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Rockwell Automation
ROK

Overview Fund Activity

968 hedge funds and large institutions have $18.4B invested in Rockwell Automation in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 373 increasing their positions, 332 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
968
Holders Change
-78
Holders Change %
-7.46%
% of All Funds
16.37%
Holding in Top 10
3
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-72.73%
% of All Funds
0.05%
New
96
Increased
373
Reduced
332
Closed
157
Calls
$99.1M
Puts
$89.2M
Net Calls
+$9.93M
Net Calls Change
-$38.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.68B
2
Amundi
Amundi
France
$388M
3
Morgan Stanley
Morgan Stanley
New York
$412M
4
F
FIFTHDELTA
United Kingdom
$102M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$180M

Top Sellers

1
BlackRock
BlackRock
New York
$1.72B
2
American Century Companies
American Century Companies
Missouri
$109M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$145M
4
UBS Group
UBS Group
Switzerland
$392M
5
AAM
Ardevora Asset Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
601
DCM Advisors
New York
$374K -$170K -854 -31%
O
602
Ossiam
France
$374K +$356K +1,787 +2,008%
FAM
603
Formidable Asset Management
Ohio
$373K -$3.42K -17 -0.9%
TSWM
604
Triangle Securities Wealth Management
North Carolina
$373K +$373K +1,873 New
KPWS
605
Kestra Private Wealth Services
Texas
$372K +$21.1K +106 +6%
CAAS
606
Capital Asset Advisory Services
Michigan
$371K +$165K +828 +80%
CCM
607
Coldstream Capital Management
Washington
$370K +$127K +636 +52%
HPC
608
HM Payson & Co
Maine
$369K – – –
EWM
609
Empirical Wealth Management
Washington
$366K -$132K -664 -27%
FCT
610
First Community Trust
Iowa
$366K – – –
NW
611
NewEdge Wealth
Pennsylvania
$365K -$2.44M -12,222 -87%
VNA
612
Valley National Advisers
Pennsylvania
$363K +$200K +986 +123%
MMM
613
Mendel Money Management
Illinois
$361K +$10.6K +53 +3%
CCG
614
Chatham Capital Group
Georgia
$358K -$39.9K -200 -10%
SVWAG
615
Sound View Wealth Advisors Group
Georgia
$358K +$90.9K +456 +34%
ARMT
616
Amica Retiree Medical Trust
Rhode Island
$352K +$138K +691 +64%
TC
617
Telemus Capital
Michigan
$350K +$797 +4 +0.2%
LNC
618
Lincoln National Corp
Pennsylvania
$349K -$236K -1,187 -40%
CCA
619
Checchi Capital Advisers
California
$349K +$35.2K +138 +11%
CCM
620
Chilton Capital Management
Texas
$348K – – –
CIA
621
Capital Investment Advisors
Georgia
$348K – – –
BCA
622
Bay Colony Advisors
Massachusetts
$347K +$12.8K +50 +4%
FA
623
Fiducient Advisors
Illinois
$347K +$347K +1,740 New
MGIA
624
Moneta Group Investment Advisors
Missouri
$345K +$345K +1,731 New
ONB
625
Old National Bancorp
Indiana
$342K +$342K +1,716 New
23 24
25
26 27