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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 %
FCT
601
First Community Trust
Iowa
$514K
MGP
602
Metis Global Partners
California
$514K +$231K +823 +81%
GCM
603
Gladius Capital Management
Illinois
$504K +$504K +1,799 New
KPWS
604
Kestra Private Wealth Services
Texas
$493K -$83.7K -299 -15%
PIN
605
Prudent Investors Network
California
$493K
MMM
606
Mendel Money Management
Illinois
$493K +$493K +1,760 New
TC
607
Telemus Capital
Michigan
$491K -$195K -696 -28%
CCM
608
Chilton Capital Management
Texas
$490K
CIA
609
Capital Investment Advisors
Georgia
$489K -$559 -2 -0.1%
BMC
610
Beaton Management Company
Massachusetts
$487K +$35K +125 +8%
Carson Wealth (CWM LLC)
611
Carson Wealth (CWM LLC)
Nebraska
$486K +$78.7K +281 +19%
BF
612
BOK Financial
Oklahoma
$485K -$10.9K -39 -2%
T
613
TCWP
Ohio
$481K -$8.96K -32 -2%
BL
614
Balentine LLC
Georgia
$481K +$304K +1,086 +172%
TWM
615
Triton Wealth Management
Arizona
$475K
CCC
616
Chelsea Counsel Company
California
$474K
WAP
617
Wealthcare Advisory Partners
Pennsylvania
$471K +$10.4K +37 +2%
SWA
618
Stratos Wealth Advisors
Ohio
$470K -$18.8K -67 -4%
FFA
619
Fragasso Financial Advisors
Pennsylvania
$470K
VAS
620
Vestmark Advisory Solutions
Massachusetts
$470K +$28.6K +102 +6%
WWG
621
West Wealth Group
California
$469K +$1.96K +7 +0.4%
RIA
622
Regal Investment Advisors
Michigan
$461K -$560K -1,997 -55%
CCA
623
Cobblestone Capital Advisors
New York
$461K
FAM
624
Fred Alger Management
New York
$449K
PMG
625
ProVise Management Group
Florida
$448K