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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 %
PP
701
Patron Partners
Texas
$470K +$659 +2 +0.1%
IWM
702
IHT Wealth Management
Illinois
$470K -$96.5K -293 -17%
VAS
703
Vestmark Advisory Solutions
Massachusetts
$470K +$18.8K +57 +4%
SCM
704
Stevens Capital Management
Pennsylvania
$465K +$465K +1,410 New
NRWA
705
North Ridge Wealth Advisors
Oregon
$465K
CAAS
706
Capital Asset Advisory Services
Michigan
$463K +$13.3K +39 +3%
MC
707
Middleton & Co
Massachusetts
$461K
CAM
708
Costello Asset Management
Pennsylvania
$461K
CL
709
Choreo LLC
Illinois
$460K -$72.2K -219 -14%
CT
710
Cambridge Trust
Massachusetts
$460K
CI
711
Cigna Investments
Connecticut
$457K
ET
712
Equitable Trust
Tennessee
$456K
CWS
713
Confluence Wealth Services
Pennsylvania
$455K +$146K +442 +47%
FAG
714
Fortitude Advisory Group
Washington
$455K -$15.8K -48 -3%
STAS
715
Strong Tower Advisory Services
Minnesota
$455K +$5.93K +18 +1%
AP
716
Adero Partners
California
$454K
WSTAM
717
Wilbanks Smith & Thomas Asset Management
Virginia
$454K -$659 -2 -0.1%
AIP
718
Ameritas Investment Partners
Nebraska
$449K -$19.1K -58 -4%
9WM
719
9258 Wealth Management
Ohio
$448K +$659 +2 +0.1%
ACP
720
Aviance Capital Partners
Florida
$447K
AWP
721
Ascent Wealth Partners
New York
$442K +$60K +182 +16%
PA
722
Profund Advisors
Maryland
$439K +$35.3K +107 +9%
NJBEST
723
New Jersey Better Educational Savings Trust
New Jersey
$438K
FPCP
724
Fort Point Capital Partners
California
$432K +$4.94K +15 +1%
PIN
725
Prudent Investors Network
California
$430K