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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 %
MHIC
601
Marble Harbor Investment Counsel
Massachusetts
$701K
GC
602
Grimes & Company
Massachusetts
$700K
EF
603
Empirical Finance
Pennsylvania
$699K +$185K +530 +36%
PDN
604
Pensionfund DSM Netherlands
Netherlands
$698K
RHBC
605
R.H. Bluestein & Co
Michigan
$698K
SVWAG
606
Sound View Wealth Advisors Group
Georgia
$697K +$39.4K +113 +6%
CCG
607
Chatham Capital Group
Georgia
$696K
CW
608
CreativeOne Wealth
Kansas
$696K +$244K +700 +54%
BHWM
609
Bar Harbor Wealth Management
New Hampshire
$695K -$8.72K -25 -1%
MIM
610
MTM Investment Management
South Carolina
$690K
FTDI
611
First Trust Direct Indexing
Massachusetts
$690K +$143K +409 +26%
CT
612
Chicago Trust
Illinois
$689K
FIA
613
Foundations Investment Advisors
Arizona
$683K +$683K +2,038 New
IA
614
IndexIQ Advisors
New York
$677K -$24.4K -70 -3%
IRF
615
IBM Retirement Fund
New York
$675K -$472K -1,352 -41%
AC
616
Addison Capital
Pennsylvania
$675K
FWP
617
FAS Wealth Partners
Kansas
$673K +$306K +877 +83%
IC
618
Inscription Capital
Texas
$668K
SCA
619
Stonebridge Capital Advisors
Minnesota
$666K +$2.44K +7 +0.4%
QIM
620
Quantitative Investment Management
Virginia
$665K -$3.47M -9,955 -84%
CIA
621
Choate Investment Advisors
Massachusetts
$665K
FPS
622
Fieldpoint Private Securities
Connecticut
$664K +$200K +574 +43%
LWM
623
Loveless Wealth Management
Montana
$663K -$34.9K -100 -5%
EIG
624
Ellenbecker Investment Group
Wisconsin
$660K -$53.7K -154 -8%
PHIC
625
Pine Haven Investment Counsel
Massachusetts
$657K +$657K +1,883 New