ROK icon

Rockwell Automation

1,104 hedge funds and large institutions have $27.2B invested in Rockwell Automation in 2023 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 363 increasing their positions, 383 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
+52
Holders Change %
+4.94%
% of All Funds
17.67%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
131
Increased
363
Reduced
383
Closed
63
Calls
$152M
Puts
$92.4M
Net Calls
+$59.7M
Net Calls Change
+$29.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SEC
501
Seven Eight Capital
New York
$1.04M +$723K +2,464 +228%
CA
502
Claro Advisors
Massachusetts
$1.03M +$511K +1,743 +98%
BBVA
503
Banco Bilbao Vizcaya Argentaria
Spain
$1.03M +$186K +635 +22%
LOAME
504
Lombard Odier Asset Management (Europe)
United Kingdom
$1.01M +$1.01M +3,442 New
TI
505
Tidal Investments
Wisconsin
$988K +$34K +116 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
506
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$983K
AIM
507
Acropolis Investment Management
Missouri
$975K -$78.6K -268 -7%
Twin Tree Management
508
Twin Tree Management
Texas
$975K +$975K +3,322 New
FTDI
509
First Trust Direct Indexing
Massachusetts
$974K +$58.1K +198 +6%
Qube Research & Technologies (QRT)
510
Qube Research & Technologies (QRT)
United Kingdom
$966K +$966K +3,292 New
VWM
511
Venturi Wealth Management
Texas
$964K -$74.2K -253 -7%
FUBT
512
First United Bank & Trust
Maryland
$962K -$125K -425 -11%
CCP
513
Carmel Capital Partners
California
$952K +$54K +184 +6%
EF
514
Empirical Finance
Pennsylvania
$946K +$41.4K +141 +5%
BFEC
515
Benjamin F. Edwards & Company
Missouri
$929K -$28.5K -97 -3%
MFG
516
Monte Financial Group
Connecticut
$925K +$53.4K +182 +6%
SS
517
Simplicity Solutions
Minnesota
$925K +$386K +1,315 +72%
SI
518
Stephens Inc
Arkansas
$925K -$26.4K -90 -3%
BFG
519
Bleakley Financial Group
New Jersey
$924K -$16.4K -56 -2%
WPC
520
Wedmont Private Capital
Pennsylvania
$921K +$65.5K +238 +8%
SF
521
Symphony Financial
Texas
$921K +$257K +893 +39%
CWM
522
Congress Wealth Management
Massachusetts
$921K -$16.7K -57 -2%
CG
523
Colony Group
Massachusetts
$915K -$39.6K -135 -4%
HAIM
524
Hunter Associates Investment Management
Pennsylvania
$906K -$38.1K -130 -4%
LB
525
Legacy Bridge
Iowa
$892K +$14.7K +50 +2%