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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 %
APWM
851
Argonautica Private Wealth Management
Massachusetts
$200K +$200K +777 New
HDIM
852
Hanson & Doremus Investment Management
Vermont
$193K -$12.1K -47 -6%
SIM
853
Sentry Investment Management
Wisconsin
$193K -$8.76K -34 -4%
NIMI
854
Natixis Investment Managers International
France
$193K
TFM
855
TFC Financial Management
Massachusetts
$192K
EWA
856
EverSource Wealth Advisors
Alabama
$186K -$116K -449 -38%
HBT
857
Hills Bank & Trust
Iowa
$185K
KFI
858
Key Financial Inc
Pennsylvania
$183K
PAI
859
Pittenger & Anderson Inc
Nebraska
$179K
T
860
TOBAM
France
$174K +$34K +132 +24%
RFA
861
Resurgent Financial Advisors
Georgia
$162K +$162K +628 New
Federated Hermes
862
Federated Hermes
Pennsylvania
$158K -$57.2K -222 -27%
PCM
863
Penserra Capital Management
California
$155K +$13K +51 +9%
CSPAM
864
Cary Street Partners Asset Management
Virginia
$155K
Dimensional Fund Advisors
865
Dimensional Fund Advisors
Texas
$154K +$1.52K +5,905 +1%
RBC
866
Romano Brothers & Co
Illinois
$148K +$148K +575 New
MFA
867
McClarren Financial Advisors
Pennsylvania
$140K +$515 +2 +0.4%
WTA
868
Washington Trust Advisors
Massachusetts
$138K
CSB
869
City State Bank
Iowa
$137K +$5.17K +20 +4%
CBC
870
Coombe, Bender & Co
New York
$137K +$137K +533 New
TF
871
Tompkins Financial
New York
$133K
BBHC
872
Brown Brothers Harriman & Co
New York
$133K -$44K -171 -25%
AWM
873
Accel Wealth Management
Iowa
$131K +$257 +1 +0.2%
HRC
874
Hoertkorn Richard Charles
$129K
CA
875
CoreCap Advisors
Michigan
$128K +$128K +498 New