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 %
SIAG
776
Safeguard Investment Advisory Group
California
$334K +$66.6K +233 +25%
FCT
777
First Community Trust
Iowa
$334K -$2.86K -10 -0.8%
KPWS
778
Kestra Private Wealth Services
Texas
$334K -$4K -14 -1%
HA
779
Harfst & Associates
Wyoming
$332K +$11.4K +40 +4%
FMLI
780
Fukoku Mutual Life Insurance
Japan
$330K
AI
781
Atom Investors
Texas
$329K +$329K +1,152 New
PP
782
Pacifica Partners
Canada
$329K +$329K +1,149 New
AA
783
ALPS Advisors
Colorado
$328K +$13.7K +48 +4%
1W
784
1776 Wealth
Georgia
$327K
CT
785
Chicago Trust
Illinois
$327K -$7.15K -25 -2%
WWP
786
WR Wealth Planners
Missouri
$325K +$11.1K +39 +4%
CFS
787
Cannon Financial Strategists
Georgia
$325K
KA
788
KLCM Advisors
Wisconsin
$325K +$46.3K +162 +17%
PCM
789
Parsons Capital Management
Rhode Island
$324K +$19.4K +68 +6%
BW
790
Bison Wealth
Georgia
$323K +$44.3K +155 +16%
APW
791
Aurora Private Wealth
New Jersey
$323K
DP
792
Dearborn Partners
Illinois
$322K -$200K -700 -38%
SFG
793
SevenBridge Financial Group
Pennsylvania
$321K +$35.7K +125 +13%
TAM
794
Tealwood Asset Management
Minnesota
$320K
UBV
795
United Bank (Virginia)
Virginia
$319K
AFG
796
Allegheny Financial Group
Pennsylvania
$319K +$319K +1,114 New
MNBTD
797
Moody National Bank Trust Division
Texas
$318K
MGIA
798
Moneta Group Investment Advisors
Missouri
$317K -$52.6K -184 -14%
FDCDDQ
799
Federation des caisses Desjardins du Quebec
Quebec, Canada
$316K +$14.3K +50 +5%
BWM
800
BNC Wealth Management
Oregon
$316K