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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 %
1WA
1126
180 Wealth Advisors
Washington
– -$249K -791 Closed
BWM
1127
BT Wealth Management
Georgia
– -$271K -778 Closed
EH
1128
Equitable Holdings
New York
– -$266K -762 Closed
AWM
1129
Aries Wealth Management
Maine
– -$256K -733 Closed
CL
1130
Choreo LLC
Illinois
– -$256K -733 Closed
SIM
1131
Sadoff Investment Management
Wisconsin
– -$250K -716 Closed
SAM
1132
Summit Asset Management
Tennessee
– -$246K -706 Closed
ST
1133
Sabal Trust
Florida
– -$246K -705 Closed
WWM
1134
Windsor Wealth Management
Indiana
– -$240K -700 Closed
RCM
1135
RB Capital Management
Nevada
– -$244K -699 Closed
WCP
1136
Welch Capital Partners
New York
– -$243K -696 Closed
GG
1137
Greenwood Gearhart
Arkansas
– -$242K -693 Closed
AI
1138
Accredited Investors
Minnesota
– -$239K -685 Closed
FRM
1139
Fox Run Management
Connecticut
– -$239K -684 Closed
WAAG
1140
Wealth Alliance Advisory Group
Kansas
– -$231K -662 Closed
PL
1141
Pluribus Labs
California
– -$231K -662 Closed
MBTD
1142
Mechanics Bank - Trust Department
California
– -$230K -660 Closed
STB
1143
S&T Bank
Pennsylvania
– -$227K -650 Closed
FANJ
1144
Financial Architects (New Jersey)
New Jersey
– -$226K -649 Closed
AWA
1145
Arete Wealth Advisors
Illinois
– -$221K -637 Closed
IIA
1146
IPG Investment Advisors
California
– -$222K -635 Closed
SCA
1147
Southern Capital Advisors
Tennessee
– -$221K -634 Closed
BO
1148
Bank OZK
Arkansas
– -$221K -633 Closed
PFG
1149
Pacific Financial Group
Washington
– -$212K -633 Closed
PAS
1150
Park Avenue Securities
New York
– -$219K -627 Closed
44 45
46
47 48