios Capital Management
Singapore
– -$1.08M -3,100 Closed
LCM
1088
Laurion Capital Management
New York
– -$1.05M -2,998 Closed
WMSA
1089
Weiss Multi-Strategy Advisers
New York
– -$1.04M -2,970 Closed
CCMG
1090
Clark Capital Management Group
Pennsylvania
– -$964K -2,762 Closed
BTW
1091
Boston Trust Walden
Massachusetts
– -$872K -2,500 Closed
SAM
1092
Strategy Asset Managers
California
– -$857K -2,457 Closed
DWM
1093
Dakota Wealth Management
Florida
– -$818K -2,346 Closed
AIM
1094
Aspen Investment Management
Michigan
– -$818K -2,346 Closed
TSS
1095
Two Sigma Securities
New York
– -$814K -2,334 Closed
QC
1096
Quadrature Capital
United Kingdom
– -$796K -2,281 Closed
ARC
1097
Advisor Resource Council
Texas
– -$746K -2,137 Closed
AWM
1098
Axxcess Wealth Management
California
– -$726K -2,080 Closed
PDN
1099
Pensionfund DSM Netherlands
Netherlands
– -$698K -2,000 Closed
QIM
1100
Quantitative Investment Management
Virginia
– -$665K -1,908 Closed
42 43
44
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