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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 %
CCI
1101
Credit Capital Investments
New Jersey
– -$580K -1,662 Closed
LOAMS
1102
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$574K -1,646 Closed
CAG
1103
Csenge Advisory Group
Florida
– -$466K -1,632 Closed
Voloridge Investment Management
1104
Voloridge Investment Management
Florida
– -$537K -1,539 Closed
ACM
1105
Alethea Capital Management
Washington
– -$533K -1,528 Closed
GT
1106
Glenview Trust
Kentucky
– -$482K -1,382 Closed
LA
1107
Latitude Advisors
Florida
– -$470K -1,348 Closed
HC
1108
Hamilton Capital
Ohio
– -$465K -1,332 Closed
AFWM
1109
AMJ Financial Wealth Management
Virginia
– -$464K -1,330 Closed
PAMP
1110
Polar Asset Management Partners
Ontario, Canada
– -$458K -1,313 Closed
PCA
1111
Personal Capital Advisors
California
– -$435K -1,247 Closed
APA
1112
Astoria Portfolio Advisors
New York
– -$427K -1,224 Closed
AA
1113
ALPS Advisors
Colorado
– -$410K -1,174 Closed
CWM
1114
Cornerstone Wealth Management
Missouri
– -$399K -1,147 Closed
RCIM
1115
Red Cedar Investment Management
Michigan
– -$392K -1,125 Closed
CRCM
1116
Corbett Road Capital Management
Virginia
– -$390K -1,118 Closed
KFA
1117
Krane Funds Advisors
New York
– -$363K -1,041 Closed
GCP
1118
GSA Capital Partners
United Kingdom
– -$354K -1,016 Closed
LFM
1119
LGT Fund Management
Liechtenstein
– -$349K -1,000 Closed
FFM
1120
Forum Financial Management
Illinois
– -$337K -967 Closed
OWA
1121
Outlook Wealth Advisors
Texas
– -$328K -940 Closed
PTP
1122
Platform Technology Partners
New York
– -$324K -928 Closed
ESCM
1123
Echo Street Capital Management
New York
– -$317K -910 Closed
BWFA
1124
Baltimore-Washington Financial Advisors
Maryland
– -$284K -815 Closed
EN1L
1125
Engine No 1 LLC
California
– -$277K -793 Closed
43 44
45
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