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Rockwell Automation

1,130 hedge funds and large institutions have $26.6B invested in Rockwell Automation in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 426 increasing their positions, 363 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,130
Holders Change
-8
Holders Change %
-0.7%
% of All Funds
18.02%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.19%
New
104
Increased
426
Reduced
363
Closed
95
Calls
$183M
Puts
$216M
Net Calls
-$32.6M
Net Calls Change
-$40.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
451
First Foundation Advisors
California
$1.48M -$8.29K -29 -0.6%
NWM
452
Northcape Wealth Management
New York
$1.47M +$1.47M +5,155 New
CA
453
Cetera Advisors
Colorado
$1.47M +$35.2K +123 +2%
WWM
454
Western Wealth Management
Colorado
$1.47M -$4.29K -15 -0.3%
SAG
455
SageView Advisory Group
California
$1.46M +$4.86K +17 +0.3%
BHWM
456
Bar Harbor Wealth Management
New Hampshire
$1.45M -$99.5K -348 -6%
Cetera Investment Advisers
457
Cetera Investment Advisers
Illinois
$1.45M +$116K +406 +9%
SG Americas Securities
458
SG Americas Securities
New York
$1.44M -$4.03M -14,094 -74%
Thrivent Financial for Lutherans
459
Thrivent Financial for Lutherans
Minnesota
$1.44M -$267K -935 -16%
YIH
460
Y-Intercept (HK)
Hong Kong
$1.43M +$1.43M +4,988 New
PI
461
Pettee Investors
Connecticut
$1.42M
CA
462
Clearstead Advisors
Ohio
$1.41M +$740K +2,588 +111%
HWM
463
HB Wealth Management
Georgia
$1.4M +$299K +1,047 +27%
CWP
464
Cyndeo Wealth Partners
Florida
$1.4M +$10.9K +38 +0.8%
TWP
465
Tempus Wealth Planning
California
$1.39M
BPCA
466
Bank Pictet & Cie (Asia)
Singapore
$1.38M
PIM
467
Penobscot Investment Management
Massachusetts
$1.37M +$7.15K +25 +0.5%
IFU
468
iSAM Funds (UK)
United Kingdom
$1.36M +$1.36M +4,769 New
MLICM
469
Metropolitan Life Insurance Company (MetLife)
New York
$1.36M -$72.9K -255 -5%
IMRF
470
Illinois Municipal Retirement Fund
Illinois
$1.35M
O
471
Ossiam
France
$1.34M +$590K +2,065 +79%
SPC
472
Sigma Planning Corp
Michigan
$1.34M -$30.3K -106 -2%
NA
473
NewEdge Advisors
Louisiana
$1.33M -$1.86M -6,519 -58%
APP
474
Avantax Planning Partners
Iowa
$1.31M -$2.86K -10 -0.2%
AAS
475
Ameritas Advisory Services
Nebraska
$1.31M +$630K +2,245 +93%