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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
WIM
1126
Westside Investment Management
California
$523 – – –
WA
1127
WestEnd Advisors
North Carolina
$348 +$331 +1 New
SFCL
1128
Strengthening Families & Communities LLC
Massachusetts
$320 +$304K +919 New
FGAM
1129
Financial Gravity Asset Management
Texas
$286 +$462K +1,395 +139,500%
BBHC
1130
Brown Brothers Harriman & Co
New York
$152 – – –
CP
1131
Castleview Partners
Texas
$45 +$5.2M +15,698 New
WI
1132
Wafra Inc
New York
– -$34.2M -116,457 Closed
Qube Research & Technologies (QRT)
1133
Qube Research & Technologies (QRT)
United Kingdom
– -$15.5M -52,611 Closed
MCM
1134
MKP Capital Management
New York
– -$15.3M -52,000 Closed
MGIM
1135
M&G Investment Management
United Kingdom
– -$15.1K -51,374 Closed
Wealth Enhancement Advisory Services
1136
Wealth Enhancement Advisory Services
Minnesota
– -$14.1M -44,760 Closed
Tudor Investment Corp
1137
Tudor Investment Corp
Connecticut
– -$13.9M -42,042 Closed
William Blair Investment Management
1138
William Blair Investment Management
Illinois
– -$9.99M -33,984 Closed
ACI
1139
AMP Capital Investors
Australia
– -$8.66M -29,440 Closed
MIH
1140
Meitav Investment House
Israel
– -$6.03M -20,503 Closed
MCM
1141
Moore Capital Management
New York
– -$4.39M -14,927 Closed
GRP
1142
Global Retirement Partners
California
– -$2.62M -8,910 Closed
CM
1143
Capula Management
Cayman Islands
– -$2.37M -8,060 Closed
PFM
1144
Patton Fund Management
Texas
– -$2.2M -7,481 Closed
AI
1145
AdvisorShares Investments
Maryland
– -$1.89M -6,440 Closed
BBL
1146
Beck Bode LLC
Massachusetts
– -$1.82M -6,206 Closed
YIH
1147
Y-Intercept (HK)
Hong Kong
– -$1.38M -4,678 Closed
VI
1148
Versor Investments
New York
– -$1.26M -4,277 Closed
FM
1149
Freemont Management
Switzerland
– -$1.18M -4,000 Closed
SC
1150
Samlyn Capital
New York
– -$982K -3,340 Closed
44 45
46
47 48

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.