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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 %
BP
726
Ballentine Partners
Massachusetts
$312K -$9.52K -34 -3%
UBV
727
United Bank (Virginia)
Virginia
$312K
MWM
728
Modera Wealth Management
New Jersey
$311K -$277K -990 -47%
CBT
729
Central Bank & Trust
Kentucky
$310K +$310K +1,108 New
ST
730
Smithfield Trust
Pennsylvania
$308K -$112K -401 -27%
EDRH
731
Edmond de Rothschild Holding
Switzerland
$308K +$173K +617 +128%
MAP
732
Milestone Advisory Partners
North Carolina
$308K +$308K +1,100 New
PA
733
Parallel Advisors
California
$304K -$43.2K -154 -12%
AWM
734
Accurate Wealth Management
Florida
$303K +$47.6K +170 +19%
FFS
735
Founders Financial Securities
Maryland
$302K +$22.4K +80 +8%
SFCL
736
Strengthening Families & Communities LLC
Massachusetts
$302K +$44.5K +159 +17%
ARMT
737
Amica Retiree Medical Trust
Rhode Island
$302K +$302K +1,077 New
EWA
738
EP Wealth Advisors
California
$301K -$169K -603 -36%
VCP
739
Verus Capital Partners
Arizona
$301K +$301K +1,320 New
Cerity Partners
740
Cerity Partners
New York
$300K -$74.4K -266 -20%
WSTAM
741
Wilbanks Smith & Thomas Asset Management
Virginia
$300K +$71.6K +335 +31%
CIAS
742
Capital Investment Advisory Services
North Carolina
$299K
AF
743
Advisornet Financial
Minnesota
$298K -$111K -396 -27%
CCA
744
Column Capital Advisors
Indiana
$296K
CAI
745
Capital Advisors Inc
Oklahoma
$296K
RWA
746
Ropes Wealth Advisors
Massachusetts
$294K -$16.5K -59 -5%
NL
747
NWAM LLC
Washington
$294K +$122K +435 +71%
CWM
748
Centric Wealth Management
Illinois
$293K
WWM
749
WJ Wealth Management
Arizona
$293K
FNBT
750
FineMark National Bank & Trust
Florida
$291K +$16.2K +58 +6%