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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 %
MS
576
Maven Securities
Jersey
$553K +$553K +1,975 New
SWM
577
Selective Wealth Management
Virginia
$552K -$60.2K -215 -10%
CT
578
Chicago Trust
Illinois
$546K -$7K -25 -1%
APA
579
American Portfolios Advisors
New York
$545K -$297K -1,061 -35%
MIM
580
MTM Investment Management
South Carolina
$544K -$9.8K -35 -2%
CGL
581
Clarius Group LLC
Washington
$544K
AAS
582
Avantax Advisory Services
Texas
$540K -$38.8K -138 -7%
CAM
583
Cresset Asset Management
Illinois
$539K -$589K -2,108 -52%
S
584
SignatureFD
Georgia
$537K -$44.8K -160 -8%
IC
585
Inscription Capital
Texas
$536K
FIA
586
Foundations Investment Advisors
Arizona
$535K +$2.09K +8 +0.4%
CIA
587
Choate Investment Advisors
Massachusetts
$534K
HW
588
Hancock Whitney
Mississippi
$532K -$1.94M -6,933 -78%
SCA
589
Stonebridge Capital Advisors
Minnesota
$532K -$1.96K -7 -0.4%
LWM
590
Loveless Wealth Management
Montana
$532K
EIG
591
Ellenbecker Investment Group
Wisconsin
$532K +$2.24K +8 +0.4%
CT
592
Cambridge Trust
Massachusetts
$530K +$6.44K +23 +1%
PHIC
593
Pine Haven Investment Counsel
Massachusetts
$527K
TFS
594
TrustCore Financial Services
Tennessee
$526K
FAM
595
Formidable Asset Management
Ohio
$524K
AC
596
Addison Capital
Pennsylvania
$521K -$21K -75 -4%
IRF
597
IBM Retirement Fund
New York
$519K -$22.7K -81 -4%
EAM
598
Empirical Asset Management
Massachusetts
$519K +$519K +1,852 New
HPC
599
HM Payson & Co
Maine
$518K -$3.36K -12 -0.6%
VI
600
Vestcor Inc
New Brunswick, Canada
$514K -$166K -591 -24%