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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 %
BFM
551
Boston Financial Management
Massachusetts
$903K +$614K +1,863 +212%
VI
552
Vestcor Inc
New Brunswick, Canada
$898K
CG
553
Colony Group
Massachusetts
$896K -$131K -399 -13%
BPA
554
Beacon Pointe Advisors
California
$895K -$50.1K -152 -5%
GLA
555
Great Lakes Advisors
Illinois
$892K +$892K +2,708 New
SACTSONJ
556
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$890K
SF
557
Symphony Financial
Texas
$877K -$162K -499 -16%
ITFISA
558
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$873K
O
559
Ossiam
France
$866K -$2.31M -7,001 -73%
Carson Wealth (CWM LLC)
560
Carson Wealth (CWM LLC)
Nebraska
$866K +$42.8K +130 +5%
GT
561
Greenleaf Trust
Michigan
$852K -$43.5K -132 -5%
EWM
562
Empirical Wealth Management
Washington
$852K +$55.3K +168 +7%
PFS
563
Prospera Financial Services
Texas
$844K +$22.5K +68 +3%
JCM
564
Janney Capital Management
Pennsylvania
$835K
Balyasny Asset Management
565
Balyasny Asset Management
Illinois
$831K -$2.8M -8,495 -77%
BPCE
566
Bank Pictet & Cie (Europe)
Germany
$831K +$112K +340 +16%
SIM
567
Sentry Investment Management
Wisconsin
$829K +$3.3K +10 +0.4%
M1FG
568
Mach-1 Financial Group
Arkansas
$826K +$826K +2,507 New
SFS
569
Stiles Financial Services
Minnesota
$826K +$30K +91 +4%
AIMCA
570
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$824K
FHB
571
First Hawaiian Bank
Hawaii
$823K -$2.97K -9 -0.4%
DWM
572
Dakota Wealth Management
Florida
$822K +$96.9K +294 +13%
TMAM
573
Tokio Marine Asset Management
Japan
$822K +$30K +91 +4%
KWM
574
Kingsview Wealth Management
Oregon
$818K +$101K +307 +14%
CGIM
575
Capital Group Investment Management
Singapore
$817K -$72.8K -221 -8%