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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 %
BPA
501
Beacon Pointe Advisors
California
$755K +$497K +1,931 +193%
MPWT
502
MassMutual Private Wealth & Trust
Connecticut
$749K +$3.61K +14 +0.5%
TPW
503
Transatlantique Private Wealth
New York
$747K
RPC
504
Rossmore Private Capital
Connecticut
$738K +$7.21K +28 +1%
BBVA
505
Banco Bilbao Vizcaya Argentaria
Spain
$738K +$29.4K +114 +4%
IWC
506
Integrated Wealth Concepts
Massachusetts
$738K -$29.6K -115 -4%
QPW
507
Quantum Private Wealth
Florida
$735K -$58K -225 -7%
SCA
508
Stonebridge Capital Advisors
Minnesota
$733K
S
509
SignatureFD
Georgia
$733K +$31.4K +122 +4%
S
510
Seeyond
France
$729K -$223K -866 -23%
BS
511
Boenning & Scattergood
Pennsylvania
$725K
Carson Wealth (CWM LLC)
512
Carson Wealth (CWM LLC)
Nebraska
$725K +$49.7K +193 +7%
WANY
513
Wealthspire Advisors (New York)
New York
$722K +$54.6K +212 +8%
FHB
514
First Hawaiian Bank
Hawaii
$719K +$157K +610 +28%
VI
515
Vestcor Inc
New Brunswick, Canada
$705K
PAG
516
Private Advisor Group
New Jersey
$705K -$4.55K -59 -0.6%
NL
517
NVWM LLC
Pennsylvania
$701K -$5.15K -20 -0.7%
SACTSONJ
518
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$695K -$386K -1,500 -36%
GT
519
Greenleaf Trust
Michigan
$687K +$61.6K +239 +10%
RJT
520
Raymond James Trust
Florida
$684K +$5.92K +23 +0.9%
FMN
521
Financial Management Network
California
$683K +$29.7K +114 +5%
WS
522
Wedbush Securities
California
$682K -$14.4K -56 -2%
DIP
523
Davis Investment Partners
North Carolina
$680K +$680K +2,315 New
LWAC
524
Laurel Wealth Advisors (California)
California
$675K
AG
525
Advocate Group
Minnesota
$671K -$202K -783 -23%