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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 %
CCM
701
Coldstream Capital Management
Washington
$341K -$79.2K -283 -19%
TCPWM
702
Traverso Chambers Private Wealth Management
California
$340K
CGA
703
Crescent Grove Advisors
Illinois
$340K +$6.44K +23 +2%
QT
704
Quantamental Technologies
New York
$339K -$972K -3,466 -74%
APW
705
Aurora Private Wealth
New Jersey
$339K
CAN
706
Claraphi Advisory Network
United States
$336K -$2.52K -9 -0.7%
Lido Advisors
707
Lido Advisors
California
$335K -$662K -2,365 -66%
HH
708
Hilltop Holdings
Texas
$335K -$18.2K -65 -5%
MFG
709
Merit Financial Group
Georgia
$335K +$28.9K +103 +9%
GLA
710
Great Lakes Advisors
Illinois
$334K -$3.08K -11 -0.9%
GG
711
Gofen & Glossberg
Illinois
$333K +$280 +1 +0.1%
CFS
712
Cannon Financial Strategists
Georgia
$331K
CFFP
713
Center for Financial Planning
Michigan
$331K
CCT
714
Capital City Trust
Florida
$329K
BPA
715
Beacon Pointe Advisors
California
$328K +$94.2K +336 +40%
HWAM
716
Hennion & Walsh Asset Management
New Jersey
$323K -$6.99K -25 -2%
VAM
717
Verity Asset Management
North Carolina
$320K -$61.1K -218 -16%
BFS
718
Bradley Foster & Sargent
Connecticut
$318K +$318K +1,137 New
WB
719
West Bancorporation
Iowa
$317K -$69.4K -248 -18%
LW
720
Linscomb Wealth
Texas
$317K -$16.3K -58 -5%
BBHC
721
Brown Brothers Harriman & Co
New York
$317K +$195K +698 +160%
AAS
722
Annex Advisory Services
Wisconsin
$315K -$34.9K -125 -10%
FP
723
Foundry Partners
Minnesota
$314K
TAM
724
Tealwood Asset Management
Minnesota
$314K
ABC
725
Associated Banc-Corp
Wisconsin
$312K -$11.2K -40 -3%