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Rockwell Automation
ROK

Overview Fund Activity

1,052 hedge funds and large institutions have $23.3B invested in Rockwell Automation in 2022 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 357 increasing their positions, 321 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+66
Holders Change %
+6.69%
% of All Funds
16.97%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
151
Increased
357
Reduced
321
Closed
68
Calls
$160M
Puts
$130M
Net Calls
+$30.1M
Net Calls Change
+$26.3M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$207M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$210M
3
BlackRock
BlackRock
New York
$2.31B
4
Capital World Investors
Capital World Investors
California
$1.31B
5
Morgan Stanley
Morgan Stanley
New York
$706M

Top Sellers

1
Millennium Management
Millennium Management
New York
$22.8M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$185M
3
Citadel Advisors
Citadel Advisors
Florida
$29.4M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$115M
5
American Century Companies
American Century Companies
Missouri
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
151
KeyBank National Association
Ohio
$12M -$19.3K -75 -0.2%
Osaic Holdings
152
Osaic Holdings
Arizona
$11.8M -$79.1K -307 -0.7%
CWM
153
Cabot Wealth Management
Massachusetts
$11.7M -$1.25M -4,872 -10%
Credit Agricole
154
Credit Agricole
France
$11.6M -$1.58M -6,146 -12%
TAM
155
Thematics Asset Management
France
$11.6M +$11.6M +45,154 New
SEI Investments
156
SEI Investments
Pennsylvania
$11.6M -$1.29M -5,010 -10%
Kayne Anderson Rudnick Investment Management
157
Kayne Anderson Rudnick Investment Management
California
$11.5M +$11.5M +44,809 +560,113%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
158
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11.5M +$11.3M +43,892 +7,012%
CAM
159
Congress Asset Management
Massachusetts
$11M -$820K -3,185 -7%
GT
160
Glenmede Trust
Pennsylvania
$10.8M -$230K -894 -2%
MDSL
161
M.D. Sass LLC
New York
$10.8M -$3.77M -14,628 -26%
Axa
162
Axa
France
$10.6M -$5.02M -19,500 -32%
MSE
163
MUFG Securities EMEA
United Kingdom
$10.3M +$6.44M +25,000 +167%
Royal London Asset Management
164
Royal London Asset Management
United Kingdom
$10.3M +$208K +809 +2%
Nomura Asset Management
165
Nomura Asset Management
Japan
$10.2M +$3.2M +12,441 +46%
FLPIM
166
F.L. Putnam Investment Management
Massachusetts
$10.2M -$917K -3,559 -8%
BCB
167
Brian C. Broderick
$10.1M -$2.58K -10 -0%
Daiwa Securities Group
168
Daiwa Securities Group
Japan
$10M -$2.42M -9,382 -19%
GIA
169
GHP Investment Advisors
Colorado
$10M +$462K +1,794 +5%
Schroder Investment Management Group
170
Schroder Investment Management Group
United Kingdom
$9.86M -$4.19M -16,258 -30%
IP
171
Isthmus Partners
Wisconsin
$9.84M -$102K -395 -1%
TD Asset Management
172
TD Asset Management
Ontario, Canada
$9.71M -$28.8K -112 -0.3%
Comerica Bank
173
Comerica Bank
Texas
$9.57M +$3.07M +10,891 +47%
BC
174
Bartlett & Co
Ohio
$9.55M -$214K -832 -2%
BCWM
175
Bartlett & Co Wealth Management
Ohio
$9.55M -$214K -832 -2%
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