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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 %
TMAM
576
Tokio Marine Asset Management
Japan
$526K +$38.9K +151 +8%
IWM
577
IHT Wealth Management
Illinois
$523K +$46.6K +181 +10%
MHIC
578
Marble Harbor Investment Counsel
Massachusetts
$518K
EIG
579
Ellenbecker Investment Group
Wisconsin
$517K -$771 -3 -0.1%
DP
580
Dearborn Partners
Illinois
$516K -$107K -414 -17%
PF
581
Phoenix Financial
Israel
$515K +$515K +2,001 New
FFM
582
Flagstone Financial Management
Nebraska
$514K +$514K +1,995 New
RIA
583
Regal Investment Advisors
Michigan
$509K -$108K -421 -18%
CT
584
Cambridge Trust
Massachusetts
$507K
BF
585
BOK Financial
Oklahoma
$505K +$20.3K +79 +4%
MAS
586
Meeder Advisory Services
Ohio
$505K +$505K +1,962 New
WAP
587
Wealthcare Advisory Partners
Pennsylvania
$503K +$109K +422 +28%
MIM
588
MTM Investment Management
South Carolina
$500K
VNA
589
Valley National Advisers
Pennsylvania
$498K -$2.8K -10 -0.6%
CGL
590
Clarius Group LLC
Washington
$498K +$19.6K +76 +4%
WT
591
Whittier Trust
California
$492K -$8.24K -32 -2%
MA
592
Mutual Advisors
Nebraska
$492K +$171K +664 +53%
HI
593
Horizon Investments
North Carolina
$492K +$193K +750 +65%
WCM
594
Washington Capital Management
Washington
$489K -$129K -500 -21%
MS
595
Madden Securities
Texas
$486K
PHIC
596
Pine Haven Investment Counsel
Massachusetts
$485K
AC
597
Addison Capital
Pennsylvania
$484K -$21.4K -83 -4%
TFS
598
TrustCore Financial Services
Tennessee
$478K -$6.7K -26 -1%
HPC
599
HM Payson & Co
Maine
$477K -$12.1K -47 -2%
FAM
600
Formidable Asset Management
Ohio
$475K