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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 %
MCM
1001
MV Capital Management
Maryland
$10K -$1.43K -5 -13%
CA
1002
Crewe Advisors
Utah
$10K
CB
1003
CNB Bank
Pennsylvania
$10K
BAM
1004
Bellevue Asset Management
Washington
$10K
JWM
1005
Janiczek Wealth Management
Colorado
$9K +$9K +32 New
PFGIA
1006
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$8.29K -29 -51%
ETC
1007
Exchange Traded Concepts
Oklahoma
$7K -$89.3K -319 -93%
HIA
1008
Harbor Investment Advisory
Maryland
$7K -$18.8K -67 -73%
FMP
1009
Financial Management Professionals
Texas
$7K -$280 -1 -4%
MAWCM
1010
Mine & Arao Wealth Creation & Management
California
$7K
ARIS
1011
Advanced Research Investment Solutions
California
$7K +$7K +25 New
SC
1012
Stephens Consulting
Michigan
$6.16K
SCA
1013
Sandy Cove Advisors
Massachusetts
$6K
Optiver Holding
1014
Optiver Holding
Netherlands
$5K -$35.8K -129 -88%
WOC
1015
West Oak Capital
California
$5K
FWM
1016
Focused Wealth Management
New York
$5K
PCG
1017
Private Capital Group
Connecticut
$5K
CI
1018
Cordant Inc
Oregon
$5K +$5K +19 New
SIC
1019
SJS Investment Consulting
Ohio
$4K +$2.91K +8 +267%
IRC
1020
Investors Research Corp
Georgia
$4K +$4K +15 New
NFSG
1021
Newbridge Financial Services Group
Florida
$3K -$9K -33 -75%
SWA
1022
SOA Wealth Advisors
New York
$3K
AP
1023
Atwood & Palmer
Missouri
$3K
Loomis, Sayles & Company
1024
Loomis, Sayles & Company
Massachusetts
$3K +$3K +9 New
OLVIG
1025
Oliver Lagore Vanvalin Investment Group
Michigan
$3K +$3K +10 New