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Rockwell Automation

968 hedge funds and large institutions have $18.4B invested in Rockwell Automation in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 373 increasing their positions, 332 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
968
Holders Change
-78
Holders Change %
-7.46%
% of All Funds
16.37%
Holding in Top 10
3
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-72.73%
% of All Funds
0.05%
New
96
Increased
373
Reduced
332
Closed
157
Calls
$99.1M
Puts
$89.2M
Net Calls
+$9.93M
Net Calls Change
-$38.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
826
Clearstead Advisors
Ohio
$72K +$7.4K +37 +11%
KFP
827
KB Financial Partners
New Jersey
$69K +$20.5K +103 +42%
C
828
Covestor
United Kingdom
$69K +$27K +136 +64%
Pacer Advisors
829
Pacer Advisors
Pennsylvania
$67K -$1.35M -6,759 -95%
HC
830
Hoese & Co
Minnesota
$65K
BCMLT
831
Beacon Capital Management LLC (Tennessee)
Tennessee
$64K
1IA
832
1834 Investment Advisors
Wisconsin
$64K
EI
833
Ellevest Inc
New York
$62K -$12K -60 -16%
TWA
834
TCI Wealth Advisors
Arizona
$58K -$5.58K -28 -9%
AS
835
Altshuler Shaham
Israel
$54K -$28.4K -143 -34%
SWM
836
Spire Wealth Management
Virginia
$52K -$64.5K -326 -55%
NR
837
Newfound Research
Massachusetts
$52K -$30.4K -153 -37%
VCM
838
Versant Capital Management
Arizona
$52K -$598 -3 -1%
HIIFS
839
Harel Insurance Investments & Financial Services
Israel
$51K
VWM
840
Valley Wealth Managers
New Jersey
$50K -$120K -600 -71%
CBT
841
Central Bank & Trust
Kentucky
$49K -$170K -860 -78%
OC
842
Oakworth Capital
Alabama
$49K -$11.2K -56 -19%
LWA
843
Lowe Wealth Advisors
Maryland
$49K
CFGS
844
Concourse Financial Group Securities
Alabama
$49K +$2.61K +13 +6%
SSG
845
Summit Securities Group
New York
$48K +$38.7K +196 +417%
LCM
846
Logan Capital Management
Pennsylvania
$47K
GWS
847
Glassman Wealth Services
Virginia
$45K -$2.17K -11 -5%
HNWAG
848
High Net Worth Advisory Group
Florida
$43K -$32.4K -162 -43%
HBW
849
Hazlett, Burt & Watson
West Virginia
$42K
WBC
850
West Branch Capital
Massachusetts
$42K