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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 %
T
676
TCWP
Ohio
$427K +$5.58K +19 +1%
BA
677
Bridge Advisory
California
$423K +$1.76K +6 +0.4%
JIC
678
Johnson Investment Counsel
Ohio
$423K +$293 +1 +0.1%
WI
679
Wahed Invest
New York
$421K -$16.4K -56 -4%
PWMG
680
Prestige Wealth Management Group
New Jersey
$420K +$7.04K +24 +2%
OIA
681
OneDigital Investment Advisors
Kansas
$419K +$44K +150 +12%
FAG
682
Fortitude Advisory Group
Washington
$419K
PP
683
Patron Partners
Texas
$418K -$15K -51 -3%
AIP
684
Ameritas Investment Partners
Nebraska
$417K
NRWA
685
North Ridge Wealth Advisors
Oregon
$414K +$414K +1,410 New
EGM
686
Engineers Gate Manager
New York
$412K +$412K +1,404 New
MC
687
Middleton & Co
Massachusetts
$411K
CAM
688
Costello Asset Management
Pennsylvania
$411K
CT
689
Cambridge Trust
Massachusetts
$409K -$168K -573 -29%
APA
690
Astoria Portfolio Advisors
New York
$409K -$21.2K -76 -5%
SEEDPG
691
S.E.E.D. Planning Group
New York
$407K +$104K +354 +34%
CI
692
Cigna Investments
Connecticut
$407K -$10.3K -35 -2%
BL
693
Balentine LLC
Georgia
$407K -$3.23K -11 -0.8%
ET
694
Equitable Trust
Tennessee
$406K
AIA
695
Avalon Investment & Advisory
Texas
$406K -$880 -3 -0.2%
VFA
696
Valeo Financial Advisors
Indiana
$406K +$65.1K +222 +19%
WSTAM
697
Wilbanks Smith & Thomas Asset Management
Virginia
$405K -$17K -58 -4%
AP
698
Adero Partners
California
$405K -$1.76K -6 -0.4%
Wealth Enhancement Advisory Services
699
Wealth Enhancement Advisory Services
Minnesota
$404K +$404K +1,377 New
VAS
700
Vestmark Advisory Solutions
Massachusetts
$401K -$22.3K -76 -5%