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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 %
MIA
801
Milestone Investment Advisors
Wisconsin
$292K +$292K +996 New
CIAS
802
Capital Investment Advisory Services
North Carolina
$290K -$23.5K -80 -7%
TIA
803
Tiemann Investment Advisors
California
$290K
BFS
804
Bradley Foster & Sargent
Connecticut
$290K
KIG
805
Kowal Investment Group
Wisconsin
$289K +$1.17K +4 +0.4%
GI
806
Gradient Investments
Minnesota
$289K
PWW
807
Pettyjohn Wood & White
Virginia
$288K
FNBT
808
FineMark National Bank & Trust
Florida
$288K -$29.3K -100 -9%
SWA
809
SFMG Wealth Advisors
Texas
$286K +$1.47K +5 +0.5%
KA
810
KLCM Advisors
Wisconsin
$286K -$2.05K -7 -0.7%
AF
811
Advisornet Financial
Minnesota
$283K +$17K +58 +6%
SBWIC
812
Schaper Benz & Wise Investment Counsel
Wisconsin
$283K +$283K +965 New
CRWM
813
Castle Rock Wealth Management
California
$282K
WTA
814
Washington Trust Advisors
Massachusetts
$282K +$124K +424 +79%
Wellington Management Group
815
Wellington Management Group
Massachusetts
$281K -$123K -418 -30%
HL
816
HeadInvest LLC
Maine
$280K
FRM
817
Fox Run Management
Connecticut
$280K +$280K +955 New
MS
818
Marshall & Sullivan
Washington
$279K
PP
819
Pegasus Partners
Wisconsin
$279K
QCG
820
Quadrant Capital Group
Ohio
$278K +$13.5K +46 +5%
BC
821
Bowman & Company
Wisconsin
$278K
SIAG
822
Safeguard Investment Advisory Group
California
$277K +$587 +2 +0.2%
AWM
823
Accurate Wealth Management
Florida
$277K +$11.3K +41 +4%
CWS
824
Confluence Wealth Services
Pennsylvania
$276K
VSQM
825
V-Square Quantitative Management
Illinois
$275K +$275K +936 New