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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 %
CAAS
576
Capital Asset Advisory Services
Michigan
$770K +$363K +1,210 +89%
Carson Wealth (CWM LLC)
577
Carson Wealth (CWM LLC)
Nebraska
$761K +$8.87K +31 +1%
ITFISA
578
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$758K
Grantham, Mayo, Van Otterloo & Co (GMO)
579
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$755K -$202K -707 -21%
KWM
580
Kingsview Wealth Management
Oregon
$748K +$38K +133 +5%
S
581
SignatureFD
Georgia
$743K +$141K +493 +23%
AWM
582
Axxcess Wealth Management
California
$734K +$734K +2,566 New
MCM
583
MAI Capital Management
Ohio
$731K -$73.5K -257 -9%
NW
584
NewEdge Wealth
Pennsylvania
$728K -$488K -1,706 -40%
BMC
585
Beaton Management Company
Massachusetts
$727K +$43.7K +153 +6%
GLA
586
Great Lakes Advisors
Illinois
$726K -$48.6K -170 -6%
JCM
587
Janney Capital Management
Pennsylvania
$724K -$858 -3 -0.1%
SFS
588
Stiles Financial Services
Minnesota
$718K +$1.72K +6 +0.2%
AIMCA
589
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$715K
WANY
590
Wealthspire Advisors (New York)
New York
$714K +$15.2K +53 +2%
SF
591
Symphony Financial
Texas
$710K -$57.9K -204 -8%
DGAM
592
Desjardins Global Asset Management
Quebec, Canada
$706K -$405K -1,418 -36%
M1FG
593
Mach-1 Financial Group
Arkansas
$704K -$12.9K -45 -2%
WT
594
Washington Trust
Rhode Island
$702K
SCA
595
Snowden Capital Advisors
New York
$696K +$12.6K +44 +2%
VI
596
Vestcor Inc
New Brunswick, Canada
$694K -$84.9K -297 -11%
NSIM
597
North Star Investment Management
Illinois
$687K
ECM
598
Evergreen Capital Management
Washington
$686K -$9.72K -34 -1%
EWM
599
Empirical Wealth Management
Washington
$686K -$52.9K -185 -7%
CAM
600
Claret Asset Management
Quebec, Canada
$686K