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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 %
CWM
826
Connecticut Wealth Management
Connecticut
$227K
FG
827
Foster Group
Iowa
$225K -$559 -2 -0.2%
CTC
828
Central Trust Company
Missouri
$225K +$20.8K +74 +10%
Verition Fund Management
829
Verition Fund Management
Connecticut
$225K +$225K +803 New
PTC
830
Philadelphia Trust Company
Pennsylvania
$224K -$121K -432 -35%
WTFG
831
Wells Trecaso Financial Group
Ohio
$224K
BAM
832
Bruderman Asset Management
New York
$224K
ACM
833
Advance Capital Management
Michigan
$224K
OKSA
834
O'Keefe Stevens Advisory
New York
$224K
JCM
835
Jacobi Capital Management
Pennsylvania
$224K +$8.4K +30 +4%
TFM
836
TFC Financial Management
Massachusetts
$224K +$31.7K +113 +16%
VNA
837
Valley National Advisers
Pennsylvania
$224K +$113K +403 +101%
1W
838
1776 Wealth
Georgia
$223K -$59.2K -212 -21%
HDIM
839
Hanson & Doremus Investment Management
Vermont
$223K +$9.81K +35 +5%
PFS
840
Prospera Financial Services
Texas
$223K +$223K +794 New
AIM
841
Aigen Investment Management
New York
$222K -$659K -2,354 -75%
PWPS
842
Pinnacle Wealth Planning Services
Ohio
$221K +$221K +788 New
FHB
843
First Hawaiian Bank
Hawaii
$219K -$22.4K -80 -9%
NB
844
NBT Bank
New York
$218K
MW
845
Marcum Wealth
Ohio
$217K -$57.9K -207 -21%
SS
846
Sunbelt Securities
Texas
$217K +$4.76K +17 +2%
PCMC
847
Paragon Capital Management (Colorado)
Colorado
$216K
LIA
848
LS Investment Advisors
Michigan
$213K
GA
849
Geller Advisors
New York
$213K +$26.3K +94 +14%
SCM
850
Shelton Capital Management
Colorado
$212K