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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 %
SAM
726
Shell Asset Management
Netherlands
$358K -$1.82M -6,198 -84%
MFG
727
Merit Financial Group
Georgia
$356K -$53.7K -183 -13%
TCPWM
728
Traverso Chambers Private Wealth Management
California
$356K
CFFP
729
Center for Financial Planning
Michigan
$355K +$8.22K +28 +2%
FFN
730
Focus Financial Network
Minnesota
$354K -$23.8K -81 -6%
FIBT
731
First International Bank & Trust
North Dakota
$353K +$353K +1,204 New
CDH
732
Charles D. Hyman
$353K
AFG
733
Atomi Financial Group
New York
$352K +$352K +1,200 New
CAI
734
Capital Advisors Inc
Oklahoma
$351K
BP
735
Ballentine Partners
Massachusetts
$349K -$153K -523 -31%
1WM
736
1900 Wealth Management
Texas
$348K
MGIA
737
Moneta Group Investment Advisors
Missouri
$347K +$61.3K +209 +21%
NO
738
Ninety One
South Africa
$347K -$17.4K -60 -5%
RCAG
739
Rehmann Capital Advisory Group
Michigan
$346K +$8.8K +30 +3%
FCT
740
First Community Trust
Iowa
$346K
CW
741
CreativeOne Wealth
Kansas
$344K -$140K -478 -29%
CT
742
Chicago Trust
Illinois
$343K -$10.3K -35 -3%
AWP
743
Ascent Wealth Partners
New York
$341K -$13.8K -47 -4%
CWM
744
Connecticut Wealth Management
Connecticut
$339K +$27K +92 +9%
FMLI
745
Fukoku Mutual Life Insurance
Japan
$339K
LIA
746
LS Investment Advisors
Michigan
$337K +$337K +1,150 New
CFS
747
Cannon Financial Strategists
Georgia
$335K
CANY
748
Caxton Associates (New York)
New York
$332K +$332K +1,130 New
APW
749
Aurora Private Wealth
New Jersey
$331K
CQS
750
Credential Qtrade Securities
$330K -$9.98K -34 -3%