ROK icon

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 %
EWM
601
Evermay Wealth Management
Virginia
$685K +$16.3K +57 +2%
MAM
602
Mystic Asset Management
Rhode Island
$680K
CIA
603
Choate Investment Advisors
Massachusetts
$675K
NIM
604
NEOS Investment Management
Connecticut
$673K +$673K +2,355 New
MIA
605
MainStreet Investment Advisors
Illinois
$672K +$17.7K +62 +3%
DIP
606
Davis Investment Partners
North Carolina
$662K
EW
607
Evoke Wealth
California
$662K +$858 +3 +0.1%
CCM
608
Coldstream Capital Management
Washington
$658K +$34.6K +121 +6%
QIM
609
Quantitative Investment Management
Virginia
$656K +$656K +2,298 New
FHB
610
First Hawaiian Bank
Hawaii
$654K -$60K -210 -8%
MA
611
MONECO Advisors
Connecticut
$653K +$2.86K +10 +0.4%
VCP
612
Verus Capital Partners
Arizona
$648K +$133K +465 +26%
KA
613
Kintegral Advisory
New York
$644K -$286 -1 -0%
EGM
614
Engineers Gate Manager
New York
$644K +$644K +2,252 New
SFCL
615
Strengthening Families & Communities LLC
Massachusetts
$642K +$90.1K +315 +16%
FIA
616
Foundations Investment Advisors
Arizona
$640K -$16.9K -59 -3%
VEA
617
Virtus ETF Advisers
New York
$633K +$633K +2,215 New
MAS
618
Meeder Advisory Services
Ohio
$629K -$74.9K -262 -11%
ONB
619
Old National Bancorp
Indiana
$628K -$15.2K -53 -2%
Bessemer Group
620
Bessemer Group
New Jersey
$617K -$395K -1,384 -39%
AIM
621
Aigen Investment Management
New York
$616K -$261K -913 -30%
GC
622
Grimes & Company
Massachusetts
$604K +$572 +2 +0.1%
MMM
623
Mendel Money Management
Illinois
$603K +$24.3K +85 +4%
BIAS
624
Beacon Investment Advisory Services
New Jersey
$603K
BCM
625
Birmingham Capital Management
Alabama
$600K