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Rockwell Automation

1,129 hedge funds and large institutions have $31.8B invested in Rockwell Automation in 2021 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 393 increasing their positions, 345 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,129
Holders Change
+101
Holders Change %
+9.82%
% of All Funds
17.44%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.32%
New
181
Increased
393
Reduced
345
Closed
65
Calls
$107M
Puts
$58.3M
Net Calls
+$48.5M
Net Calls Change
+$53.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CCP
576
Corient Capital Partners
California
$779K +$30.7K +88 +4%
MCM
577
MAI Capital Management
Ohio
$777K +$218K +624 +39%
SWM
578
Selective Wealth Management
Virginia
$763K
DMBA
579
Deseret Mutual Benefit Administrators
Utah
$763K +$17.8K +51 +2%
PAM
580
Panagora Asset Management
Massachusetts
$756K -$525K -1,504 -41%
SC
581
Solstein Capital
California
$752K +$638K +1,827 +557%
SG Americas Securities
582
SG Americas Securities
New York
$747K -$12.9M -36,923 -95%
ARC
583
Advisor Resource Council
Texas
$746K +$498K +1,426 +201%
MC
584
Moors & Cabot
Massachusetts
$741K +$32.8K +94 +5%
OSAM
585
O'Shaughnessy Asset Management
Connecticut
$736K +$25.5K +73 +4%
CRC
586
Curi RMB Capital
Illinois
$735K
BCM
587
Birmingham Capital Management
Alabama
$733K
MWM
588
Modera Wealth Management
New Jersey
$733K +$733K +2,101 New
AWM
589
Axxcess Wealth Management
California
$726K +$726K +2,080 New
S
590
SignatureFD
Georgia
$725K +$55.5K +159 +8%
DP
591
Dearborn Partners
Illinois
$724K
MFG
592
Monte Financial Group
Connecticut
$720K +$720K +2,064 New
KPWS
593
Kestra Private Wealth Services
Texas
$719K +$11.9K +34 +2%
AAS
594
Avantax Advisory Services
Texas
$718K +$66.3K +190 +10%
EW
595
Evoke Wealth
California
$717K -$34.9K -100 -5%
HA
596
Harfst & Associates
Wyoming
$713K -$1.05K -3 -0.1%
MA
597
MONECO Advisors
Connecticut
$710K -$855 -3 -0.1%
SS
598
Simplicity Solutions
Minnesota
$708K +$368K +1,053 +108%
TI
599
Tidal Investments
Wisconsin
$707K +$104K +298 +17%
MI
600
Markston International
New York
$702K -$2.79K -8 -0.4%