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Rockwell Automation

1,104 hedge funds and large institutions have $27.2B invested in Rockwell Automation in 2023 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 363 increasing their positions, 383 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
+52
Holders Change %
+4.94%
% of All Funds
17.67%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
131
Increased
363
Reduced
383
Closed
63
Calls
$152M
Puts
$92.4M
Net Calls
+$59.7M
Net Calls Change
+$29.7M
Name Holding Trade Value Shares
Change
Shares
Change %
HT
626
Headlands Technologies
Illinois
$532K +$532K +1,814 New
FAM
627
Formidable Asset Management
Ohio
$532K -$5.83K -20 -1%
EDRH
628
Edmond de Rothschild Holding
Switzerland
$530K -$199K -677 -27%
CCG
629
Chatham Capital Group
Georgia
$526K
CIA
630
Choate Investment Advisors
Massachusetts
$524K
RWA
631
Ropes Wealth Advisors
Massachusetts
$523K +$175K +598 +51%
WAP
632
Wealthcare Advisory Partners
Pennsylvania
$522K -$51.4K -175 -9%
EWM
633
Evercore Wealth Management
New York
$521K -$1.76K -6 -0.3%
B
634
Bailard
California
$521K +$68.4K +233 +15%
IC
635
Inscription Capital
Texas
$519K +$17.6K +60 +4%
AG
636
Advocate Group
Minnesota
$517K -$248K -844 -32%
TC
637
Telemus Capital
Michigan
$514K
CIA
638
Capital Investment Advisors
Georgia
$512K +$880 +3 +0.2%
AG
639
Ascent Group
Virginia
$510K +$91.3K +311 +22%
LNC
640
Lincoln National Corp
Pennsylvania
$506K +$60.2K +205 +13%
AWM
641
Avitas Wealth Management
California
$505K -$14.7K -50 -3%
IWM
642
IHT Wealth Management
Illinois
$505K -$91.3K -311 -15%
WWG
643
West Wealth Group
California
$501K +$2.05K +7 +0.4%
FFA
644
Fragasso Financial Advisors
Pennsylvania
$500K +$6.75K +23 +1%
VNA
645
Valley National Advisers
Pennsylvania
$496K +$4.42K +16 +0.9%
PA
646
Procyon Advisors
Connecticut
$494K
CCC
647
Chelsea Counsel Company
California
$491K -$5.87K -20 -1%
NL
648
Navalign LLC
California
$488K +$2.05K +7 +0.4%
DA
649
DCM Advisors
New York
$486K -$1.76K -6 -0.4%
SA
650
Sicart Associates
New York
$484K -$5.87K -20 -1%