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Rockwell Automation
ROK

973 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, 375 increasing their positions, 335 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 335

11% more call options, than puts

Call options by funds: $99.1M | Put options by funds: $89.2M

0.48% more ownership

Funds ownership: 79.23% → 79.71% (+0.48%)

7% less funds holding

Funds holding: 1,051 → 973 (-78)

28% less capital invested

Capital invested by funds: $25.6B → $18.4B (-$7.2B)

39% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 157

73% less funds holding in top 10

Funds holding in top 10: 11 → 3 (-8)

Holders
973
Holders Change
-78
Holders Change %
-7.42%
% of All Funds
16.39%
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
375
Reduced
335
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
+$448M
2
Amundi
Amundi
France
+$181M
3
Morgan Stanley
Morgan Stanley
New York
+$131M
4
F
FIFTHDELTA
United Kingdom
+$116M
5
N
Nuveen
North Carolina
+$101M

Top Sellers

1
BlackRock
BlackRock
New York
-$135M
2
American Century Companies
American Century Companies
Missouri
-$131M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$126M
4
UBS Group
UBS Group
Switzerland
-$79.1M
5
Invesco
Invesco
Georgia
-$63.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHIA
76
Birch Hill Investment Advisors
Massachusetts
$32.2M +$32.5M +143,847 +809%
National Pension Service
77
National Pension Service
South Korea
$30.9M +$255K +1,129 +0.7%
MG
78
Markel Group
Virginia
$30.9M +$452K +2,000 +1%
Principal Financial Group
79
Principal Financial Group
Iowa
$29.7M +$1.17M +5,184 +4%
HNB
80
Huntington National Bank
Ohio
$29.4M -$26.1M -115,391 -44%
TCM
81
TimesSquare Capital Management
New York
$29.3M +$33.2M +146,900 New
GF
82
Gabelli Funds
New York
$28.5M +$45.2K +200 +0.1%
SIMG
83
Stephens Investment Management Group
Texas
$28.5M +$579K +2,564 +2%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$26.5M +$1.2M +5,310 +4%
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$26.5M -$4.39M -19,422 -13%
IIM
86
INTECH Investment Management
Florida
$26.5M +$30M +132,839 New
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$26.4M -$3.86M -17,113 -11%
Neuberger Berman Group
88
Neuberger Berman Group
New York
$26.4M -$1.18M -5,208 -4%
GI
89
GAMCO Investors
Connecticut
$26.2M -$35K -155 -0.1%
DnB Asset Management
90
DnB Asset Management
Norway
$25.5M -$313K -1,384 -1%
KBC Group
91
KBC Group
Belgium
$25.1M +$2.29M +10,144 +9%
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$24.4M -$821K -3,636 -3%
CI
93
Cambiar Investors
Colorado
$23M +$26.1M +115,458 New
Canada Life
94
Canada Life
Manitoba, Canada
$22.9M -$1.2M -5,305 -4%
Two Sigma Advisers
95
Two Sigma Advisers
New York
$22.2M +$25.1M +111,300 New
Stifel Financial
96
Stifel Financial
Missouri
$21.6M -$1.27M -5,621 -5%
VOYA Investment Management
97
VOYA Investment Management
Georgia
$21.2M -$961K -4,255 -4%
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$21.1M +$278K +1,229 +1%
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$21.1M +$8.87M +39,283 +59%
VIA
100
Vident Investment Advisory
Georgia
$20.9M +$2.15M +9,512 +10%
2 3
4
5 6

ROK Hedge Fund Activity: Q2 2022 in Review

973 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q2 2022, worth a combined $18.4B — down 28% from $25.6B a quarter earlier.

Sellers outnumbered buyers: 157 funds closed out of ROK and 96 opened new positions — a net loss of 61 holders — while 335 trimmed existing stakes and 375 added.

The largest buyer was Vanguard Group, adding an estimated $448M. The largest seller was BlackRock, cutting an estimated $135M.

  • 973 institutional investors held Rockwell Automation (ROK) as of Q2 2022, down from 1,051 in Q1 2022.
  • Funds reported $18.4B of Rockwell Automation stock for Q2 2022, down 28% quarter-over-quarter.
  • 96 funds opened new Rockwell Automation positions in Q2 2022 and 157 closed out, a net change of -61 holders.
  • The largest Rockwell Automation buyer in Q2 2022 was Vanguard Group, an estimated $448M added.
  • The largest Rockwell Automation seller in Q2 2022 was BlackRock, an estimated $135M sold.

Based on aggregated 13F filings for Q2 2022.