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Rockwell Automation

1,052 hedge funds and large institutions have $23.3B invested in Rockwell Automation in 2022 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 357 increasing their positions, 321 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+66
Holders Change %
+6.69%
% of All Funds
16.97%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
151
Increased
357
Reduced
321
Closed
68
Calls
$160M
Puts
$130M
Net Calls
+$30.1M
Net Calls Change
+$26.3M
Name Holding Trade Value Shares
Change
Shares
Change %
HCC
451
Hirtle Callaghan & Co
Pennsylvania
$1.03M +$1.03M +4,011 New
JWA
452
JFS Wealth Advisors
Pennsylvania
$1.03M +$887K +3,445 +614%
SFA
453
Sequoia Financial Advisors
Ohio
$1.03M +$567K +2,203 +123%
AQR Capital Management
454
AQR Capital Management
Connecticut
$1.02M -$3.78M -14,694 -79%
AI
455
Atria Investments
North Carolina
$1.02M +$1.02M +3,957 New
ATC
456
Argent Trust Co
Tennessee
$1.02M -$55.4K -215 -5%
UCI
457
Uncommon Cents Investing
Wisconsin
$1.01M
SF
458
Summit Financial
New Jersey
$991K -$711K -2,762 -42%
AWM
459
Apollon Wealth Management
South Carolina
$990K +$64.1K +249 +7%
Fayez Sarofim & Co
460
Fayez Sarofim & Co
Texas
$986K
CAM
461
Cresset Asset Management
Illinois
$981K +$364K +1,752 +59%
IAN
462
Integrated Advisors Network
Texas
$968K -$17.8K -69 -2%
HWM
463
HB Wealth Management
Georgia
$964K +$82.2K +319 +9%
SAMC
464
Spectrum Asset Management (California)
California
$957K +$1.29K +5 +0.1%
FUBT
465
First United Bank & Trust
Maryland
$954K
1SB
466
1ST Source Bank
Indiana
$944K
Fiera Capital (Canada)
467
Fiera Capital (Canada)
Quebec, Canada
$943K -$60K -233 -6%
FCFC
468
First Commonwealth Financial Corp
Pennsylvania
$941K
KF
469
Krilogy Financial
Missouri
$941K
JDR
470
Jay D. Rosenbaum
$934K -$2.58K -10 -0.3%
NMIMC
471
Northwestern Mutual Investment Management Company
Wisconsin
$927K -$177K -688 -16%
AIM
472
Acropolis Investment Management
Missouri
$925K -$84.7K -329 -8%
VWM
473
Venturi Wealth Management
Texas
$911K -$67K -260 -7%
BEI
474
Benjamin Edwards Inc
Missouri
$899K -$168K -652 -16%
PTC
475
Private Trust Company
Ohio
$866K +$42.2K +164 +5%