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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 %
NEI
126
Northwest & Ethical Investments
Ontario, Canada
$22.3M +$1.99M +7,103 +10%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$22M +$1.48M +5,287 +7%
TAM
128
Tocqueville Asset Management
New York
$21.4M +$2M +7,140 +10%
CIC
129
Carnegie Investment Counsel
Ohio
$21.3M -$2.52M -8,992 -11%
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$20.7M -$5.08M -18,158 -20%
SGAM
131
Smith Group Asset Management
Texas
$20M -$551K -1,968 -3%
Schroder Investment Management Group
132
Schroder Investment Management Group
United Kingdom
$19.9M -$5.08M -18,104 -20%
CIM
133
Confluence Investment Management
Missouri
$19.8M +$196K +699 +1%
Chevy Chase Trust
134
Chevy Chase Trust
Maryland
$19.7M +$69.2K +247 +0.4%
Allianz Asset Management
135
Allianz Asset Management
Germany
$19.5M +$113K +404 +0.6%
Russell Investments Group
136
Russell Investments Group
United Kingdom
$19.3M +$4.25M +15,176 +28%
State of New Jersey Common Pension Fund D
137
State of New Jersey Common Pension Fund D
New Jersey
$18.6M – – –
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$18.6M +$1.3M +4,625 +7%
Mitsubishi UFJ Trust & Banking
139
Mitsubishi UFJ Trust & Banking
Japan
$18.5M -$621K -2,219 -3%
TAM
140
Trillium Asset Management
Massachusetts
$18.3M -$2.79M -9,958 -13%
Toronto Dominion Bank
141
Toronto Dominion Bank
Ontario, Canada
$18.2M -$834K -2,980 -4%
Mariner
142
Mariner
Kansas
$18.2M +$596K +2,128 +3%
WJWM
143
Williams Jones Wealth Management
New York
$17.9M -$26.6K -95 -0.1%
Man Group
144
Man Group
United Kingdom
$17.7M +$3.04M +10,847 +21%
KFS
145
Kurt F. Somerville
$17.3M -$1.53M -5,466 -8%
PAMS
146
Pictet Asset Management (Switzerland)
Switzerland
$17.2M +$710K +2,535 +4%
Credit Agricole
147
Credit Agricole
France
$17.1M -$301K -1,075 -2%
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.1M -$689K -2,459 -4%
Daiwa Securities Group
149
Daiwa Securities Group
Japan
$16.7M -$2.1M -7,503 -11%
SEI Investments
150
SEI Investments
Pennsylvania
$16.2M +$1.52M +5,386 +10%
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