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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 %
WI
651
Wintrust Investments
Illinois
$400K +$559 +2 +0.1%
FAG
652
Fortitude Advisory Group
Washington
$399K -$28.8K -103 -7%
CM
653
Castleark Management
Illinois
$398K
AG
654
AIA Group
Hong Kong
$397K +$116K +413 +41%
GVAG
655
Great Valley Advisor Group
Delaware
$395K +$133K +476 +51%
MC
656
Middleton & Co
Massachusetts
$392K
CAM
657
Costello Asset Management
Pennsylvania
$392K
ACP
658
Aviance Capital Partners
Florida
$391K
ET
659
Equitable Trust
Tennessee
$388K
FMLI
660
Fukoku Mutual Life Insurance
Japan
$386K
PA
661
Profund Advisors
Maryland
$385K -$77.6K -277 -17%
9WM
662
9258 Wealth Management
Ohio
$385K -$12.9K -46 -3%
WI
663
Wahed Invest
New York
$383K -$5.61K -20 -1%
STAS
664
Strong Tower Advisory Services
Minnesota
$382K -$14.8K -53 -4%
B
665
Bailard
California
$382K +$17.6K +63 +5%
XT
666
XTX Topco
Cayman Islands
$382K +$382K +1,365 New
AP
667
Adero Partners
California
$381K
BRWM
668
B. Riley Wealth Management
Tennessee
$379K +$30.8K +110 +9%
WWP
669
WR Wealth Planners
Missouri
$378K +$378K +1,351 New
Parallax Volatility Advisers
670
Parallax Volatility Advisers
California
$376K +$376K +1,341 New
SVWAG
671
Sound View Wealth Advisors Group
Georgia
$375K -$185K -659 -33%
SW
672
SVB Wealth
Massachusetts
$374K +$4.21K +15 +1%
ECM
673
Evergreen Capital Management
Washington
$374K +$32.4K +116 +10%
TMAM
674
Tokio Marine Asset Management
Japan
$374K +$47.1K +168 +14%
KWM
675
Kingsview Wealth Management
Oregon
$373K +$59.4K +212 +19%