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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 %
WSC
1026
Wellington Shields & Co
New York
– -$280K -1,000 Closed
CSA
1027
Cottage Street Advisors
Massachusetts
– -$280K -1,000 Closed
IIM
1028
Ipswich Investment Management
Massachusetts
– -$280K -1,000 Closed
SCI
1029
S&CO Inc
Massachusetts
– -$280K -1,000 Closed
PWW
1030
Pettyjohn Wood & White
Virginia
– -$275K -982 Closed
QPWM
1031
Quadrant Private Wealth Management
Pennsylvania
– -$274K -978 Closed
SC
1032
Solstein Capital
California
– -$273K -976 Closed
STA
1033
Summit Trail Advisors
New York
– -$273K -976 Closed
BW
1034
Bison Wealth
Georgia
– -$272K -972 Closed
KA
1035
Keene & Associates
Texas
– -$267K -955 Closed
SLG
1036
Stanley-Laman Group
Pennsylvania
– -$267K -953 Closed
PP
1037
Pegasus Partners
Wisconsin
– -$266K -950 Closed
LFAS
1038
Level Four Advisory Services
Texas
– -$265K -947 Closed
BC
1039
Bowman & Company
Wisconsin
– -$265K -946 Closed
SMG
1040
Smart Money Group
Texas
– -$265K -946 Closed
BG
1041
Bahl & Gaynor
Ohio
– -$261K -932 Closed
KA
1042
KLCM Advisors
Wisconsin
– -$260K -927 Closed
OR
1043
Olympiad Research
Connecticut
– -$259K -926 Closed
EFL
1044
ERn Financial LLC
Wisconsin
– -$258K -921 Closed
BCIM
1045
Bishop & Co Investment Management
Pennsylvania
– -$257K -918 Closed
MWM
1046
Mission Wealth Management
California
– -$257K -916 Closed
FMTC
1047
Farmers & Merchants Trust Company
California
– -$252K -900 Closed
PAS
1048
Professional Advisory Services
Florida
– -$251K -895 Closed
PMG
1049
Private Management Group
California
– -$250K -891 Closed
SDWMA
1050
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$248K -887 Closed
40 41
42
43 44