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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 %
WOC
1101
West Oak Capital
California
$6K – – –
WTA
1102
Washington Trust Advisors
Massachusetts
$5K +$5K +14 New
SWA
1103
SOA Wealth Advisors
New York
$4K – – –
Kayne Anderson Rudnick Investment Management
1104
Kayne Anderson Rudnick Investment Management
California
$3K – – –
MCM
1105
Manchester Capital Management
Vermont
$3K – – –
AP
1106
Atwood & Palmer
Missouri
$3K – – –
SC
1107
Schubert & Co
Texas
$3K +$3K +10 New
SIS
1108
Sound Income Strategies
Florida
$2K – – –
LFG
1109
Larson Financial Group
Missouri
$2K – – –
TSWM
1110
Tyler-Stone Wealth Management
Ohio
$2K +$2K +5 New
BFC
1111
Bedel Financial Consulting
Indiana
$2K +$2K +5 New
CAC
1112
Core Alternative Capital
Georgia
$2K +$2K +5 New
AIC
1113
Archer Investment Corporation
Indiana
$1.4K +$1.4K +4 New
RBC
1114
Roble Belko & Company
Pennsylvania
$1K – – –
GTAM
1115
Global Trust Asset Management
Florida
$1K – – –
CWC
1116
Carolinas Wealth Consulting
North Carolina
$1K – – –
S
1117
Surevest
California
$1K +$1K +3 New
SIC
1118
SJS Investment Consulting
Ohio
$1K +$1K +3 New
RI
1119
Rinkey Investments
California
$1K +$1K +5 New
BIM
1120
Baldwin Investment Management
Pennsylvania
$748 -$2 -5 -0.2%
WIM
1121
Westside Investment Management
California
$523 – – –
WA
1122
WestEnd Advisors
North Carolina
$348 +$348 +1 New
SFCL
1123
Strengthening Families & Communities LLC
Massachusetts
$320 +$320 +919 New
FGAM
1124
Financial Gravity Asset Management
Texas
$286 +$286 +1,395 +139,500%
BBHC
1125
Brown Brothers Harriman & Co
New York
$152 – – –
43 44
45
46 47