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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 %
EF
501
Empirical Finance
Pennsylvania
$1.19M +$131K +399 +12%
PTC
502
Private Trust Company
Ohio
$1.19M -$3.62K -11 -0.3%
1SB
503
1ST Source Bank
Indiana
$1.19M -$21.7K -66 -2%
BBVA
504
Banco Bilbao Vizcaya Argentaria
Spain
$1.18M +$25K +76 +2%
Bessemer Group
505
Bessemer Group
New Jersey
$1.17M +$510K +1,548 +77%
VIM
506
Vinva Investment Management
Australia
$1.15M -$116K -359 -9%
DC
507
Diametric Capital
Massachusetts
$1.14M -$971K -2,948 -46%
Ensign Peak Advisors
508
Ensign Peak Advisors
Utah
$1.13M +$293K +890 +35%
JDR
509
Jay D. Rosenbaum
$1.13M -$110K -334 -9%
TI
510
Tidal Investments
Wisconsin
$1.13M +$18.5K +56 +2%
WPC
511
Wedmont Private Capital
Pennsylvania
$1.13M -$17.1K -50 -1%
FTDI
512
First Trust Direct Indexing
Massachusetts
$1.12M +$24.4K +74 +2%
MFG
513
Monte Financial Group
Connecticut
$1.11M +$67.2K +204 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
514
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.1M
SIG
515
Stonegate Investment Group
Alabama
$1.1M -$84.3K -256 -7%
VWM
516
Venturi Wealth Management
Texas
$1.1M +$15.2K +46 +1%
FBC
517
Fairfield, Bush & Co
Connecticut
$1.09M +$659K +2,000 +154%
FUBT
518
First United Bank & Trust
Maryland
$1.08M
AIM
519
Acropolis Investment Management
Missouri
$1.08M -$17.8K -54 -2%
ADIM
520
Alpha DNA Investment Management
Maryland
$1.08M +$1.08M +3,267 New
SI
521
Stephens Inc
Arkansas
$1.05M +$16.5K +50 +2%
OAM
522
Ostrum Asset Management
France
$1.05M -$276K -839 -21%
NL
523
NVWM LLC
Pennsylvania
$1.05M +$176K +533 +20%
JWCA
524
J.W. Cole Advisors
Florida
$1.04M +$245K +745 +31%
BFEC
525
Benjamin F. Edwards & Company
Missouri
$1.04M