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Rockwell Automation

1,129 hedge funds and large institutions have $31.8B invested in Rockwell Automation in 2021 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 393 increasing their positions, 345 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,129
Holders Change
+101
Holders Change %
+9.82%
% of All Funds
17.44%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.32%
New
181
Increased
393
Reduced
345
Closed
65
Calls
$107M
Puts
$58.3M
Net Calls
+$48.5M
Net Calls Change
+$53.4M
Name Holding Trade Value Shares
Change
Shares
Change %
TFO
1051
Tarbox Family Office
California
$26K
SWM
1052
Sugarloaf Wealth Management
Georgia
$26K +$342 +1 +1%
CFCI
1053
Comprehensive Financial Consultants Institutional
Indiana
$24K +$24K +91 New
WPA
1054
West Paces Advisors
Georgia
$23.7K
TAIM
1055
TD Ameritrade Investment Management
Nebraska
$23K -$697 -2 -3%
LWA
1056
Lenox Wealth Advisors
New York
$23K +$2.09K +6 +10%
CSB
1057
City State Bank
Iowa
$23K +$23K +65 New
SBL
1058
Sargent Bickham Lagudis
Colorado
$22K
AA
1059
Ancora Advisors
Ohio
$22K
GWSG
1060
GPS Wealth Strategies Group
Colorado
$22K +$4.97K +14 +29%
RK
1061
Rather & Kittrell
Tennessee
$22K +$22K +64 New
CH
1062
Canton Hathaway
Rhode Island
$22K +$22K +64 New
PCH
1063
Polar Capital Holdings
United Kingdom
$20K +$783 +2,245 +4%
PFGIA
1064
Patriot Financial Group Insurance Agency
Massachusetts
$20K
MHR
1065
Matthew Hamilton Rosenberg
$20K +$20K +58 New
AWA
1066
Amplius Wealth Advisors
Pennsylvania
$20K +$20K +58 New
GEA
1067
Glen Eagle Advisors
New Jersey
$19.2K
FHA
1068
First Horizon Advisors
Tennessee
$19K -$5.98K -17 -24%
RIA
1069
Richwood Investment Advisors
Ohio
$19K +$19K +54 New
HL
1070
Harding Loevner
New Jersey
$19K +$19K +55 New
BWM
1071
BerganKDV Wealth Management
Minnesota
$18K
JFA
1072
JNBA Financial Advisors
Minnesota
$18K +$14.8K +42 +467%
AP
1073
Arlington Partners
Alabama
$18K +$18K +51 New
MWM
1074
Mascoma Wealth Management
New Hampshire
$17K
EARNEST Partners
1075
EARNEST Partners
Georgia
$16K