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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 %
TFS
626
TrustCore Financial Services
Tennessee
$656K -$12.2K -35 -2%
CT
627
Cambridge Trust
Massachusetts
$652K +$122K +350 +23%
SA
628
Sicart Associates
New York
$650K -$43.3K -125 -6%
HPC
629
HM Payson & Co
Maine
$650K -$34.9K -100 -5%
FAM
630
Formidable Asset Management
Ohio
$643K -$77.3K -225 -11%
FCT
631
First Community Trust
Iowa
$640K +$640K +1,836 New
EFL
632
ERn Financial LLC
Wisconsin
$636K
TCA
633
Transcend Capital Advisors
New Jersey
$632K +$632K +1,812 New
NL
634
Navalign LLC
California
$629K +$629K +1,803 New
BF
635
BOK Financial
Oklahoma
$617K -$48.5K -139 -7%
PIN
636
Prudent Investors Network
California
$614K
Fiera Capital (Canada)
637
Fiera Capital (Canada)
Quebec, Canada
$612K +$69.1K +198 +13%
CCM
638
Chilton Capital Management
Texas
$610K
CIA
639
Capital Investment Advisors
Georgia
$610K +$349 +1 +0.1%
T
640
TCWP
Ohio
$610K +$610K +1,750 New
SWP
641
Stratos Wealth Partners
Ohio
$609K -$19.5K -56 -3%
SWA
642
Stratos Wealth Advisors
Ohio
$608K -$8.02K -23 -1%
Twin Tree Management
643
Twin Tree Management
Texas
$608K +$608K +1,742 New
CCT
644
Chemung Canal Trust
New York
$596K -$78.6K -225 -12%
CCC
645
Chelsea Counsel Company
California
$590K
FFA
646
Fragasso Financial Advisors
Pennsylvania
$586K -$113K -325 -16%
EWA
647
EP Wealth Advisors
California
$586K +$7.68K +22 +1%
WWG
648
West Wealth Group
California
$582K +$582K +1,668 New
CCI
649
Credit Capital Investments
New Jersey
$580K +$580K +1,662 New
OPS
650
Orion Portfolio Solutions
Nebraska
$577K +$577K +1,655 New