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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 %
MC
626
Moors & Cabot
Massachusetts
$599K +$572 +2 +0.1%
CSS
627
Cubist Systematic Strategies
Connecticut
$598K +$598K +2,092 New
AF
628
Allworth Financial
California
$597K +$2.29K +8 +0.4%
WWM
629
WJ Wealth Management
Arizona
$595K
DA
630
Drake & Associates
Wisconsin
$592K
IIC
631
Integrated Investment Consultants
Michigan
$592K +$326K +1,139 +122%
HSA
632
HBK Sorce Advisory
Pennsylvania
$590K +$8.01K +28 +1%
MIM
633
MTM Investment Management
South Carolina
$584K +$28.6K +100 +5%
BFM
634
Boston Financial Management
Massachusetts
$584K -$200K -700 -26%
Wellington Management Group
635
Wellington Management Group
Massachusetts
$579K +$137K +480 +31%
RWA
636
Ropes Wealth Advisors
Massachusetts
$576K +$50K +175 +10%
EIG
637
Ellenbecker Investment Group
Wisconsin
$576K
FAB
638
First American Bank
Illinois
$576K +$4K +14 +0.7%
UM
639
Ulysses Management
New York
$572K +$572K +2,000 New
MA
640
Mutual Advisors
Nebraska
$564K +$28.9K +101 +5%
CIA
641
Capital Investment Advisors
Georgia
$559K +$60.9K +213 +12%
MHIC
642
Marble Harbor Investment Counsel
Massachusetts
$546K
TCA
643
Transcend Capital Advisors
New Jersey
$544K -$10.3K -36 -2%
WBC
644
Westpac Banking Corp
Australia
$543K +$543K +1,900 New
PHIC
645
Pine Haven Investment Counsel
Massachusetts
$538K
VFA
646
Valeo Financial Advisors
Indiana
$537K +$189K +661 +54%
IAS
647
Insigneo Advisory Services
Florida
$537K +$52.6K +184 +11%
AC
648
Addison Capital
Pennsylvania
$531K
JIC
649
Johnson Investment Counsel
Ohio
$523K +$110K +386 +27%
HH
650
Hilltop Holdings
Texas
$521K -$5.15K -18 -1%