ROK icon

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 %
NG
526
NWK Group
California
$1.04M +$1.04M +3,155 New
CWM
527
Congress Wealth Management
Massachusetts
$1.03M -$5.27K -16 -0.5%
LB
528
Legacy Bridge
Iowa
$1.02M +$13.2K +40 +1%
HWP
529
Heritage Wealth Partners
Ohio
$1.01M +$56.7K +172 +6%
AIM
530
Aigen Investment Management
New York
$1.01M -$3.06M -9,299 -75%
AAS
531
Annex Advisory Services
Wisconsin
$1.01M -$194K -590 -16%
RC
532
RBF Capital
California
$988K
BCV
533
Banque Cantonale Vaudoise
Switzerland
$975K -$14.8K -45 -1%
BIM
534
Baldwin Investment Management
Pennsylvania
$965K +$4.94K +15 +0.5%
TPW
535
Transatlantique Private Wealth
New York
$955K
CG
536
Caprock Group
Idaho
$955K +$61.3K +186 +7%
MPWT
537
MassMutual Private Wealth & Trust
Connecticut
$951K -$40.5K -123 -4%
TRCT
538
Tower Research Capital (TRC)
New York
$942K -$424K -1,287 -31%
RPC
539
Rossmore Private Capital
Connecticut
$941K -$3.3K -10 -0.3%
QPW
540
Quantum Private Wealth
Florida
$939K -$1.65K -5 -0.2%
SCA
541
Stonebridge Capital Advisors
Minnesota
$931K -$6.26K -19 -0.7%
LAM
542
LifePro Asset Management
California
$930K +$930K +2,823 New
FMN
543
Financial Management Network
California
$930K +$66.6K +202 +8%
MCM
544
MAI Capital Management
Ohio
$927K -$34.9K -106 -4%
GS
545
GTS Securities
New York
$927K +$927K +2,813 New
MCCP
546
Mission Creek Capital Partners
California
$925K +$159K +484 +21%
GC
547
Guardian Capital
Ontario, Canada
$924K -$20.4K -62 -2%
AAS
548
Avantax Advisory Services
Texas
$923K +$13.5K +41 +1%
BCIM
549
Bishop & Co Investment Management
Pennsylvania
$918K +$915K +301,517 +32,845%
MIP
550
Marietta Investment Partners
Wisconsin
$913K