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Rockwell Automation

1,052 hedge funds and large institutions have $23.3B invested in Rockwell Automation in 2022 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 357 increasing their positions, 321 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+66
Holders Change %
+6.69%
% of All Funds
16.97%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
151
Increased
357
Reduced
321
Closed
68
Calls
$160M
Puts
$130M
Net Calls
+$30.1M
Net Calls Change
+$26.3M
Name Holding Trade Value Shares
Change
Shares
Change %
NO
701
Ninety One
South Africa
$321K
WP
702
WealthSource Partners
California
$316K -$258 -1 -0.1%
SAM
703
Steinberg Asset Management
New York
$315K
TCPWM
704
Traverso Chambers Private Wealth Management
California
$312K
AWP
705
Ascent Wealth Partners
New York
$311K -$59.2K -230 -16%
CT
706
Chicago Trust
Illinois
$311K
CDH
707
Charles D. Hyman
$310K
RWM
708
Ritholtz Wealth Management
New York
$309K -$394K -1,530 -56%
CAI
709
Capital Advisors Inc
Oklahoma
$308K
FPCP
710
Fort Point Capital Partners
California
$307K
RC
711
Rovin Capital
Arizona
$306K +$515 +2 +0.2%
PAA
712
Peregrine Asset Advisers
Oregon
$306K -$3.92M -15,201 -93%
GVAG
713
Great Valley Advisor Group
Delaware
$305K +$515 +2 +0.2%
RWA
714
Ropes Wealth Advisors
Massachusetts
$305K +$18.8K +73 +7%
CFFP
715
Center for Financial Planning
Michigan
$304K
FCT
716
First Community Trust
Iowa
$303K -$169K -658 -36%
GWWM
717
Great Waters Wealth Management
Minnesota
$301K +$301K +1,081 New
BIAS
718
Beacon Investment Advisory Services
New Jersey
$300K -$2.88M -11,170 -91%
VFA
719
Valeo Financial Advisors
Indiana
$299K +$299K +1,161 New
CQS
720
Credential Qtrade Securities
$299K -$10K -39 -3%
FMLI
721
Fukoku Mutual Life Insurance
Japan
$297K
RCAG
722
Rehmann Capital Advisory Group
Michigan
$296K +$18.5K +72 +7%
LW
723
Linscomb Wealth
Texas
$294K +$16K +62 +6%
CFS
724
Cannon Financial Strategists
Georgia
$294K -$5.41K -21 -2%
PAM
725
PVG Asset Management
Colorado
$292K +$292K +1,134 New