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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 %
STAS
701
Strong Tower Advisory Services
Minnesota
$400K +$587 +2 +0.1%
ACP
702
Aviance Capital Partners
Florida
$398K -$11.7K -40 -3%
9WM
703
9258 Wealth Management
Ohio
$398K +$8.21K +28 +2%
NJBEST
704
New Jersey Better Educational Savings Trust
New Jersey
$390K
XF
705
XML Financial
Maryland
$389K +$73.4K +250 +23%
CAAS
706
Capital Asset Advisory Services
Michigan
$386K -$816K -2,780 -68%
MIS
707
Morningstar Investment Services
Illinois
$383K +$383K +1,337 New
GIA
708
Gladstone Institutional Advisory
Florida
$383K -$154K -526 -29%
PIN
709
Prudent Investors Network
California
$383K
VBCG
710
Valley Brook Capital Group
Pennsylvania
$381K
FBC
711
Fairfield, Bush & Co
Connecticut
$381K +$381K +1,300 New
FPCP
712
Fort Point Capital Partners
California
$380K +$29.9K +102 +9%
SFI
713
Siemens Fonds Invest
Germany
$379K -$4.4K -15 -1%
WP
714
WealthPLAN Partners
Nebraska
$377K -$55.2K -188 -13%
ARMT
715
Amica Retiree Medical Trust
Rhode Island
$375K -$50.8K -173 -12%
RWM
716
Ritholtz Wealth Management
New York
$374K +$22.3K +76 +6%
CGA
717
Crescent Grove Advisors
Illinois
$371K
CCMG
718
Clark Capital Management Group
Pennsylvania
$369K +$369K +1,257 New
CA
719
Centerpoint Advisors
Massachusetts
$367K
MAWA
720
Moss Adams Wealth Advisors
Washington
$364K +$364K +1,240 New
KPWS
721
Kestra Private Wealth Services
Texas
$363K +$59.3K +202 +20%
PA
722
Profund Advisors
Maryland
$360K -$14.1K -48 -4%
GVAG
723
Great Valley Advisor Group
Delaware
$360K +$12.6K +43 +4%
WP
724
WealthSource Partners
California
$359K
SAM
725
Steinberg Asset Management
New York
$359K