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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 %
OLVIG
1026
Oliver Lagore Vanvalin Investment Group
Michigan
$3K +$3K +10 New
DI
1027
Disciplined Investments
Oklahoma
$3K +$3K +11 New
SC
1028
Schubert & Co
Texas
$2K -$500 -2 -20%
MCM
1029
Manchester Capital Management
Vermont
$2K -$667 -2 -25%
Kayne Anderson Rudnick Investment Management
1030
Kayne Anderson Rudnick Investment Management
California
$2K
LFG
1031
Larson Financial Group
Missouri
$2K
BAM
1032
Byrne Asset Management
New Jersey
$2K +$2K +7 New
AIC
1033
Archer Investment Corporation
Indiana
$1.06K
AWM
1034
Atticus Wealth Management
Florida
$1K -$216K -1,080 -100%
CWC
1035
Carolinas Wealth Consulting
North Carolina
$1K
SIS
1036
Sound Income Strategies
Florida
$1K
S
1037
Surevest
California
$1K
TSWM
1038
Tyler-Stone Wealth Management
Ohio
$1K
GTAM
1039
Global Trust Asset Management
Florida
$1K
GA
1040
GoalVest Advisory
New York
$1K +$1K +2 New
JSAM
1041
J. Safra Asset Management
New York
$1K +$1K +501 New
BIM
1042
Baldwin Investment Management
Pennsylvania
$683 +$83 +295 +14%
WIM
1043
Westside Investment Management
California
$420
FGAM
1044
Financial Gravity Asset Management
Texas
$199 -$49 -276 -20%
Lord, Abbett & Co
1045
Lord, Abbett & Co
New Jersey
-$83.2M -238,478 Closed
SC
1046
Shellback Capital
Massachusetts
-$53.6M -153,699 Closed
CPC
1047
Cookson Peirce & Co
Pennsylvania
-$46.5M -133,184 Closed
Two Sigma Investments
1048
Two Sigma Investments
New York
-$36.4M -104,330 Closed
HCM
1049
Hilton Capital Management
New York
-$19.8M -56,784 Closed
Walleye Capital
1050
Walleye Capital
New York
-$19.6M -56,045 Closed