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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 %
BW
776
Bison Wealth
Georgia
$272K
FF
777
FourThought Financial
Florida
$268K -$33.6K -120 -11%
KA
778
Keene & Associates
Texas
$267K -$124K -444 -32%
FCA
779
FinTrust Capital Advisors
South Carolina
$267K +$280 +1 +0.1%
SLG
780
Stanley-Laman Group
Pennsylvania
$267K +$267K +953 New
MS
781
Marshall & Sullivan
Washington
$266K
PP
782
Pegasus Partners
Wisconsin
$266K +$266K +950 New
RE
783
RBC Europe
United Kingdom
$265K -$17.6K -63 -6%
SMG
784
Smart Money Group
Texas
$265K -$4.48K -16 -2%
BC
785
Bowman & Company
Wisconsin
$265K
PAI
786
Pittenger & Anderson Inc
Nebraska
$265K
SWM
787
SeaCrest Wealth Management
New York
$265K +$12.6K +45 +5%
LFAS
788
Level Four Advisory Services
Texas
$265K +$265K +947 New
SIM
789
Sentry Investment Management
Wisconsin
$262K -$814K -2,907 -76%
LS
790
Livforsakringsbolaget Skandia
Sweden
$262K
BG
791
Bahl & Gaynor
Ohio
$261K +$24.4K +87 +10%
KA
792
KLCM Advisors
Wisconsin
$260K
SIAG
793
Safeguard Investment Advisory Group
California
$260K +$1.12K +4 +0.4%
PWMAG
794
Pinnacle Wealth Management Advisory Group
New Jersey
$259K
OR
795
Olympiad Research
Connecticut
$259K +$5.31K +19 +2%
WP
796
WealthSource Partners
California
$259K +$259K +925 New
EFL
797
ERn Financial LLC
Wisconsin
$258K -$253K -902 -49%
MWM
798
Mission Wealth Management
California
$257K -$842 -3 -0.3%
BCIM
799
Bishop & Co Investment Management
Pennsylvania
$257K
TCOV
800
Trust Company of Vermont
Vermont
$255K