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Rockwell Automation

968 hedge funds and large institutions have $18.4B invested in Rockwell Automation in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 373 increasing their positions, 332 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
968
Holders Change
-78
Holders Change %
-7.46%
% of All Funds
16.37%
Holding in Top 10
3
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-72.73%
% of All Funds
0.05%
New
96
Increased
373
Reduced
332
Closed
157
Calls
$99.1M
Puts
$89.2M
Net Calls
+$9.93M
Net Calls Change
-$38.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FCA
751
FinTrust Capital Advisors
South Carolina
$211K +$221 +1 +0.1%
KWM
752
Kingsview Wealth Management
Oregon
$210K -$56.3K -282 -21%
RWA
753
Ropes Wealth Advisors
Massachusetts
$209K
AWM
754
Accurate Wealth Management
Florida
$208K -$7.77K -39 -4%
CWM
755
Centric Wealth Management
Illinois
$208K
PWMAG
756
Pinnacle Wealth Management Advisory Group
New Jersey
$208K +$23.7K +119 +13%
PA
757
Profund Advisors
Maryland
$206K -$67.7K -340 -25%
LOPW
758
Live Oak Private Wealth
North Carolina
$206K +$5.19K +26 +3%
CRWM
759
Castle Rock Wealth Management
California
$206K +$206K +1,015 New
PWPS
760
Pinnacle Wealth Planning Services
Ohio
$205K +$47.7K +239 +30%
SB
761
Simmons Bank
Arkansas
$204K -$51.1K -257 -20%
P
762
Pitcairn
Pennsylvania
$204K -$2K -10 -1%
KFS
763
Kelly Financial Services
Massachusetts
$203K
PCM
764
Parsons Capital Management
Rhode Island
$202K
APP
765
Alpha Paradigm Partners
Illinois
$202K
CAC
766
Certified Advisory Corp
Florida
$201K
RIM
767
Rockbridge Investment Management
New York
$201K
AI
768
Atom Investors
Texas
$200K +$200K +1,004 New
ECM
769
Estabrook Capital Management
New York
$199K
TIA
770
Tiemann Investment Advisors
California
$197K
EDRH
771
Edmond de Rothschild Holding
Switzerland
$196K -$23.1K -116 -11%
GI
772
Gradient Investments
Minnesota
$196K -$5.18K -26 -3%
SWM
773
SeaCrest Wealth Management
New York
$196K +$6.99K +35 +4%
BTI
774
Blue Trust Inc
Georgia
$195K +$195K +697 New
RE
775
RBC Europe
United Kingdom
$189K