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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 %
GT
551
Greenleaf Trust
Michigan
$871K +$132K +461 +18%
PI
552
PEAK6 Investments
Illinois
$870K +$705K +2,466 +427%
CG
553
Caprock Group
Idaho
$861K +$32.3K +113 +4%
JWCA
554
J.W. Cole Advisors
Florida
$859K -$47.5K -166 -5%
RC
555
RBF Capital
California
$858K
DT
556
Diversified Trust
Tennessee
$857K -$271K -949 -24%
CWM
557
Congress Wealth Management
Massachusetts
$844K -$48.6K -170 -5%
AAS
558
Annex Advisory Services
Wisconsin
$840K -$36K -126 -4%
TPW
559
Transatlantique Private Wealth
New York
$829K
LAM
560
LifePro Asset Management
California
$828K +$21.4K +75 +3%
HCM
561
Highview Capital Management
Illinois
$825K +$825K +2,887 New
QCM
562
QRG Capital Management
Illinois
$822K +$822K +2,874 New
AAS
563
Avantax Advisory Services
Texas
$820K +$18.6K +65 +2%
RPC
564
Rossmore Private Capital
Connecticut
$817K
QPW
565
Quantum Private Wealth
Florida
$814K
SCA
566
Stonebridge Capital Advisors
Minnesota
$807K -$1.43K -5 -0.2%
MPWT
567
MassMutual Private Wealth & Trust
Connecticut
$804K -$20.9K -73 -3%
Ensign Peak Advisors
568
Ensign Peak Advisors
Utah
$799K -$183K -640 -19%
MIP
569
Marietta Investment Partners
Wisconsin
$792K
ACM
570
Advisors Capital Management
New Jersey
$784K +$93.2K +326 +13%
GC
571
Guardian Capital
Ontario, Canada
$782K -$19.4K -68 -2%
TMAM
572
Tokio Marine Asset Management
Japan
$780K +$66.9K +234 +9%
CG
573
Colony Group
Massachusetts
$776K -$1.72K -6 -0.2%
SACTSONJ
574
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$772K
ADIM
575
Alpha DNA Investment Management
Maryland
$770K -$164K -572 -18%