Rockwell Automation
973 hedge funds and large institutions have $18.5B invested in Rockwell Automation in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 375 increasing their positions, 334 reducing their positions, and 158 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 375 | Existing positions reduced: 334
5% more call options, than puts
Call options by funds: $92.3M | Put options by funds: $87.5M
0.54% more ownership
Funds ownership: 79.2% → 79.74% (+0.54%)
8% less funds holding
Funds holding: 1,052 → 973 (-79)
28% less capital invested
Capital invested by funds: $25.7B → $18.5B (-$7.19B)
39% less first-time investments, than exits
New positions opened: 96 | Existing positions closed: 158
73% less funds holding in top 10
Funds holding in top 10: 11 → 3 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$448M |
| 2 |
Amundi
Paris,
France
|
+$181M |
| 3 |
Morgan Stanley
New York
|
+$131M |
| 4 |
F
FIFTHDELTA
London,
United Kingdom
|
+$116M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$101M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$135M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$131M |
| 3 |
Janus Henderson Group
London,
|
-$126M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$79.1M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$63.6M |
ROK Hedge Fund Activity: Q2 2022 in Review
973 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q2 2022, worth a combined $18.5B — down 28% from $25.7B a quarter earlier.
Sellers outnumbered buyers: 158 funds closed out of ROK and 96 opened new positions — a net loss of 62 holders — while 334 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 1,052 in Q1 2022.
- Funds reported $18.5B of Rockwell Automation stock for Q2 2022, down 28% quarter-over-quarter.
- 96 funds opened new Rockwell Automation positions in Q2 2022 and 158 closed out, a net change of -62 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.