ROK icon

Rockwell Automation

986 hedge funds and large institutions have $19.7B invested in Rockwell Automation in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 345 increasing their positions, 338 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
+18
Holders Change %
+1.86%
% of All Funds
17.05%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
106
Increased
345
Reduced
338
Closed
74
Calls
$120M
Puts
$116M
Net Calls
+$3.75M
Net Calls Change
-$6.17M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
501
Congress Wealth Management
Massachusetts
$667K +$14.4K +67 +2%
QPW
502
Quantum Private Wealth
Florida
$662K -$860 -4 -0.1%
ACP
503
Ashfield Capital Partners
California
$661K
CCP
504
Carmel Capital Partners
California
$660K +$660K +3,066 New
TI
505
Tidal Investments
Wisconsin
$649K +$28.2K +131 +5%
RC
506
RBF Capital
California
$645K
IWC
507
Integrated Wealth Concepts
Massachusetts
$641K -$24.5K -114 -4%
CAM
508
Cresset Asset Management
Illinois
$638K +$32.9K +153 +5%
TPW
509
Transatlantique Private Wealth
New York
$624K
MPWT
510
MassMutual Private Wealth & Trust
Connecticut
$623K +$27.8K +129 +5%
RC
511
RegentAtlantic Capital
New Jersey
$618K +$4.52K +21 +0.7%
SF
512
Symphony Financial
Texas
$613K +$122K +567 +25%
SCA
513
Stonebridge Capital Advisors
Minnesota
$612K +$73.1K +340 +14%
MIA
514
MainStreet Investment Advisors
Illinois
$611K
RPC
515
Rossmore Private Capital
Connecticut
$611K +$8.61K +40 +1%
EF
516
Empirical Finance
Pennsylvania
$611K +$101K +468 +20%
MIP
517
Marietta Investment Partners
Wisconsin
$608K
AI
518
Atom Investors
Texas
$605K +$389K +1,807 +180%
XT
519
XTX Topco
Cayman Islands
$604K +$22.8K +106 +4%
EW
520
Evoke Wealth
California
$600K +$103K +480 +21%
MFG
521
Monte Financial Group
Connecticut
$593K +$14.4K +67 +2%
CANY
522
Caxton Associates (New York)
New York
$592K -$2.15M -10,020 -78%
BBVA
523
Banco Bilbao Vizcaya Argentaria
Spain
$592K -$143K -663 -19%
NL
524
NVWM LLC
Pennsylvania
$590K -$3.01K -14 -0.5%
VI
525
Vestcor Inc
New Brunswick, Canada
$589K +$7.53K +35 +1%