Rockwell Automation
992 hedge funds and large institutions have $19.6B invested in Rockwell Automation in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 343 increasing their positions, 342 reducing their positions, and 74 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 3 → 9 (+6)
43% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 74
2% more funds holding
Funds holding: 974 → 992 (+18)
3% more call options, than puts
Call options by funds: $120M | Put options by funds: $116M
0% more repeat investments, than reductions
Existing positions increased: 343 | Existing positions reduced: 342
0.94% less ownership
Funds ownership: 79.74% → 78.8% (-0.94%)
21% less capital inflows, than outflows
Capital inflows: $1.21B | Capital outflows: $1.54B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$222M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$178M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$124M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$94.6M |
| 5 |
Morgan Stanley
New York
|
+$50.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$121M |
| 2 |
FIFTHDELTA
London,
United Kingdom
|
-$102M |
| 3 |
Bank of New York Mellon
New York
|
-$100M |
| 4 |
Ceredex Value Advisors
Orlando,
Florida
|
-$72.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$70.6M |
ROK Hedge Fund Activity: Q3 2022 in Review
992 of the 5,832 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q3 2022, worth a combined $19.6B — up 6.1% from $18.5B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new ROK positions and 74 closed out — a net gain of 32 holders — while 343 added to existing stakes and 342 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $222M. The largest seller was AllianceBernstein, cutting an estimated $121M.
- 992 institutional investors held Rockwell Automation (ROK) as of Q3 2022, up from 974 in Q2 2022.
- Funds reported $19.6B of Rockwell Automation stock for Q3 2022, up 6.1% quarter-over-quarter.
- 106 funds opened new Rockwell Automation positions in Q3 2022 and 74 closed out, a net change of +32 holders.
- The largest Rockwell Automation buyer in Q3 2022 was Millennium Management, an estimated $222M added.
- The largest Rockwell Automation seller in Q3 2022 was AllianceBernstein, an estimated $121M sold.
Based on aggregated 13F filings for Q3 2022.