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Rockwell Automation

986 hedge funds and large institutions have $19.7B invested in Rockwell Automation in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 345 increasing their positions, 338 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
+18
Holders Change %
+1.86%
% of All Funds
17.05%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
106
Increased
345
Reduced
338
Closed
74
Calls
$120M
Puts
$116M
Net Calls
+$3.75M
Net Calls Change
-$6.17M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
526
Prelude Capital Management
New York
$587K +$587K +2,727 New
RWM
527
Ritholtz Wealth Management
New York
$587K +$587K +2,730 New
S
528
SignatureFD
Georgia
$586K +$66.3K +308 +13%
WS
529
Wedbush Securities
California
$582K +$16.8K +78 +3%
Cerity Partners
530
Cerity Partners
New York
$581K -$25.8K -120 -4%
FMN
531
Financial Management Network
California
$581K +$927 +4 +0.2%
SCA
532
Snowden Capital Advisors
New York
$573K -$173K -806 -23%
RJT
533
Raymond James Trust
Florida
$566K +$8.6K +40 +2%
BRWA
534
B. Riley Wealth Advisors
Florida
$565K +$124K +577 +28%
Carson Wealth (CWM LLC)
535
Carson Wealth (CWM LLC)
Nebraska
$564K +$98.7K +459 +21%
LWAC
536
Laurel Wealth Advisors (California)
California
$563K +$5.37K +25 +1%
O
537
Ossiam
France
$561K +$157K +732 +39%
JWCA
538
J.W. Cole Advisors
Florida
$561K +$297K +1,380 +112%
DC
539
Diametric Capital
Massachusetts
$558K +$558K +2,595 New
WANY
540
Wealthspire Advisors (New York)
New York
$557K -$16.1K -75 -3%
BS
541
Boenning & Scattergood
Pennsylvania
$557K
WT
542
Washington Trust
Rhode Island
$549K -$2.16K -10 -0.4%
FTDI
543
First Trust Direct Indexing
Massachusetts
$548K -$18.1K -84 -3%
Ensign Peak Advisors
544
Ensign Peak Advisors
Utah
$547K -$50.5K -235 -8%
HCM
545
Hutchinson Capital Management
California
$547K -$7.1K -33 -1%
AIM
546
Achmea Investment Management
Netherlands
$547K
JCM
547
Janney Capital Management
Pennsylvania
$544K
TPCW
548
TD Private Client Wealth
New York
$543K -$26.9K -125 -5%
SFS
549
Stiles Financial Services
Minnesota
$543K +$23K +107 +4%
EDRH
550
Edmond de Rothschild Holding
Switzerland
$534K +$322K +1,500 +152%