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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 %
BIA
951
Bell Investment Advisors
California
$33K +$2.58K +10 +8%
BWA
952
BDO Wealth Advisors
Florida
$32.7K -$9.27K -36 -22%
First Manhattan
953
First Manhattan
New York
$32.2K +$19.3K +75 +150%
DAM
954
Delta Asset Management
Tennessee
$32.2K +$32.2K +125 New
PFA
955
Pathway Financial Advisers
Indiana
$31.5K +$31.5K +122 New
SSG
956
Summit Securities Group
New York
$30K +$30K +117 New
FP
957
Financial Perspectives
Minnesota
$28.8K
MWM
958
MinichMacGregor Wealth Management
New York
$27.3K +$27.3K +106 New
KC
959
Knuff & Co
California
$25.8K
LWP
960
Lumature Wealth Partners
Georgia
$25.8K
PFP
961
Pinnacle Financial Partners
Tennessee
$25.8K
NHT
962
New Hampshire Trust
New Hampshire
$25.8K +$25.8K +100 New
WWM
963
Wolff Wiese Magana
California
$23.4K +$1.29K +5 +6%
EIM
964
Essex Investment Management
Massachusetts
$23K +$2.56K +10 +13%
DJSG
965
D.J. St. Germain
Massachusetts
$22.9K +$22.9K +89 New
HWM
966
HighMark Wealth Management
Minnesota
$21.9K +$21.9K +85 New
FHA
967
First Horizon Advisors
Tennessee
$20.6K +$6.44K +25 +45%
SWM
968
Sugarloaf Wealth Management
Georgia
$19.5K
MCM
969
MV Capital Management
Maryland
$18.5K -$258 -1 -1%
WPA
970
West Paces Advisors
Georgia
$18.5K
NMG
971
New Millennium Group
Utah
$18.3K
CDIA
972
Capital Directions Investment Advisors
Georgia
$18K +$18K +70 New
TWC
973
TD Waterhouse Canada
Ontario, Canada
$17.2K
AA
974
Ancora Advisors
Ohio
$17K +$531 +2 +3%
CAL
975
Capital Advisors Ltd
Ohio
$17K +$3.3K +13 +24%