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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 %
MA
701
Mutual Advisors
Nebraska
$249K +$1.79K +9 +0.7%
ECM
702
Evergreen Capital Management
Washington
$248K -$18.1K -91 -7%
FFN
703
Focus Financial Network
Minnesota
$247K – – –
WI
704
Wahed Invest
New York
$247K -$25.1K -126 -9%
HH
705
Hilltop Holdings
Texas
$247K +$8.38K +42 +4%
JWCA
706
J.W. Cole Advisors
Florida
$245K -$7.98K -40 -3%
BA
707
Bridge Advisory
California
$245K – – –
VAS
708
Vestmark Advisory Solutions
Massachusetts
$244K -$91K -456 -27%
SAM
709
Steinberg Asset Management
New York
$244K – – –
WP
710
WealthSource Partners
California
$244K +$59.8K +300 +32%
SS
711
Simplicity Solutions
Minnesota
$244K +$69K +346 +39%
GVAG
712
Great Valley Advisor Group
Delaware
$243K -$38.2K -192 -14%
TCPWM
713
Traverso Chambers Private Wealth Management
California
$242K – – –
APW
714
Aurora Private Wealth
New Jersey
$241K +$199 +1 +0.1%
Walleye Capital
715
Walleye Capital
New York
$241K +$241K +1,208 New
CT
716
Chicago Trust
Illinois
$240K -$148K -745 -38%
CDH
717
Charles D. Hyman
$240K -$9.97K -50 -4%
CAN
718
Claraphi Advisory Network
United States
$239K – – –
CAI
719
Capital Advisors Inc
Oklahoma
$239K +$28K +140 +13%
GG
720
Gofen & Glossberg
Illinois
$237K – – –
FPCP
721
Fort Point Capital Partners
California
$236K -$288K -1,445 -55%
AG
722
AIA Group
Hong Kong
$236K -$47.3K -237 -17%
CFFP
723
Center for Financial Planning
Michigan
$236K – – –
CQS
724
Credential Qtrade Securities
$236K -$695K -3,486 -75%
CFS
725
Cannon Financial Strategists
Georgia
$233K -$2.79K -14 -1%
27 28
29
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