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Rockwell Automation

986 hedge funds and large institutions have $19.7B invested in Rockwell Automation in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 345 increasing their positions, 338 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
+18
Holders Change %
+1.86%
% of All Funds
17.05%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
106
Increased
345
Reduced
338
Closed
74
Calls
$120M
Puts
$116M
Net Calls
+$3.75M
Net Calls Change
-$6.17M
Name Holding Trade Value Shares
Change
Shares
Change %
OR
626
Olympiad Research
Connecticut
$366K +$366K +1,702 New
WWG
627
West Wealth Group
California
$363K +$1.5K +7 +0.4%
FFA
628
Fragasso Financial Advisors
Pennsylvania
$361K
SWA
629
Stratos Wealth Advisors
Ohio
$361K +$215 +1 +0.1%
KWM
630
Kingsview Wealth Management
Oregon
$357K +$131K +607 +58%
NL
631
Navalign LLC
California
$355K
SVWAG
632
Sound View Wealth Advisors Group
Georgia
$352K -$34.4K -160 -9%
EWM
633
Evercore Wealth Management
New York
$351K
OPPTF
634
OPSEU Pension Plan Trust Fund
Ontario, Canada
$349K +$2.26K +10 +0.7%
BWM
635
Baystate Wealth Management
Massachusetts
$349K +$17K +79 +5%
AG
636
Ascent Group
Virginia
$347K +$6.9K +27 +2%
FFN
637
Focus Financial Network
Minnesota
$346K +$79.4K +369 +30%
FAM
638
Fred Alger Management
New York
$345K
FCBT
639
First Citizens Bank & Trust
North Carolina
$344K -$15.9K -74 -4%
PMG
640
ProVise Management Group
Florida
$344K
SP
641
Symmetry Partners
Connecticut
$342K
CAAS
642
Capital Asset Advisory Services
Michigan
$341K -$59.4K -276 -15%
CCA
643
Cadent Capital Advisors
Oklahoma
$341K +$341K +1,584 New
BL
644
Balentine LLC
Georgia
$340K +$62K +288 +22%
AIA
645
Avalon Investment & Advisory
Texas
$339K -$90.9K -422 -21%
CCT
646
Capital City Trust
Florida
$339K
NSIM
647
North Star Investment Management
Illinois
$338K
ECM
648
Evergreen Capital Management
Washington
$338K +$70.3K +327 +26%
HCM
649
Hengehold Capital Management
Ohio
$334K -$10.3K -48 -3%
PRS
650
Pinkerton Retirement Specialists
Idaho
$332K +$332K +1,544 New