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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 %
CT
1001
Clearstead Trust
Maine
$10K
CSPIA
1002
Cary Street Partners Investment Advisory
Virginia
$9.53K +$9.53K +37 New
CB
1003
CNB Bank
Pennsylvania
$9.27K
SC
1004
Schubert & Co
Texas
$9.27K +$258 +1 +3%
TAIM
1005
TD Ameritrade Investment Management
Nebraska
$8K -$7.27K -30 -48%
FMP
1006
Financial Management Professionals
Texas
$8K
QL
1007
Quarry LP
New York
$7.73K +$7.73K +30 New
CAC
1008
Core Alternative Capital
Georgia
$7.23K
MAWCM
1009
Mine & Arao Wealth Creation & Management
California
$6.7K
LTI
1010
Laffer Tengler Investments
Tennessee
$5.92K
GWM
1011
Geneos Wealth Management
Colorado
$5.92K
BHWM
1012
Beaird Harris Wealth Management
Texas
$5.92K +$5.92K +23 New
HIA
1013
Harbor Investment Advisory
Maryland
$5.67K
BWAM
1014
Boyd Watterson Asset Management
Ohio
$5.15K +$5.15K +20 New
Jones Financial Companies
1015
Jones Financial Companies
Missouri
$5K -$250 -1 -5%
WOC
1016
West Oak Capital
California
$5K
FWM
1017
Focused Wealth Management
New York
$4.79K
IGWM
1018
ICA Group Wealth Management
Colorado
$4.64K +$4.64K +18 New
TCM
1019
TD Capital Management
Tennessee
$4.4K +$4.4K +17 New
MFT
1020
Moisand Fitzgerald Tamayo
Florida
$4.38K +$2.06K +8 +89%
IRC
1021
Investors Research Corp
Georgia
$3.86K
ECM
1022
Everence Capital Management
Indiana
$3.56K +$768 +2,980 +28%
AWM
1023
Align Wealth Management
Oklahoma
$3.44K +$3.44K +16 New
SIC
1024
SJS Investment Consulting
Ohio
$3.35K +$1.29K +5 +63%
AWM
1025
Abound Wealth Management
Tennessee
$3.1K +$1.55K +6 +100%