ROK icon

Rockwell Automation

1,052 hedge funds and large institutions have $23.3B invested in Rockwell Automation in 2022 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 357 increasing their positions, 321 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+66
Holders Change %
+6.69%
% of All Funds
16.97%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
151
Increased
357
Reduced
321
Closed
68
Calls
$160M
Puts
$130M
Net Calls
+$30.1M
Net Calls Change
+$26.3M
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
526
Transcend Capital Advisors
New Jersey
$666K +$47.1K +183 +8%
BIM
527
Baldwin Investment Management
Pennsylvania
$666K +$20.6K +80 +3%
MIP
528
Marietta Investment Partners
Wisconsin
$662K +$29.9K +116 +5%
EMG
529
ETF Managers Group
New Jersey
$660K +$26K +101 +4%
WT
530
Washington Trust
Rhode Island
$656K
Ensign Peak Advisors
531
Ensign Peak Advisors
Utah
$655K
MIA
532
MainStreet Investment Advisors
Illinois
$653K -$79.1K -307 -11%
JCM
533
Janney Capital Management
Pennsylvania
$652K
PFS
534
Prospera Financial Services
Texas
$641K +$641K +2,488 New
EW
535
Evoke Wealth
California
$640K -$78K -303 -11%
ACM
536
Advisors Capital Management
New Jersey
$640K +$137K +532 +27%
EDRH
537
Edmond de Rothschild Holding
Switzerland
$640K
HA
538
Harfst & Associates
Wyoming
$636K -$1.8K -7 -0.3%
CAM
539
Claret Asset Management
Quebec, Canada
$636K
EWM
540
Evermay Wealth Management
Virginia
$636K +$38.4K +149 +6%
EWM
541
Empirical Wealth Management
Washington
$633K +$126K +489 +25%
UCFA
542
United Capital Financial Advisors
Texas
$631K +$13.7K +53 +2%
SFS
543
Stiles Financial Services
Minnesota
$624K -$26.5K -103 -4%
AAS
544
Avantax Advisory Services
Texas
$622K +$83.7K +325 +16%
BMC
545
Beaton Management Company
Massachusetts
$616K
MAM
546
Mystic Asset Management
Rhode Island
$613K
AIM
547
Achmea Investment Management
Netherlands
$613K
KA
548
Kintegral Advisory
New York
$612K -$284K -1,101 -32%
TCOO
549
Trust Company of Oklahoma
Oklahoma
$612K
CSS
550
Cubist Systematic Strategies
Connecticut
$611K -$10.4M -40,222 -94%