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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 %
FMTC
801
Farmers & Merchants Trust Company
California
$252K -$28K -100 -10%
PAS
802
Professional Advisory Services
Florida
$251K
PMG
803
Private Management Group
California
$250K
FDCDDQ
804
Federation des caisses Desjardins du Quebec
Quebec, Canada
$250K -$680K -2,427 -73%
SDWMA
805
Schneider Downs Wealth Management Advisors
Pennsylvania
$248K
SS
806
Simplicity Solutions
Minnesota
$246K -$323K -1,151 -57%
CNC
807
Citizens & Northern Corp
Pennsylvania
$246K
HI
808
Hudock Inc
Pennsylvania
$246K +$279 +1 +0.1%
AFM
809
Andesa Financial Management
Pennsylvania
$245K -$67.5K -242 -22%
AWA
810
Aaron Wealth Advisors
Illinois
$244K +$244K +68,327 New
CFA
811
CWS Financial Advisors
Michigan
$243K -$280 -1 -0.1%
PPWM
812
Paragon Private Wealth Management
Kentucky
$241K
CWG
813
Cornerstone Wealth Group
North Carolina
$239K -$1.31M -4,698 -85%
HCM
814
Howland Capital Management
Massachusetts
$238K
VWM
815
Valley Wealth Managers
New Jersey
$238K
KFI
816
Key Financial Inc
Pennsylvania
$238K
NB
817
Nicolet Bankshares
Wisconsin
$238K +$19.6K +70 +9%
MWM
818
Merriman Wealth Management
Washington
$236K +$11.5K +41 +5%
OPS
819
Orion Portfolio Solutions
Nebraska
$235K -$227K -814 -49%
DAS
820
Dynamic Advisor Solutions
Arizona
$235K -$16.5K -59 -7%
FCM
821
Fourpath Capital Management
Oklahoma
$234K
Jones Financial Companies
822
Jones Financial Companies
Missouri
$233K -$60.8K -217 -21%
IIC
823
Ironwood Investment Counsel
Arizona
$233K
CA
824
Claro Advisors
Massachusetts
$233K
SIA
825
Schechter Investment Advisors
Michigan
$231K +$3.08K +11 +1%