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Rockwell Automation

986 hedge funds and large institutions have $19.7B invested in Rockwell Automation in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 345 increasing their positions, 338 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
+18
Holders Change %
+1.86%
% of All Funds
17.05%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
106
Increased
345
Reduced
338
Closed
74
Calls
$120M
Puts
$116M
Net Calls
+$3.75M
Net Calls Change
-$6.17M
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
751
Capital Investment Advisory Services
North Carolina
$230K
JIC
752
Johnson Investment Counsel
Ohio
$230K +$646 +3 +0.3%
CPC
753
Consolidated Planning Corp
Georgia
$229K -$14.4K -67 -6%
CRWM
754
Castle Rock Wealth Management
California
$229K
KP
755
Keel Point
Alabama
$229K +$4.31K +20 +2%
CWM
756
Connecticut Wealth Management
Connecticut
$228K +$228K +1,059 New
CCA
757
Column Capital Advisors
Indiana
$227K
PA
758
Profund Advisors
Maryland
$226K +$3.44K +16 +2%
CWM
759
Centric Wealth Management
Illinois
$225K
P
760
Pitcairn
Pennsylvania
$225K +$5.16K +24 +2%
LOPW
761
Live Oak Private Wealth
North Carolina
$222K
PWPS
762
Pinnacle Wealth Planning Services
Ohio
$222K +$1.29K +6 +0.6%
BP
763
Ballentine Partners
Massachusetts
$222K +$222K +1,034 New
CI
764
Conning Inc
Connecticut
$221K -$60.5K -281 -21%
PCM
765
Parsons Capital Management
Rhode Island
$221K +$2.59K +12 +1%
SWA
766
SFMG Wealth Advisors
Texas
$220K +$220K +975 New
KFS
767
Kelly Financial Services
Massachusetts
$220K
FL
768
Fort LP
Maryland
$219K -$260K -1,209 -54%
GI
769
Gradient Investments
Minnesota
$218K +$6.03K +28 +3%
SWM
770
SeaCrest Wealth Management
New York
$218K +$7.3K +34 +3%
BPA
771
Beacon Pointe Advisors
California
$218K +$218K +1,000 New
BWFA
772
Baltimore-Washington Financial Advisors
Maryland
$218K +$218K +1,015 New
CAC
773
Certified Advisory Corp
Florida
$217K
RIM
774
Rockbridge Investment Management
New York
$217K
ECM
775
Estabrook Capital Management
New York
$215K