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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 %
FAM
651
Formidable Asset Management
Ohio
$518K
CSIC
652
Clifford Swan Investment Counsel
California
$518K -$136K -477 -21%
WI
653
Wahed Invest
New York
$517K +$42K +147 +9%
WT
654
Whittier Trust
California
$514K +$4K +14 +0.8%
CCG
655
Chatham Capital Group
Georgia
$513K
Capstone Investment Advisors
656
Capstone Investment Advisors
New York
$510K +$478K +1,671 +1,479%
PA
657
Procyon Advisors
Connecticut
$508K -$7.15K -25 -1%
SEEDPG
658
S.E.E.D. Planning Group
New York
$507K +$2.57K +9 +0.5%
SWM
659
SeaCrest Wealth Management
New York
$507K +$74.9K +262 +17%
LNC
660
Lincoln National Corp
Pennsylvania
$504K -$26K -91 -5%
TC
661
Telemus Capital
Michigan
$501K
SFI
662
Siemens Fonds Invest
Germany
$495K +$125K +437 +34%
HW
663
Hancock Whitney
Mississippi
$495K +$572 +2 +0.1%
PAS
664
Park Avenue Securities
New York
$493K +$493K +1,726 New
WWG
665
West Wealth Group
California
$491K +$1.72K +6 +0.4%
DC
666
Diametric Capital
Massachusetts
$490K -$503K -1,761 -51%
EWM
667
Evercore Wealth Management
New York
$488K -$15.7K -55 -3%
FFA
668
Fragasso Financial Advisors
Pennsylvania
$485K -$858 -3 -0.2%
TCOV
669
Trust Company of Vermont
Vermont
$485K +$224K +785 +86%
HAIM
670
Hunter Associates Investment Management
Pennsylvania
$485K -$155K -542 -24%
CAI
671
Capital Advisors Inc
Oklahoma
$483K +$133K +466 +38%
MSAM
672
Moloney Securities Asset Management
Missouri
$480K -$10.3K -36 -2%
CCC
673
Chelsea Counsel Company
California
$478K
NL
674
Navalign LLC
California
$477K
DA
675
DCM Advisors
New York
$474K