Rockwell Automation
1,059 hedge funds and large institutions have $23.4B invested in Rockwell Automation in 2022 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 359 increasing their positions, 323 reducing their positions, and 67 closing their positions.
127% more first-time investments, than exits
New positions opened: 152 | Existing positions closed: 67
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
24% more capital inflows, than outflows
Capital inflows: $1.49B | Capital outflows: $1.2B
23% more call options, than puts
Call options by funds: $160M | Put options by funds: $130M
11% more repeat investments, than reductions
Existing positions increased: 359 | Existing positions reduced: 323
7% more funds holding
Funds holding: 992 → 1,059 (+67)
0.07% more ownership
Funds ownership: 78.8% → 78.87% (+0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$186M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$138M |
| 3 |
BlackRock
New York
|
+$120M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$116M |
| 5 |
Morgan Stanley
New York
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$217M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$112M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$97.7M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$94.8M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$87.2M |
ROK Hedge Fund Activity: Q4 2022 in Review
1,059 of the 6,243 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q4 2022, worth a combined $23.4B — up 19% from $19.6B a quarter earlier.
Buyers outnumbered sellers: 152 funds opened new ROK positions and 67 closed out — a net gain of 85 holders — while 359 added to existing stakes and 323 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $186M. The largest seller was Millennium Management, cutting an estimated $217M.
- 1,059 institutional investors held Rockwell Automation (ROK) as of Q4 2022, up from 992 in Q3 2022.
- Funds reported $23.4B of Rockwell Automation stock for Q4 2022, up 19% quarter-over-quarter.
- 152 funds opened new Rockwell Automation positions in Q4 2022 and 67 closed out, a net change of +85 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.