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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 %
NW
776
NewEdge Wealth
Pennsylvania
$304K -$208K -709 -41%
PWMAG
777
Pinnacle Wealth Management Advisory Group
New Jersey
$303K -$293 -1 -0.1%
PWPS
778
Pinnacle Wealth Planning Services
Ohio
$303K -$2.35K -8 -0.8%
LOPW
779
Live Oak Private Wealth
North Carolina
$303K
CCA
780
Column Capital Advisors
Indiana
$300K -$11.2K -38 -4%
KFS
781
Kelly Financial Services
Massachusetts
$300K
WP
782
WMS Partners
Maryland
$298K +$298K +1,016 New
BWFA
783
Baltimore-Washington Financial Advisors
Maryland
$298K
CI
784
Conning Inc
Connecticut
$298K -$3.52K -12 -1%
FFS
785
Founders Financial Securities
Maryland
$297K
SAM
786
Summit Asset Management
Tennessee
$296K -$4.99K -17 -2%
CAC
787
Certified Advisory Corp
Florida
$296K
HI
788
Harbour Investments
Wisconsin
$296K +$8.8K +30 +3%
DAS
789
Dynamic Advisor Solutions
Arizona
$295K +$12.6K +43 +4%
PPWM
790
Paragon Private Wealth Management
Kentucky
$295K
AFG
791
ABLE Financial Group
Arizona
$294K +$294K +1,003 New
HWAM
792
Hennion & Walsh Asset Management
New Jersey
$294K -$29K -99 -9%
FWM
793
FMB Wealth Management
California
$293K
IIM
794
Ipswich Investment Management
Massachusetts
$293K
WSC
795
Wellington Shields & Co
New York
$293K
RIM
796
RW Investment Management
Idaho
$293K
ECM
797
Estabrook Capital Management
New York
$293K
CSA
798
Cottage Street Advisors
Massachusetts
$293K +$293K +1,000 New
SCI
799
S&CO Inc
Massachusetts
$293K
EFL
800
ERn Financial LLC
Wisconsin
$293K +$16.7K +57 +6%