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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 %
BL
701
Balentine LLC
Georgia
$432K +$2K +7 +0.5%
CCG
702
Ceeto Capital Group
Florida
$429K
WIM
703
Westside Investment Management
California
$429K
PA
704
Parallel Advisors
California
$426K -$2K -7 -0.5%
BCA
705
Bay Colony Advisors
Massachusetts
$424K -$572 -2 -0.1%
UCFA
706
United Capital Financial Advisors
Texas
$422K -$79.7K -279 -16%
ACA
707
Aptus Capital Advisors
Alabama
$421K +$421K +1,473 New
SB
708
Simmons Bank
Arkansas
$417K -$74.3K -260 -15%
BA
709
Bridge Advisory
California
$416K +$2.29K +8 +0.6%
LIM
710
Leavell Investment Management
Alabama
$415K +$415K +1,450 New
CCI
711
Credit Capital Investments
New Jersey
$411K +$411K +1,438 New
CTC
712
Central Trust Company
Missouri
$404K +$172K +601 +74%
AWP
713
Ascent Wealth Partners
New York
$403K +$19.4K +68 +5%
NRWA
714
North Ridge Wealth Advisors
Oregon
$403K
STAS
715
Strong Tower Advisory Services
Minnesota
$401K +$6.86K +24 +2%
WSTAM
716
Wilbanks Smith & Thomas Asset Management
Virginia
$401K +$7.43K +26 +2%
PP
717
Patron Partners
Texas
$401K -$7.15K -25 -2%
MC
718
Middleton & Co
Massachusetts
$400K
CAM
719
Costello Asset Management
Pennsylvania
$400K
Verition Fund Management
720
Verition Fund Management
Connecticut
$399K +$93.8K +328 +31%
CT
721
Cambridge Trust
Massachusetts
$399K
SAM
722
Summit Asset Management
Tennessee
$399K +$57.2K +200 +17%
KLC
723
Knowledge Leaders Capital
Colorado
$399K +$399K +1,394 New
CL
724
Choreo LLC
Illinois
$398K -$1.43K -5 -0.4%
ABC
725
Associated Banc-Corp
Wisconsin
$397K +$85.5K +299 +27%