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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 %
MFG
676
Merit Financial Group
Georgia
$472K +$112K +393 +31%
SA
677
Sicart Associates
New York
$472K
AWM
678
Avitas Wealth Management
California
$469K -$15.2K -53 -3%
CCT
679
Capital City Trust
Florida
$467K +$2.29K +8 +0.5%
RJT
680
Raymond James Trust
Florida
$465K +$22.3K +78 +5%
CI Investments Inc
681
CI Investments Inc
Ontario, Canada
$464K +$13.4K +47 +3%
AG
682
Ascent Group
Virginia
$463K +$29.1K +113 +7%
FCBT
683
First Citizens Bank & Trust
North Carolina
$463K +$5.15K +18 +1%
CCM
684
Chilton Capital Management
Texas
$461K -$7.15K -25 -2%
MS
685
Madden Securities
Texas
$460K
FAM
686
Fred Alger Management
New York
$458K
PMG
687
ProVise Management Group
Florida
$457K
MA
688
Montag & Associates
Georgia
$457K +$26.6K +93 +6%
CCA
689
Cadent Capital Advisors
Oklahoma
$457K +$1.14K +4 +0.3%
PWMG
690
Prestige Wealth Management Group
New Jersey
$457K +$15.7K +55 +4%
SP
691
Symmetry Partners
Connecticut
$455K
VSQM
692
V-Square Quantitative Management
Illinois
$451K +$196K +684 +76%
BWM
693
Baystate Wealth Management
Massachusetts
$450K
XF
694
XML Financial
Maryland
$443K +$11.4K +40 +3%
CCA
695
Checchi Capital Advisers
California
$440K -$6.58K -23 -1%
HCM
696
Hengehold Capital Management
Ohio
$439K +$286 +1 +0.1%
HI
697
Horizon Investments
North Carolina
$439K +$5.97K +21 +1%
CGL
698
Clarius Group LLC
Washington
$438K -$110K -386 -20%
CWM
699
Cornerstone Wealth Management
Missouri
$432K +$432K +1,512 New
MIS
700
Morningstar Investment Services
Illinois
$432K -$9.46K -33 -2%