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Rockwell Automation

1,057 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, 358 increasing their positions, 324 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 68

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

23% more call options, than puts

Call options by funds: $160M | Put options by funds: $130M

19% more capital invested

Capital invested by funds: $19.7B → $23.3B (+$3.65B)

10% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 324

7% more funds holding

Funds holding: 9911,057 (+66)

0.03% less ownership

Funds ownership: 79.38%79.35% (-0.03%)

Holders
1,057
Holders Change
+66
Holders Change %
+6.66%
% of All Funds
16.99%
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
358
Reduced
324
Closed
68
Calls
$160M
Puts
$130M
Net Calls
+$30.1M
Net Calls Change
+$26.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.5B +$25.3M +100,737 +0.7%
BlackRock
2
BlackRock
New York
$2.31B +$120M +476,192 +6%
Capital World Investors
3
Capital World Investors
California
$1.31B +$116M +461,950 +10%
State Street
4
State Street
Massachusetts
$1.15B -$13.4M -53,293 -1%
ATO
5
Alecta Tjanstepension Omsesidigt
Sweden
$776M +$8.81M +35,100 +1%
Morgan Stanley
6
Morgan Stanley
New York
$706M +$115M +457,383 +20%
Amundi
7
Amundi
France
$603M +$33.8M +134,660 +7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$598M +$7.25M +28,866 +1%
JP Morgan Chase
9
JP Morgan Chase
New York
$597M +$62.7M +249,857 +12%
Bank of America
10
Bank of America
North Carolina
$502M +$1.86M +7,396 +0.4%
UBS Group
11
UBS Group
Switzerland
$429M -$13.8M -55,157 -3%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$355M -$30.7M -122,157 -8%
Northern Trust
13
Northern Trust
Illinois
$325M +$628K +2,503 +0.2%
Lazard Asset Management
14
Lazard Asset Management
New York
$297M -$4.4M -17,521 -1%
Goldman Sachs
15
Goldman Sachs
New York
$294M -$2.77M -11,054 -1%
Ninety One (UK)
16
Ninety One (UK)
United Kingdom
$284M -$1.97M -7,849 -0.7%
CIP
17
Champlain Investment Partners
Vermont
$266M -$2.14M -8,508 -0.8%
Sumitomo Mitsui Trust Group
18
Sumitomo Mitsui Trust Group
Japan
$261M -$1.03M -4,121 -0.4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$254M -$536K -2,135 -0.2%
HL
20
Harding Loevner
New Jersey
$241M +$24.7M +98,410 +12%
Franklin Resources
21
Franklin Resources
California
$232M +$12M +47,930 +6%
Invesco
22
Invesco
Georgia
$220M +$67.7M +269,734 +46%
Norges Bank
23
Norges Bank
Norway
$215M -$42.1M -167,858 -17%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$210M +$138M +551,183 +208%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$207M +$186M +739,756 +1,161%

ROK Hedge Fund Activity: Q4 2022 in Review

1,057 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q4 2022, worth a combined $23.3B — up 19% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new ROK positions and 68 closed out — a net gain of 83 holders — while 358 added to existing stakes and 324 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $186M. The largest seller was Millennium Management, cutting an estimated $217M.

  • 1,057 institutional investors held Rockwell Automation (ROK) as of Q4 2022, up from 991 in Q3 2022.
  • Funds reported $23.3B of Rockwell Automation stock for Q4 2022, up 19% quarter-over-quarter.
  • 151 funds opened new Rockwell Automation positions in Q4 2022 and 68 closed out, a net change of +83 holders.
  • The largest Rockwell Automation buyer in Q4 2022 was Massachusetts Financial Services, an estimated $186M added.
  • The largest Rockwell Automation seller in Q4 2022 was Millennium Management, an estimated $217M sold.

Based on aggregated 13F filings for Q4 2022.