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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 %
AG
751
Advocate Group
Minnesota
$392K -$189K -574 -33%
PWM
752
Perigon Wealth Management
California
$390K +$94.9K +288 +32%
KPWS
753
Kestra Private Wealth Services
Texas
$389K -$18.4K -56 -5%
FCT
754
First Community Trust
Iowa
$388K
VAM
755
Verity Asset Management
North Carolina
$388K +$37.2K +113 +11%
CT
756
Chicago Trust
Illinois
$385K
WP
757
WealthSource Partners
California
$385K -$18.4K -56 -5%
MOS
758
MGO One Seven
Ohio
$383K -$458K -1,389 -54%
FMLI
759
Fukoku Mutual Life Insurance
Japan
$380K
1W
760
1776 Wealth
Georgia
$377K +$114K +347 +43%
CFS
761
Cannon Financial Strategists
Georgia
$375K -$1.65K -5 -0.4%
BFS
762
Bradley Foster & Sargent
Connecticut
$375K +$49.4K +150 +15%
APW
763
Aurora Private Wealth
New Jersey
$372K
MBTD
764
Mechanics Bank - Trust Department
California
$370K +$5.93K +18 +2%
TAM
765
Tealwood Asset Management
Minnesota
$369K
HA
766
Harfst & Associates
Wyoming
$369K -$442K -1,343 -55%
RWM
767
Ritholtz Wealth Management
New York
$369K -$51.4K -156 -12%
UBV
768
United Bank (Virginia)
Virginia
$367K
CQS
769
Credential Qtrade Securities
$367K -$3.62K -11 -1%
MNBTD
770
Moody National Bank Trust Division
Texas
$366K
KP
771
Keel Point
Alabama
$366K +$10.9K +33 +3%
BWM
772
BNC Wealth Management
Oregon
$364K -$2.64M -8,003 -88%
MAP
773
Milestone Advisory Partners
North Carolina
$362K
AA
774
ALPS Advisors
Colorado
$362K +$3.3K +10 +0.9%
WWP
775
WR Wealth Planners
Missouri
$362K +$12.5K +38 +4%