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Rockwell Automation

1,130 hedge funds and large institutions have $26.6B invested in Rockwell Automation in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 426 increasing their positions, 363 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,130
Holders Change
-8
Holders Change %
-0.7%
% of All Funds
18.02%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.19%
New
104
Increased
426
Reduced
363
Closed
95
Calls
$183M
Puts
$216M
Net Calls
-$32.6M
Net Calls Change
-$40.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SS
526
Simplicity Solutions
Minnesota
$956K -$112K -392 -10%
Balyasny Asset Management
527
Balyasny Asset Management
Illinois
$945K +$224K +784 +31%
FTDI
528
First Trust Direct Indexing
Massachusetts
$939K -$30.9K -108 -3%
CANY
529
Caxton Associates (New York)
New York
$937K +$305K +1,066 +48%
FUBT
530
First United Bank & Trust
Maryland
$937K
JDR
531
Jay D. Rosenbaum
$935K -$46.3K -162 -5%
CRC
532
Curi RMB Capital
Illinois
$932K +$317K +1,109 +52%
FRM
533
Fox Run Management
Connecticut
$929K +$929K +3,251 New
MYAM
534
Meiji Yasuda Asset Management
Japan
$923K -$166K -580 -15%
MCWS
535
McKinley Carter Wealth Services
West Virginia
$922K +$922K +3,225 New
OAM
536
Ostrum Asset Management
France
$916K +$3.72K +13 +0.4%
SI
537
Stephens Inc
Arkansas
$911K -$3.72K -13 -0.4%
VWM
538
Venturi Wealth Management
Texas
$911K -$41.7K -146 -4%
BFEC
539
Benjamin F. Edwards & Company
Missouri
$910K +$4.58K +16 +0.5%
Envestnet Portfolio Solutions
540
Envestnet Portfolio Solutions
Illinois
$905K +$905K +3,167 New
NL
541
NVWM LLC
Pennsylvania
$904K -$7.43K -26 -0.8%
LB
542
Legacy Bridge
Iowa
$902K +$21.4K +75 +2%
MCCP
543
Mission Creek Capital Partners
California
$895K +$92.9K +325 +12%
Squarepoint
544
Squarepoint
New York
$891K -$11.5M -40,245 -93%
SEC
545
Seven Eight Capital
New York
$890K +$890K +3,113 New
AIM
546
Acropolis Investment Management
Missouri
$885K -$49.5K -173 -5%
PFS
547
Prospera Financial Services
Texas
$883K +$151K +527 +21%
BCV
548
Banque Cantonale Vaudoise
Switzerland
$881K +$35.4K +124 +4%
HWP
549
Heritage Wealth Partners
Ohio
$879K
FMN
550
Financial Management Network
California
$871K +$56.6K +196 +7%