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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 %
CCM
601
Coldstream Capital Management
Washington
$719K +$1.98K +6 +0.3%
CRC
602
Curi RMB Capital
Illinois
$709K
Simplex Trading
603
Simplex Trading
Illinois
$696K +$696K +2,113 New
GC
604
Grimes & Company
Massachusetts
$696K
BIAS
605
Beacon Investment Advisory Services
New Jersey
$695K -$43.8K -133 -6%
S
606
SignatureFD
Georgia
$694K -$28.3K -86 -4%
Marshall Wace
607
Marshall Wace
United Kingdom
$694K -$7.17M -21,754 -91%
BCM
608
Birmingham Capital Management
Alabama
$692K
MC
609
Moors & Cabot
Massachusetts
$690K -$2.96K -9 -0.4%
WWM
610
WJ Wealth Management
Arizona
$685K +$343K +1,040 +100%
AF
611
Allworth Financial
California
$685K +$158K +481 +30%
DA
612
Drake & Associates
Wisconsin
$683K +$2.64K +8 +0.4%
HPC
613
HM Payson & Co
Maine
$678K +$68.5K +208 +11%
TCM
614
Teza Capital Management
Illinois
$672K +$672K +2,040 New
HSA
615
HBK Sorce Advisory
Pennsylvania
$671K +$8.9K +27 +1%
MMM
616
Mendel Money Management
Illinois
$667K +$47.1K +143 +8%
EIG
617
Ellenbecker Investment Group
Wisconsin
$664K +$1.65K +5 +0.2%
FAB
618
First American Bank
Illinois
$659K
FFM
619
Flagstone Financial Management
Nebraska
$657K
MIM
620
MTM Investment Management
South Carolina
$640K
TCA
621
Transcend Capital Advisors
New Jersey
$639K -$329 -1 -0.1%
SFCL
622
Strengthening Families & Communities LLC
Massachusetts
$636K +$64.6K +196 +11%
BCM
623
Bayesian Capital Management
New York
$632K +$632K +1,919 New
CGL
624
Clarius Group LLC
Washington
$632K +$10.9K +33 +2%
MHIC
625
Marble Harbor Investment Counsel
Massachusetts
$629K