ROK icon

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 %
BC
476
Burney Company
Virginia
$1.31M +$16.6K +58 +1%
AWM
477
Apollon Wealth Management
South Carolina
$1.29M -$11.4K -40 -0.9%
WHG
478
Westwood Holdings Group
Texas
$1.29M +$1.29M +4,514 New
HKAM
479
Horizon Kinetics Asset Management
New York
$1.29M -$63.7K -223 -5%
KRSITF
480
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.28M +$103K +361 +9%
TSWM
481
Triangle Securities Wealth Management
North Carolina
$1.23M +$56.3K +197 +5%
BAM
482
Beaumont Asset Management
Texas
$1.21M -$9.43K -33 -0.8%
Fiera Capital (Canada)
483
Fiera Capital (Canada)
Quebec, Canada
$1.21M +$47.2K +165 +4%
SF
484
Summit Financial
New Jersey
$1.21M -$707K -2,474 -37%
GCM
485
Graham Capital Management
Connecticut
$1.2M +$1.2M +4,199 New
Koshinski Asset Management
486
Koshinski Asset Management
Illinois
$1.19M -$71.2K -249 -6%
SC
487
Savant Capital
Illinois
$1.19M +$81.5K +285 +7%
SFA
488
Sequoia Financial Advisors
Ohio
$1.18M +$8.29K +29 +0.7%
AI
489
Atria Investments
North Carolina
$1.17M -$18.9K -66 -2%
BIM
490
Baldwin Investment Management
Pennsylvania
$1.16M +$324K +1,135 +39%
NRS
491
Neville Rodie & Shaw
New York
$1.16M -$11.4K -40 -1%
JWA
492
JFS Wealth Advisors
Pennsylvania
$1.16M +$4K +14 +0.3%
AAB
493
ABN AMRO Bank
Netherlands
$1.15M
RF
494
Robbins Farley
New Hampshire
$1.15M +$1.15M +4,024 New
AIM
495
Aquila Investment Management
New York
$1.14M
AI
496
AXS Investments
New York
$1.14M +$1.14M +3,993 New
EF
497
Empirical Finance
Pennsylvania
$1.14M +$103K +361 +10%
VA
498
Vident Advisory
Georgia
$1.13M +$1.13M +3,969 New
NICM
499
Neo Ivy Capital Management
New York
$1.12M +$1.12M +3,904 New
BSW
500
Buckingham Strategic Wealth
Missouri
$1.11M -$16.3K -57 -1%