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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 %
UCFA
526
United Capital Financial Advisors
Texas
$886K +$168K +571 +23%
MPWT
527
MassMutual Private Wealth & Trust
Connecticut
$883K +$29.6K +101 +3%
BCV
528
Banque Cantonale Vaudoise
Switzerland
$881K -$2.05K -7 -0.2%
RC
529
RBF Capital
California
$880K
IWC
530
Integrated Wealth Concepts
Massachusetts
$864K +$22.6K +77 +3%
WS
531
Wedbush Securities
California
$857K +$80.4K +274 +10%
MCM
532
MAI Capital Management
Ohio
$857K -$23.5K -80 -3%
BIM
533
Baldwin Investment Management
Pennsylvania
$855K +$96.8K +330 +13%
HWP
534
Heritage Wealth Partners
Ohio
$852K -$50.5K -172 -6%
TPW
535
Transatlantique Private Wealth
New York
$851K
ETH
536
Exos TFP Holdings
New York
$848K +$441K +1,503 +108%
BPA
537
Beacon Pointe Advisors
California
$842K -$18.2K -62 -2%
GC
538
Guardian Capital
Ontario, Canada
$841K -$78.6K -268 -9%
RPC
539
Rossmore Private Capital
Connecticut
$841K
QPW
540
Quantum Private Wealth
Florida
$837K
SCA
541
Stonebridge Capital Advisors
Minnesota
$835K
BSW
542
Buckingham Strategic Wealth
Missouri
$822K
MIP
543
Marietta Investment Partners
Wisconsin
$813K +$58.7K +200 +8%
AAS
544
Avantax Advisory Services
Texas
$811K +$102K +347 +14%
VI
545
Vestcor Inc
New Brunswick, Canada
$800K -$4.11K -14 -0.5%
RJT
546
Raymond James Trust
Florida
$800K +$20.3K +69 +3%
GT
547
Greenleaf Trust
Michigan
$798K +$15.3K +52 +2%
CG
548
Caprock Group
Idaho
$796K +$176K +600 +28%
PF
549
Phoenix Financial
Israel
$793K +$205K +700 +35%
CGIM
550
Capital Group Investment Management
Singapore
$792K -$106K -360 -12%