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 %
PCM
551
Prelude Capital Management
New York
$609K -$93K -361 -13%
VCP
552
Verus Capital Partners
Arizona
$606K +$266K +1,031 +78%
SCA
553
Snowden Capital Advisors
New York
$602K -$84.5K -328 -12%
SF
554
Symphony Financial
Texas
$602K -$138K -529 -19%
GC
555
Grimes & Company
Massachusetts
$596K -$25.8K -100 -4%
PAM
556
Panagora Asset Management
Massachusetts
$593K
TPCW
557
TD Private Client Wealth
New York
$591K -$59.5K -231 -9%
CSIC
558
Clifford Swan Investment Counsel
California
$590K
JWCA
559
J.W. Cole Advisors
Florida
$589K -$82.4K -320 -12%
MA
560
MONECO Advisors
Connecticut
$587K +$1.55K +6 +0.3%
ECM
561
Evergreen Capital Management
Washington
$586K +$181K +702 +45%
MME
562
Meag Munich Ergo
Germany
$575K
CCM
563
Coldstream Capital Management
Washington
$564K +$564K +2,191 New
CRC
564
Curi RMB Capital
Illinois
$554K +$25.8K +100 +5%
CG
565
Caprock Group
Idaho
$544K +$75.5K +293 +16%
MC
566
Moors & Cabot
Massachusetts
$541K +$1.29K +5 +0.2%
BCM
567
Birmingham Capital Management
Alabama
$541K
DWM
568
Dakota Wealth Management
Florida
$541K
Bessemer Group
569
Bessemer Group
New Jersey
$538K +$7.72K +30 +1%
WWM
570
WJ Wealth Management
Arizona
$536K
AAS
571
Annex Advisory Services
Wisconsin
$535K +$156K +606 +41%
KWM
572
Kingsview Wealth Management
Oregon
$533K +$106K +410 +25%
FIA
573
Foundations Investment Advisors
Arizona
$531K -$2.06K -8 -0.4%
DA
574
Drake & Associates
Wisconsin
$530K +$2.32K +9 +0.4%
ONB
575
Old National Bancorp
Indiana
$528K -$1.03K -4 -0.2%