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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 %
MIM
1151
Merrion Investment Management
New Jersey
– -$214K -616 Closed
GW
1152
GW & Wade
Massachusetts
– -$214K -614 Closed
AC
1153
Abbrea Capital
California
– -$212K -608 Closed
BFM
1154
Boston Financial Management
Massachusetts
– -$210K -601 Closed
FCBT
1155
First Citizens Bank & Trust
North Carolina
– -$209K -600 Closed
CSPAM
1156
Cary Street Partners Asset Management
Virginia
– -$209K -600 Closed
SSA
1157
South Street Advisors
New York
– -$209K -600 Closed
CWM
1158
Campbell Wealth Management
Virginia
– -$209K -600 Closed
CBFP
1159
Cedar Brook Financial Partners
Ohio
– -$208K -597 Closed
NPPM
1160
North Point Portfolio Managers
Ohio
– -$208K -595 Closed
CI
1161
CX Institutional
Indiana
– -$208K -595 Closed
FOA
1162
Five Oceans Advisors
California
– -$204K -585 Closed
FA
1163
Fiducient Advisors
Illinois
– -$202K -580 Closed
UAS
1164
United Asset Strategies
New York
– -$201K -575 Closed
Walleye Trading
1165
Walleye Trading
New York
– -$165K -472 Closed
PHK
1166
Point72 Hong Kong
Hong Kong
– -$163K -466 Closed
SBIA
1167
Sheaff Brock Investment Advisors
Indiana
– -$422K -465 Closed
EWM
1168
Edge Wealth Management
New York
– -$157K -450 Closed
BAM
1169
Belpointe Asset Management
Nevada
– -$139K -398 Closed
CA
1170
CoreCap Advisors
Michigan
– -$136K -389 Closed
NIM
1171
NuWave Investment Management
New Jersey
– -$130K -374 Closed
CA
1172
Cornerstone Advisory
Maryland
– -$126K -360 Closed
FPWM
1173
FSB Premier Wealth Management
Iowa
– -$125K -360 Closed
SWM
1174
Scissortail Wealth Management
Oklahoma
– -$123K -354 Closed
PPWM
1175
PFG Private Wealth Management
Florida
– -$108K -309 Closed
45 46
47
48 49