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

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.72B
2
American Century Companies
2
American Century Companies
Missouri
$109M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$145M
4
UBS Group
4
UBS Group
Switzerland
$392M
5
AAM
5
Ardevora Asset Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GKIM
926
GW&K Investment Management
Massachusetts
$6K +$4.13K +22 +220%
BAM
927
Bellevue Asset Management
Washington
$5K -$2K -10 -29%
PFGIA
928
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$385 -2 -7%
HIA
929
Harbor Investment Advisory
Maryland
$5K – – –
MAWCM
930
Mine & Arao Wealth Creation & Management
California
$5K – – –
SC
931
Schubert & Co
Texas
$5K +$3.52K +19 +238%
PWMG
932
Prestige Wealth Management Group
New Jersey
$5K +$4.78K +22 +2,200%
PCH
933
Polar Capital Holdings
United Kingdom
$4K -$7.44K -37,308 -65%
Jones Financial Companies
934
Jones Financial Companies
Missouri
$4K -$154K -810 -97%
FWM
935
Focused Wealth Management
New York
$4K – – –
WOC
936
West Oak Capital
California
$4K – – –
CWP
937
Concord Wealth Partners
Virginia
$3K -$63.8K -340 -96%
IRC
938
Investors Research Corp
Georgia
$3K – – –
BAM
939
Byrne Asset Management
New Jersey
$3K +$1.6K +8 +114%
GWMIA
940
Global Wealth Management Investment Advisory
Florida
$3K +$3K +13 New
MCC
941
Money Concepts Capital
Florida
$2K -$42.9K -236 -96%
PCG
942
Private Capital Group
Connecticut
$2K -$1.17K -7 -37%
OLVIG
943
Oliver Lagore Vanvalin Investment Group
Michigan
$2K – – –
NFSG
944
Newbridge Financial Services Group
Florida
$2K – – –
Kayne Anderson Rudnick Investment Management
945
Kayne Anderson Rudnick Investment Management
California
$2K – – –
AP
946
Atwood & Palmer
Missouri
$2K – – –
PMFA
947
Plante Moran Financial Advisors
Michigan
$2K +$2K +8 New
IUHSA
948
Itau Unibanco Holding S.A.
Brazil
$2K +$2K +8 New
BMD
949
Better Money Decisions
New Mexico
$2K +$2K +9 New
DI
950
Disciplined Investments
Oklahoma
$1K -$2.67K -8 -73%
36 37
38
39 40