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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 %
TWP
451
Tempus Wealth Planning
California
$1.6M
CWP
452
Cyndeo Wealth Partners
Florida
$1.6M -$59K -179 -4%
BPCA
453
Bank Pictet & Cie (Asia)
Singapore
$1.59M
V
454
Veritable
Delaware
$1.59M -$90.6K -275 -5%
SPC
455
Sigma Planning Corp
Michigan
$1.58M -$5.6K -17 -0.4%
PIM
456
Penobscot Investment Management
Massachusetts
$1.57M
LNWWM
457
Laird Norton Wetherby Wealth Management
California
$1.56M -$420K -1,275 -21%
HKAM
458
Horizon Kinetics Asset Management
New York
$1.56M -$16.5K -50 -1%
IMRF
459
Illinois Municipal Retirement Fund
Illinois
$1.55M
Cetera Investment Advisers
460
Cetera Investment Advisers
Illinois
$1.54M -$45.1K -137 -3%
APP
461
Avantax Planning Partners
Iowa
$1.51M +$3.62K +11 +0.2%
AWM
462
Apollon Wealth Management
South Carolina
$1.5M +$328K +996 +28%
BC
463
Burney Company
Virginia
$1.49M +$12.8K +39 +0.9%
DCM
464
Decatur Capital Management
Georgia
$1.46M -$21.4K -65 -1%
Koshinski Asset Management
465
Koshinski Asset Management
Illinois
$1.45M -$486K -1,475 -25%
BAM
466
Beaumont Asset Management
Texas
$1.41M +$5.6K +17 +0.4%
NW
467
NewEdge Wealth
Pennsylvania
$1.4M +$1.06M +3,218 +311%
AI
468
Atria Investments
North Carolina
$1.37M +$48.1K +146 +4%
KRSITF
469
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.36M +$13.2K +40 +1%
TSWM
470
Triangle Securities Wealth Management
North Carolina
$1.36M -$40.2K -122 -3%
CCIA
471
Campbell & Co Investment Adviser
Maryland
$1.36M -$329 -1 -0%
SFA
472
Sequoia Financial Advisors
Ohio
$1.35M +$33.9K +103 +3%
NRS
473
Neville Rodie & Shaw
New York
$1.35M
SVWAG
474
Sound View Wealth Advisors Group
Georgia
$1.34M -$78.7K -239 -6%
Fiera Capital (Canada)
475
Fiera Capital (Canada)
Quebec, Canada
$1.34M -$211K -639 -14%