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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 %
CFA
826
CWS Financial Advisors
Michigan
$218K +$218K +820 New
TWM
827
Tradition Wealth Management
Minnesota
$217K +$1.03K +4 +0.5%
FCM
828
Fourpath Capital Management
Oklahoma
$216K +$216K +837 New
IIC
829
Ironwood Investment Counsel
Arizona
$215K +$215K +834 New
FG
830
Foster Group
Iowa
$214K +$214K +830 New
AWM
831
Avior Wealth Management
Nebraska
$213K +$49.2K +191 +30%
LP
832
LMR Partners
United Kingdom
$212K +$212K +822 New
CTC
833
Central Trust Company
Missouri
$210K +$3.61K +14 +2%
PMEF
834
Point72 Middle East FZE
United Arab Emirates
$210K +$210K +815 New
CL
835
Choreo LLC
Illinois
$208K +$208K +795 New
QPWM
836
Quadrant Private Wealth Management
Pennsylvania
$208K +$208K +807 New
MWM
837
Merriman Wealth Management
Washington
$207K +$207K +802 New
CNC
838
Citizens & Northern Corp
Pennsylvania
$206K +$206K +800 New
Marshall Wace
839
Marshall Wace
United Kingdom
$206K +$206K +800 New
ACM
840
Advance Capital Management
Michigan
$206K +$206K +800 New
JCM
841
Jacobi Capital Management
Pennsylvania
$206K +$206K +800 New
FMTC
842
Farmers & Merchants Trust Company
California
$206K +$206K +800 New
WTFG
843
Wells Trecaso Financial Group
Ohio
$206K +$206K +800 New
OKSA
844
O'Keefe Stevens Advisory
New York
$206K +$206K +800 New
SIA
845
Schechter Investment Advisors
Michigan
$206K +$206K +800 New
CCIA
846
Campbell & Co Investment Adviser
Maryland
$206K -$634K -2,460 -75%
NB
847
Nicolet Bankshares
Wisconsin
$204K +$204K +792 New
H
848
HoyleCohen
California
$203K +$203K +790 New
BB
849
Bell Bank
North Dakota
$203K +$203K +787 New
NB
850
NBT Bank
New York
$201K +$201K +780 New