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Rockwell Automation

1,138 hedge funds and large institutions have $30.8B invested in Rockwell Automation in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 419 increasing their positions, 359 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
+34
Holders Change %
+3.08%
% of All Funds
17.95%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
105
Increased
419
Reduced
359
Closed
65
Calls
$127M
Puts
$119M
Net Calls
+$7.99M
Net Calls Change
-$51.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
676
Prelude Capital Management
New York
$511K -$374K -1,134 -42%
RJT
677
Raymond James Trust
Florida
$510K -$388K -1,178 -43%
Wellington Management Group
678
Wellington Management Group
Massachusetts
$509K +$194K +589 +62%
PWMG
679
Prestige Wealth Management Group
New Jersey
$508K +$36.6K +111 +8%
HCM
680
Hengehold Capital Management
Ohio
$506K
APA
681
Astoria Portfolio Advisors
New York
$502K
HI
682
Horizon Investments
North Carolina
$499K +$6.56K +20 +1%
MIS
683
Morningstar Investment Services
Illinois
$499K +$65.8K +203 +15%
SWM
684
SeaCrest Wealth Management
New York
$498K +$15.8K +48 +3%
XF
685
XML Financial
Maryland
$497K +$60.9K +185 +14%
MA
686
Montag & Associates
Georgia
$496K
BL
687
Balentine LLC
Georgia
$495K +$38.9K +118 +9%
WIM
688
Westside Investment Management
California
$494K
CCG
689
Ceeto Capital Group
Florida
$494K
PA
690
Parallel Advisors
California
$493K -$11.9K -36 -2%
FP
691
Foundry Partners
Minnesota
$491K
BCA
692
Bay Colony Advisors
Massachusetts
$489K -$8.24K -25 -2%
Wealth Enhancement Advisory Services
693
Wealth Enhancement Advisory Services
Minnesota
$486K +$32.6K +99 +7%
SBWIC
694
Schaper Benz & Wise Investment Counsel
Wisconsin
$482K +$164K +497 +52%
OIA
695
OneDigital Investment Advisors
Kansas
$478K +$6.92K +21 +1%
BA
696
Bridge Advisory
California
$477K +$1.65K +5 +0.3%
JIC
697
Johnson Investment Counsel
Ohio
$475K +$659 +2 +0.1%
WI
698
Wintrust Investments
Illinois
$474K -$65.6K -199 -12%
GIA
699
Gladstone Institutional Advisory
Florida
$472K +$42.2K +128 +10%
T
700
TCWP
Ohio
$471K -$8.24K -25 -2%