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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
GCM
1076
Graham Capital Management
Connecticut
– -$1.93M -8,959 Closed
FC
1077
FORA Capital
Florida
– -$1.89M -8,765 Closed
LCM
1078
Laurion Capital Management
New York
– -$1.85M -8,624 Closed
FM
1079
Freemont Management
Switzerland
– -$1.72M -8,000 Closed
SG Americas Securities
1080
SG Americas Securities
New York
– -$1.61M -7,505 Closed
MA
1081
MUFG Americas
New York
– -$1.5M -6,984 Closed
EGM
1082
Engineers Gate Manager
New York
– -$1.41M -6,556 Closed
TA
1083
Tiedemann Advisors
New York
– -$1.38M -6,396 Closed
4WM
1084
44 Wealth Management
Oregon
– -$1.36M -6,342 Closed
FRM
1085
Fox Run Management
Connecticut
– -$1.17M -5,446 Closed
BAM
1086
Blueshift Asset Management
New Jersey
– -$1.13M -5,242 Closed
Holocene Advisors
1087
Holocene Advisors
New York
– -$1.05M -4,884 Closed
AI
1088
AXS Investments
New York
– -$876K -4,074 Closed
QIM
1089
Quantitative Investment Management
Virginia
– -$823K -3,826 Closed
XT
1090
XTX Topco
Cayman Islands
– -$604K -2,806 Closed
CANY
1091
Caxton Associates (New York)
New York
– -$592K -2,753 Closed
MAM
1092
Meeder Asset Management
Ohio
– -$505K -2,349 Closed
Verition Fund Management
1093
Verition Fund Management
Connecticut
– -$429K -1,993 Closed
PRS
1094
Pinkerton Retirement Specialists
Idaho
– -$332K -1,544 Closed
OPPTF
1095
OPSEU Pension Plan Trust Fund
Ontario, Canada
– -$349K -1,542 Closed
MS
1096
Maven Securities
Jersey
– -$315K -1,466 Closed
TWM
1097
Triton Wealth Management
Arizona
– -$323K -1,402 Closed
ESCM
1098
Echo Street Capital Management
New York
– -$259K -1,205 Closed
CTI
1099
Community Trust & Investment
Kentucky
– -$248K -1,155 Closed
IP
1100
Investment Partners
Ohio
– -$232K -1,076 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.