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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 %
LIP
1151
Liontrust Investment Partners
United Kingdom
– -$595K -2,023 Closed
MS
1152
Maven Securities
Jersey
– -$565K -1,923 Closed
MAM
1153
Meeder Asset Management
Ohio
– -$518K -1,761 Closed
CFG
1154
Cooper Financial Group
California
– -$489K -1,663 Closed
EGM
1155
Engineers Gate Manager
New York
– -$434K -1,477 Closed
WSFS
1156
Wilmington Savings Fund Society
Delaware
– -$422K -1,435 Closed
CA
1157
CastleArk Alternatives
Illinois
– -$418K -1,420 Closed
JWM
1158
Jupiter Wealth Management
Colorado
– -$467K -1,400 Closed
BC
1159
Bridgefront Capital
Texas
– -$384K -1,306 Closed
AWM
1160
Altium Wealth Management
New York
– -$383K -1,304 Closed
CCM
1161
Cox Capital Management
Massachusetts
– -$275K -934 Closed
Parallax Volatility Advisers
1162
Parallax Volatility Advisers
California
– -$260K -883 Closed
PSUF
1163
People's United Financial
Connecticut
– -$255K -868 Closed
AG
1164
Algert Global
California
– -$248K -845 Closed
Capstone Investment Advisors
1165
Capstone Investment Advisors
New York
– -$241K -821 Closed
MFS
1166
Mirabella Financial Services
United Kingdom
– -$222K -755 Closed
KFA
1167
Kelleher Financial Advisors
New York
– -$219K -747 Closed
RIA
1168
Realta Investment Advisors
Delaware
– -$201K -684 Closed
ALAM
1169
Asahi Life Asset Management
Japan
– -$191K -650 Closed
MA
1170
MCF Advisors
Kentucky
– -$150K -510 Closed
CMBA
1171
C.M. Bidwell & Associates
Hawaii
– -$138K -471 Closed
AWA
1172
Arkadios Wealth Advisors
Georgia
– -$54K -187 Closed
BCM
1173
Bourgeon Capital Management
Connecticut
– -$53K -180 Closed
MC
1174
Maverick Capital
Texas
– -$41K -138 Closed
DTIM
1175
Danda Trouve Investment Management
Kansas
– -$38K -130 Closed
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