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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 %
SCI
776
S&CO Inc
Massachusetts
$215K +$215K +1,000 New
AA
777
Argent Advisors
Louisiana
$215K +$215K +1,000 New
IIM
778
Ipswich Investment Management
Massachusetts
$215K +$215K +1,000 New
WSC
779
Wellington Shields & Co
New York
$215K +$215K +1,000 New
CSA
780
Cottage Street Advisors
Massachusetts
$215K +$215K +1,000 New
BFS
781
Bradley Foster & Sargent
Connecticut
$212K -$32.2K -150 -13%
TIA
782
Tiemann Investment Advisors
California
$212K
FNBT
783
FineMark National Bank & Trust
Florida
$211K -$22K -102 -9%
T
784
TRUADVICE
Florida
$211K +$211K +827 New
PWW
785
Pettyjohn Wood & White
Virginia
$211K +$211K +982 New
KIG
786
Kowal Investment Group
Wisconsin
$210K -$110K -510 -34%
SAM
787
Summit Asset Management
Tennessee
$210K +$210K +977 New
CC
788
Cipher Capital
New York
$208K +$208K +969 New
MS
789
Marshall & Sullivan
Washington
$204K
PP
790
Pegasus Partners
Wisconsin
$204K +$204K +950 New
BTWM
791
Baker Tilly Wealth Management
Wisconsin
$203K +$203K +945 New
BC
792
Bowman & Company
Wisconsin
$203K +$203K +946 New
SIAG
793
Safeguard Investment Advisory Group
California
$202K +$1.94K +9 +1%
CWS
794
Confluence Wealth Services
Pennsylvania
$201K -$736K -3,440 -79%
MCM
795
Maple Capital Management
Vermont
$201K +$201K +750 New
SMG
796
Smart Money Group
Texas
$201K +$201K +934 New
AssetMark Inc
797
AssetMark Inc
California
$198K -$2.15K -10 -1%
TCOV
798
Trust Company of Vermont
Vermont
$196K
SWM
799
Selective Wealth Management
Virginia
$191K -$234K -1,086 -55%
FF
800
FourThought Financial
Florida
$190K -$2.8K -13 -1%