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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 %
BW
801
Bison Wealth
Georgia
$238K +$238K +855 New
PWM
802
Perigon Wealth Management
California
$238K +$238K +923 New
BCIM
803
Bishop & Co Investment Management
Pennsylvania
$236K +$236K +918 New
PCA
804
Personal Capital Advisors
California
$235K -$103K -398 -30%
IIC
805
Integrated Investment Consultants
Michigan
$235K +$235K +914 New
TCOV
806
Trust Company of Vermont
Vermont
$235K
AF
807
Advisornet Financial
Minnesota
$234K +$53K +206 +29%
BCM
808
Brookstone Capital Management
Illinois
$234K +$234K +874 New
PMG
809
Private Management Group
California
$234K +$234K +907 New
T
810
TRUADVICE
Florida
$233K
QCG
811
Quadrant Capital Group
Ohio
$232K +$26.5K +103 +13%
HI
812
Hudock Inc
Pennsylvania
$232K +$4.12K +16 +2%
Los Angeles Capital Management
813
Los Angeles Capital Management
California
$232K +$232K +900 New
LFAS
814
Level Four Advisory Services
Texas
$232K +$232K +900 New
PAS
815
Professional Advisory Services
Florida
$231K +$231K +895 New
CA
816
Clearstead Advisors
Ohio
$230K +$178K +691 +344%
NL
817
NWAM LLC
Washington
$229K +$229K +891 New
OPS
818
Orion Portfolio Solutions
Nebraska
$229K +$229K +888 New
FFP
819
FourThought Financial Partners
Florida
$227K +$227K +881 New
GLA
820
Great Lakes Advisors
Illinois
$224K +$224K +870 New
CWG
821
Cornerstone Wealth Group
North Carolina
$223K +$223K +866 New
FBFS
822
First Business Financial Services
Wisconsin
$223K +$223K +867 New
TSS
823
Two Sigma Securities
New York
$220K +$220K +856 New
PTC
824
Philadelphia Trust Company
Pennsylvania
$219K +$219K +850 New
HCM
825
Howland Capital Management
Massachusetts
$219K +$219K +850 New