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Rockwell Automation

1,129 hedge funds and large institutions have $31.8B invested in Rockwell Automation in 2021 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 393 increasing their positions, 345 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,129
Holders Change
+101
Holders Change %
+9.82%
% of All Funds
17.44%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.32%
New
181
Increased
393
Reduced
345
Closed
65
Calls
$107M
Puts
$58.3M
Net Calls
+$48.5M
Net Calls Change
+$53.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PTP
826
Platform Technology Partners
New York
$324K +$9.43K +27 +3%
PWMAG
827
Pinnacle Wealth Management Advisory Group
New Jersey
$323K -$6.98K -20 -2%
KA
828
KLCM Advisors
Wisconsin
$323K
SIAG
829
Safeguard Investment Advisory Group
California
$323K +$1.05K +3 +0.3%
MWM
830
Mission Wealth Management
California
$321K +$6.64K +19 +2%
BCIM
831
Bishop & Co Investment Management
Pennsylvania
$320K
TCOV
832
Trust Company of Vermont
Vermont
$318K
AWM
833
Accurate Wealth Management
Florida
$318K +$36.9K +106 +13%
ESCM
834
Echo Street Capital Management
New York
$317K +$317K +910 New
HI
835
Horizon Investments
North Carolina
$316K +$41.4K +119 +15%
OR
836
Olympiad Research
Connecticut
$316K +$63.8K +183 +25%
DAS
837
Dynamic Advisor Solutions
Arizona
$314K -$136K -388 -30%
SWM
838
SeaCrest Wealth Management
New York
$314K +$6.62K +19 +2%
PAS
839
Professional Advisory Services
Florida
$312K
PMG
840
Private Management Group
California
$311K +$311K +891 New
SDWMA
841
Schneider Downs Wealth Management Advisors
Pennsylvania
$309K -$3.48K -10 -1%
HI
842
Hudock Inc
Pennsylvania
$307K -$3.14K -9 -1%
CNC
843
Citizens & Northern Corp
Pennsylvania
$307K
BAM
844
Blueshift Asset Management
New Jersey
$306K +$306K +876 New
CFA
845
CWS Financial Advisors
Michigan
$303K +$303K +868 New
FHB
846
First Hawaiian Bank
Hawaii
$300K -$127K -365 -30%
HCM
847
Howland Capital Management
Massachusetts
$297K -$349K -1,000 -54%
HI
848
Harbour Investments
Wisconsin
$297K -$215K -616 -42%
KFI
849
Key Financial Inc
Pennsylvania
$297K
VWM
850
Valley Wealth Managers
New Jersey
$296K -$34.8K -100 -11%