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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 %
TSWM
951
Tyler-Stone Wealth Management
Ohio
$1K – – –
S
952
Surevest
California
$1K – – –
GTAM
953
Global Trust Asset Management
Florida
$1K – – –
SIS
954
Sound Income Strategies
Florida
$1K – – –
LFG
955
Larson Financial Group
Missouri
$1K – – –
CWC
956
Carolinas Wealth Consulting
North Carolina
$1K – – –
AWM
957
Atticus Wealth Management
Florida
$1K – – –
MCM
958
Manchester Capital Management
Vermont
$1K +$143 +1 +17%
TFA
959
Toth Financial Advisory
Virginia
$1K +$1K +5 New
FBC
960
Fairfield, Bush & Co
Connecticut
$1K +$1K +7 New
TWP
961
TFO Wealth Partners
Ohio
$1K +$1K +7 New
AIC
962
Archer Investment Corporation
Indiana
$797 – – –
BIM
963
Baldwin Investment Management
Pennsylvania
$514 +$28 +140 +6%
BRWM
964
B. Riley Wealth Management
Tennessee
$336 +$66 +333 +25%
WIM
965
Westside Investment Management
California
$298 – – –
FGAM
966
Financial Gravity Asset Management
Texas
$138 -$250 -722 -64%
AAM
967
Ardevora Asset Management
United Kingdom
– -$61.6M -220,103 Closed
ASC
968
Atalanta Sosnoff Capital
New York
– -$56.7M -202,534 Closed
EAM
969
Eagle Asset Management
Florida
– -$48.5M -173,141 Closed
RS
970
Robeco Schweiz
Switzerland
– -$35M -125,000 Closed
ECM
971
ExodusPoint Capital Management
New York
– -$26.2M -93,627 Closed
AWA
972
Aaron Wealth Advisors
Illinois
– -$244K -68,327 Closed
JAM
973
Jupiter Asset Management
United Kingdom
– -$13.7M -48,816 Closed
TC
974
Tenere Capital
New York
– -$11.4M -40,766 Closed
Alyeska Investment Group
975
Alyeska Investment Group
Illinois
– -$9.95M -35,528 Closed
37 38
39
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