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Rockwell Automation

1,052 hedge funds and large institutions have $23.3B invested in Rockwell Automation in 2022 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 357 increasing their positions, 321 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+66
Holders Change %
+6.69%
% of All Funds
16.97%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
151
Increased
357
Reduced
321
Closed
68
Calls
$160M
Puts
$130M
Net Calls
+$30.1M
Net Calls Change
+$26.3M
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
776
RW Investment Management
Idaho
$258K +$258K +1,000 New
FWM
777
FMB Wealth Management
California
$258K +$258K +1,000 New
SCI
778
S&CO Inc
Massachusetts
$257K
VAM
779
Verity Asset Management
North Carolina
$257K -$74.4K -289 -22%
TIA
780
Tiemann Investment Advisors
California
$254K
BFS
781
Bradley Foster & Sargent
Connecticut
$254K
WWP
782
WR Wealth Planners
Missouri
$254K -$69.8K -271 -22%
GI
783
Gradient Investments
Minnesota
$253K -$7.21K -28 -3%
PWW
784
Pettyjohn Wood & White
Virginia
$253K
MA
785
MCF Advisors
Kentucky
$253K +$27.8K +108 +12%
KIG
786
Kowal Investment Group
Wisconsin
$253K +$773 +3 +0.3%
KA
787
KLCM Advisors
Wisconsin
$253K +$253K +981 New
HI
788
Harbour Investments
Wisconsin
$252K +$29.6K +115 +13%
SWA
789
SFMG Wealth Advisors
Texas
$250K -$1.29K -5 -0.5%
DAS
790
Dynamic Advisor Solutions
Arizona
$248K +$248K +963 New
MCC
791
Money Concepts Capital
Florida
$247K +$203K +788 +464%
HL
792
HeadInvest LLC
Maine
$246K +$246K +955 New
HH
793
Hilltop Holdings
Texas
$245K +$245K +951 New
MS
794
Marshall & Sullivan
Washington
$245K
PP
795
Pegasus Partners
Wisconsin
$245K
BC
796
Bowman & Company
Wisconsin
$244K
SIAG
797
Safeguard Investment Advisory Group
California
$243K +$1.03K +4 +0.4%
EFL
798
ERn Financial LLC
Wisconsin
$242K +$242K +941 New
SMG
799
Smart Money Group
Texas
$242K +$1.03K +4 +0.4%
CWS
800
Confluence Wealth Services
Pennsylvania
$242K