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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 %
SCM
851
Salem Capital Management
Massachusetts
$211K
KBFS
852
Kohmann Bosshard Financial Services
Ohio
$211K
EBT
853
Enterprise Bank & Trust
Massachusetts
$210K -$190K -676 -47%
HL
854
HeadInvest LLC
Maine
$210K -$14K -50 -6%
AA
855
Argent Advisors
Louisiana
$210K
MCM
856
Maple Capital Management
Vermont
$210K
ZIMP
857
Zimmermann Investment Management & Planning
Pennsylvania
$209K +$842 +3 +0.4%
TW
858
TrinityPoint Wealth
Connecticut
$208K +$5.61K +20 +3%
WFI
859
West Family Investments
California
$207K -$23.8K -85 -10%
H
860
HoyleCohen
California
$207K -$6.99K -25 -3%
IAIM
861
International Assets Investment Management
Florida
$205K -$23.3K -83 -10%
BB
862
Bell Bank
North Dakota
$204K +$842 +3 +0.4%
BHBT
863
Burke & Herbert Bank & Trust
Virginia
$202K
Rafferty Asset Management
864
Rafferty Asset Management
New York
$201K -$129K -458 -39%
BCM
865
Brookstone Capital Management
Illinois
$201K -$3.19K -12 -2%
HBT
866
Hills Bank & Trust
Iowa
$201K
MSFS
867
Main Street Financial Solutions
Pennsylvania
$200K +$200K +715 New
PFA
868
Professional Financial Advisors
Nebraska
$196K
TIM
869
Tevis Investment Management
Texas
$195K
TWM
870
Tradition Wealth Management
Minnesota
$190K
AWM
871
Avior Wealth Management
Nebraska
$178K +$155K +553 +666%
QCG
872
Quadrant Capital Group
Ohio
$176K -$31.9K -114 -15%
MA
873
MCF Advisors
Kentucky
$176K +$176K +627 New
PI
874
PEAK6 Investments
Illinois
$170K +$170K +605 New
SWM
875
Spire Wealth Management
Virginia
$165K -$9.17M -32,726 -98%