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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 %
ADL
901
Asset Dedication LLC
California
$75K +$22.3K +85 +42%
CFGS
902
Concourse Financial Group Securities
Alabama
$68K -$773 -3 -1%
VCM
903
Versant Capital Management
Arizona
$68K
NECFA
904
New England Capital Financial Advisors
Connecticut
$67.6K +$67.6K +250 New
CASC
905
Coppell Advisory Solutions Corp
Texas
$67.2K +$67.2K +261 New
CAS
906
Coppell Advisory Solutions
Texas
$67.2K +$67.2K +261 New
GWS
907
Glassman Wealth Services
Virginia
$67K +$515 +2 +0.8%
BAM
908
Belpointe Asset Management
Nevada
$65.5K +$65.5K +254 New
PFBT
909
Parkside Financial Bank & Trust
Missouri
$65.2K +$29.1K +113 +81%
VWM
910
Valley Wealth Managers
New Jersey
$64.4K
BWM
911
BerganKDV Wealth Management
Minnesota
$64.1K +$51.5K +200 +408%
LWA
912
Lowe Wealth Advisors
Maryland
$63.9K
CBT
913
Central Bank & Trust
Kentucky
$63.9K
OC
914
Oakworth Capital
Alabama
$62.8K
MAM
915
Magellan Asset Management
Australia
$60.3K -$411K -1,597 -87%
CFO
916
CVA Family Office
Colorado
$59.2K -$10.3K -40 -15%
HIIFS
917
Harel Insurance Investments & Financial Services
Israel
$59K -$6.96K -27 -11%
HNWAG
918
High Net Worth Advisory Group
Florida
$55.9K +$258 +1 +0.5%
TF
919
TimeScale Financial
Massachusetts
$55.8K
LFA
920
Legend Financial Advisors
Pennsylvania
$55.4K
WBC
921
West Branch Capital
Massachusetts
$54.9K
CS
922
Comerica Securities
Michigan
$54.6K +$54.6K +212 New
GPI
923
General Partner Inc
Pennsylvania
$54.1K +$54.1K +210 New
HBW
924
Hazlett, Burt & Watson
West Virginia
$54K
ZB
925
Zions Bancorporation
Utah
$53.6K +$2.83K +11 +6%