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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 %
TAM
751
Tealwood Asset Management
Minnesota
$329K
UBV
752
United Bank (Virginia)
Virginia
$327K
HH
753
Hilltop Holdings
Texas
$327K +$47.5K +162 +17%
MNBTD
754
Moody National Bank Trust Division
Texas
$326K
IAS
755
Insigneo Advisory Services
Florida
$325K -$4.11K -14 -1%
FDCDDQ
756
Federation des caisses Desjardins du Quebec
Quebec, Canada
$325K -$6.46K -22 -2%
MBTD
757
Mechanics Bank - Trust Department
California
$325K +$325K +1,106 New
CA
758
Clearstead Advisors
Ohio
$324K +$62.2K +212 +24%
MAP
759
Milestone Advisory Partners
North Carolina
$323K
ST
760
Smithfield Trust
Pennsylvania
$320K
AA
761
ALPS Advisors
Colorado
$320K +$320K +1,090 New
ABC
762
Associated Banc-Corp
Wisconsin
$320K -$5.87K -20 -2%
QIM
763
Quantitative Investment Management
Virginia
$319K +$319K +1,090 New
R
764
Rebalance
California
$318K
KP
765
Keel Point
Alabama
$316K +$881 +3 +0.3%
LW
766
Linscomb Wealth
Texas
$313K -$22.6K -77 -7%
CPC
767
Consolidated Planning Corp
Georgia
$313K
PCM
768
Parsons Capital Management
Rhode Island
$312K -$3.52K -12 -1%
VAM
769
Verity Asset Management
North Carolina
$312K +$19.7K +67 +7%
WWP
770
WR Wealth Planners
Missouri
$311K +$21.7K +74 +7%
P
771
Pitcairn
Pennsylvania
$311K
Lido Advisors
772
Lido Advisors
California
$308K +$9.39K +32 +3%
CWM
773
Centric Wealth Management
Illinois
$307K
WWM
774
WJ Wealth Management
Arizona
$305K -$305K -1,040 -50%
SFC
775
Strategic Financial Concepts
Texas
$305K +$305K +1,040 New