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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 %
HCM
626
Hengehold Capital Management
Ohio
$448K
MAM
627
Magellan Asset Management
Australia
$446K +$135K +484 +44%
VFA
628
Valeo Financial Advisors
Indiana
$446K +$185K +660 +71%
SP
629
Symmetry Partners
Connecticut
$445K
NSIM
630
North Star Investment Management
Illinois
$440K -$1.26M -4,500 -74%
EWM
631
Evermay Wealth Management
Virginia
$440K -$11.7K -42 -3%
CG
632
Caprock Group
Idaho
$439K +$13.7K +49 +3%
SFI
633
Siemens Fonds Invest
Germany
$435K
DMBA
634
Deseret Mutual Benefit Administrators
Utah
$432K -$180K -643 -29%
PP
635
Patron Partners
Texas
$430K
BWM
636
Baystate Wealth Management
Massachusetts
$429K
AG
637
Ascent Group
Virginia
$428K +$63.1K +225 +17%
BHWM
638
Bar Harbor Wealth Management
New Hampshire
$427K -$131K -467 -23%
AIP
639
Ameritas Investment Partners
Nebraska
$426K
CCT
640
Chemung Canal Trust
New York
$424K -$53.1K -190 -11%
SF
641
Symphony Financial
Texas
$424K +$153K +565 +57%
NL
642
Navalign LLC
California
$423K -$39.8K -155 -9%
EWM
643
Evercore Wealth Management
New York
$423K
MA
644
Montag & Associates
Georgia
$422K
RHBC
645
R.H. Bluestein & Co
Michigan
$420K -$140K -500 -25%
CCG
646
Ceeto Capital Group
Florida
$420K
KIG
647
Kowal Investment Group
Wisconsin
$413K +$5.6K +20 +1%
HAIM
648
Hunter Associates Investment Management
Pennsylvania
$406K -$42K -150 -9%
UCFA
649
United Capital Financial Advisors
Texas
$405K +$11.8K +42 +3%
FCH
650
Freestone Capital Holdings
Washington
$400K -$22.7K -81 -5%