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Rockwell Automation

1,138 hedge funds and large institutions have $30.8B invested in Rockwell Automation in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 419 increasing their positions, 359 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
+34
Holders Change %
+3.08%
% of All Funds
17.95%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
105
Increased
419
Reduced
359
Closed
65
Calls
$127M
Puts
$119M
Net Calls
+$7.99M
Net Calls Change
-$51.7M
Name Holding Trade Value Shares
Change
Shares
Change %
WB
401
WesBanco Bank
West Virginia
$2.43M +$117K +355 +5%
BHC
402
Bowen Hanes & Co
Florida
$2.4M +$338K +1,025 +16%
GT
403
Glenmede Trust
Pennsylvania
$2.38M
SAM
404
Shell Asset Management
Netherlands
$2.36M +$1.96M +5,943 +487%
LSERS
405
Louisiana State Employees Retirement System
Louisiana
$2.34M -$132K -400 -5%
VRM
406
Vectors Research Management
New York
$2.31M -$176K -535 -7%
PA
407
PFG Advisors
Arizona
$2.28M -$7.58K -23 -0.3%
HHAM
408
HITE Hedge Asset Management
Massachusetts
$2.26M
TF
409
TIAA FSB
Florida
$2.25M -$32.9K -100 -1%
BFA
410
Benedict Financial Advisors
Georgia
$2.25M -$2.31K -7 -0.1%
SF
411
Summit Financial
New Jersey
$2.21M +$893K +2,710 +68%
OSAM
412
O'Shaughnessy Asset Management
Connecticut
$2.21M +$75.1K +228 +4%
GLAM
413
Gardner Lewis Asset Management
Pennsylvania
$2.18M +$276K +837 +14%
CC
414
Courier Capital
New York
$2.16M +$2.16M +6,564 New
JAG
415
Journey Advisory Group
Kentucky
$2.13M +$215K +652 +11%
CAM
416
Carret Asset Management
New York
$2.11M +$213K +646 +11%
OTPPB
417
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.06M +$841K +2,552 +69%
SWP
418
Stratos Wealth Partners
Ohio
$2.05M +$119K +360 +6%
IWC
419
Integrated Wealth Concepts
Massachusetts
$2.02M +$1.05M +3,197 +109%
CW
420
Connectus Wealth
Ohio
$2.01M +$2.01M +6,091 New
CFB
421
Cullen/Frost Bankers
Texas
$2M -$40.5K -123 -2%
ATC
422
Argent Trust Co
Tennessee
$1.98M +$764K +2,320 +63%
Thrivent Financial for Lutherans
423
Thrivent Financial for Lutherans
Minnesota
$1.97M +$275K +836 +16%
WF
424
WoodTrust Financial
Wisconsin
$1.96M +$82.4K +250 +4%
STC
425
Sarah T. Connolly
$1.95M -$2.31K -7 -0.1%