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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 %
SACTSONJ
551
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$792K
PCM
552
Prelude Capital Management
New York
$788K +$93.6K +319 +13%
NL
553
NVWM LLC
Pennsylvania
$779K -$19.4K -66 -2%
EMG
554
ETF Managers Group
New Jersey
$764K +$11.2K +38 +1%
ITFISA
555
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$762K +$762K +2,650 New
NSIM
556
North Star Investment Management
Illinois
$756K +$293K +1,000 +63%
CAM
557
Claret Asset Management
Quebec, Canada
$753K +$29K +99 +4%
MOS
558
MGO One Seven
Ohio
$749K +$423K +1,441 +130%
WT
559
Washington Trust
Rhode Island
$748K
Ensign Peak Advisors
560
Ensign Peak Advisors
Utah
$747K
AIM
561
Achmea Investment Management
Netherlands
$746K
JCM
562
Janney Capital Management
Pennsylvania
$744K +$881 +3 +0.1%
EWM
563
Evermay Wealth Management
Virginia
$737K +$12.3K +42 +2%
FHB
564
First Hawaiian Bank
Hawaii
$735K -$84.8K -289 -10%
SIM
565
Sentry Investment Management
Wisconsin
$735K +$515K +1,756 +234%
Carson Wealth (CWM LLC)
566
Carson Wealth (CWM LLC)
Nebraska
$734K -$92.5K -315 -11%
AIMCA
567
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$734K +$734K +2,500 New
PFS
568
Prospera Financial Services
Texas
$731K -$294 -1 -0%
FMN
569
Financial Management Network
California
$730K
HA
570
Harfst & Associates
Wyoming
$723K -$2.35K -8 -0.3%
WANY
571
Wealthspire Advisors (New York)
New York
$720K -$103K -350 -12%
ACM
572
Advisors Capital Management
New Jersey
$714K -$15K -51 -2%
ECM
573
Evergreen Capital Management
Washington
$714K +$46.4K +158 +7%
JWCA
574
J.W. Cole Advisors
Florida
$712K +$40.8K +139 +6%
EWM
575
Empirical Wealth Management
Washington
$709K -$11.4K -39 -2%