ROK icon

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 %
ET
726
Equitable Trust
Tennessee
$396K
CWS
727
Confluence Wealth Services
Pennsylvania
$395K
AP
728
Adero Partners
California
$394K +$286 +1 +0.1%
FCA
729
FinTrust Capital Advisors
South Carolina
$394K +$98.9K +346 +34%
AIP
730
Ameritas Investment Partners
Nebraska
$390K
GIA
731
Gladstone Institutional Advisory
Florida
$390K -$19.7K -69 -5%
9WM
732
9258 Wealth Management
Ohio
$388K
ACP
733
Aviance Capital Partners
Florida
$388K
HCM
734
Hutchinson Capital Management
California
$388K -$57.5K -201 -13%
PCM
735
Prelude Capital Management
New York
$385K -$58.6K -205 -13%
APA
736
Astoria Portfolio Advisors
New York
$385K -$263 -1 -0.1%
FAG
737
Fortitude Advisory Group
Washington
$380K -$14K -49 -4%
NJBEST
738
New Jersey Better Educational Savings Trust
New Jersey
$380K
FPCP
739
Fort Point Capital Partners
California
$380K +$5.43K +19 +1%
DAS
740
Dynamic Advisor Solutions
Arizona
$376K +$78.6K +275 +26%
PA
741
Profund Advisors
Maryland
$375K -$6K -21 -2%
BFS
742
Bradley Foster & Sargent
Connecticut
$375K
WI
743
Wintrust Investments
Illinois
$374K -$36.8K -129 -9%
CC
744
Corton Capital
Ontario, Canada
$373K +$65.2K +228 +21%
PIN
745
Prudent Investors Network
California
$373K
QCM
746
Quantinno Capital Management
New York
$372K +$139K +486 +60%
VBCG
747
Valley Brook Capital Group
Pennsylvania
$372K
1WM
748
1900 Wealth Management
Texas
$365K -$7.15K -25 -2%
TCOO
749
Trust Company of Oklahoma
Oklahoma
$364K -$143K -500 -28%
FFN
750
Focus Financial Network
Minnesota
$364K +$286 +1 +0.1%