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Rockwell Automation

1,046 hedge funds and large institutions have $25.6B invested in Rockwell Automation in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 344 increasing their positions, 389 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,046
Holders Change
-83
Holders Change %
-7.35%
% of All Funds
16.55%
Holding in Top 10
11
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-47.62%
% of All Funds
0.17%
New
89
Increased
344
Reduced
389
Closed
158
Calls
$107M
Puts
$58.6M
Net Calls
+$48.7M
Net Calls Change
+$199K
Name Holding Trade Value Shares
Change
Shares
Change %
SAMC
501
Spectrum Asset Management (California)
California
$829K -$22.4K -80 -3%
OSAM
502
O'Shaughnessy Asset Management
Connecticut
$828K +$237K +847 +40%
CWM
503
Congress Wealth Management
Massachusetts
$827K -$8.95K -32 -1%
LNC
504
Lincoln National Corp
Pennsylvania
$824K -$2.52K -9 -0.3%
SCM
505
Soros Capital Management
New York
$814K +$814K +2,907 New
FWP
506
FAS Wealth Partners
Kansas
$799K +$259K +924 +48%
RIM
507
Redpoint Investment Management
Australia
$794K
MCM
508
Murphy Capital Management
New Jersey
$789K -$7K -25 -0.9%
WS
509
Wedbush Securities
California
$778K -$111K -396 -12%
WT
510
Washington Trust
Rhode Island
$774K -$12K -43 -2%
NL
511
NVWM LLC
Pennsylvania
$772K -$15.4K -55 -2%
DA
512
DCM Advisors
New York
$765K -$165K -588 -18%
SO
513
STRS Ohio
Ohio
$763K -$144K -515 -16%
BHCM
514
Boulder Hill Capital Management
New York
$756K +$756K +2,700 New
Ensign Peak Advisors
515
Ensign Peak Advisors
Utah
$754K -$837K -2,990 -53%
GIA
516
Gladstone Institutional Advisory
Florida
$754K -$323K -1,153 -30%
PFM
517
Parsec Financial Management
North Carolina
$751K +$14.9K +53 +2%
EMG
518
ETF Managers Group
New Jersey
$743K +$16.6K +59 +2%
FPCP
519
Fort Point Capital Partners
California
$736K
BEI
520
Benjamin Edwards Inc
Missouri
$735K -$213K -760 -22%
MCM
521
MAI Capital Management
Ohio
$732K +$108K +387 +17%
DP
522
Dearborn Partners
Illinois
$732K +$151K +540 +26%
WANY
523
Wealthspire Advisors (New York)
New York
$726K -$143K -510 -16%
Fiera Capital (Canada)
524
Fiera Capital (Canada)
Quebec, Canada
$726K +$235K +841 +48%
BS
525
Boenning & Scattergood
Pennsylvania
$725K