ROK icon

Rockwell Automation

1,212 hedge funds and large institutions have $27.8B invested in Rockwell Automation in 2023 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 404 increasing their positions, 399 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,212
Holders Change
+82
Holders Change %
+7.26%
% of All Funds
17.77%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
177
Increased
404
Reduced
399
Closed
79
Calls
$114M
Puts
$89.6M
Net Calls
+$24.1M
Net Calls Change
+$56.6M
Name Holding Trade Value Shares
Change
Shares
Change %
MIA
601
MainStreet Investment Advisors
Illinois
$770K +$40.7K +131 +6%
EWM
602
Empirical Wealth Management
Washington
$766K +$21.4K +69 +3%
ECM
603
Evergreen Capital Management
Washington
$764K +$18.3K +59 +2%
WANY
604
Wealthspire Advisors (New York)
New York
$763K -$11.5K -37 -1%
WT
605
Washington Trust
Rhode Island
$763K
SFS
606
Stiles Financial Services
Minnesota
$756K -$24.5K -79 -3%
MA
607
MONECO Advisors
Connecticut
$755K +$45.6K +147 +6%
VI
608
Vestcor Inc
New Brunswick, Canada
$746K -$7.45K -24 -1%
CAM
609
Claret Asset Management
Quebec, Canada
$746K +$1.24K +4 +0.2%
NSIM
610
North Star Investment Management
Illinois
$746K
MAM
611
Mystic Asset Management
Rhode Island
$739K
HFS
612
Hoge Financial Services
Pennsylvania
$738K +$738K +2,378 New
FRM
613
Fox Run Management
Connecticut
$733K -$276K -890 -27%
CAS
614
Coppell Advisory Solutions
Texas
$726K +$645K +2,078 +796%
AG
615
Ascent Group
Virginia
$721K +$215K +766 +43%
BCA
616
Bay Colony Advisors
Massachusetts
$720K +$260K +837 +56%
Nomura Holdings
617
Nomura Holdings
Japan
$718K +$718K +2,312 New
GC
618
Guardian Capital
Ontario, Canada
$707K -$143K -459 -17%
CIA
619
Choate Investment Advisors
Massachusetts
$706K -$26.4K -85 -4%
DIP
620
Davis Investment Partners
North Carolina
$705K
BRWA
621
B. Riley Wealth Advisors
Florida
$704K -$3.83M -12,327 -84%
CANY
622
Caxton Associates (New York)
New York
$699K -$319K -1,028 -31%
KA
623
Kintegral Advisory
New York
$695K -$4.66K -15 -0.7%
VCP
624
Verus Capital Partners
Arizona
$690K -$13.7K -44 -2%
NW
625
NewEdge Wealth
Pennsylvania
$683K -$107K -345 -14%