ROK icon

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 %
CRWM
801
Castle Rock Wealth Management
California
$332K
AFG
802
ABLE Financial Group
Arizona
$330K
PPWM
803
Paragon Private Wealth Management
Kentucky
$330K -$988 -3 -0.3%
FFS
804
Founders Financial Securities
Maryland
$329K -$3.95K -12 -1%
IIM
805
Ipswich Investment Management
Massachusetts
$329K
RIM
806
RW Investment Management
Idaho
$329K
CSA
807
Cottage Street Advisors
Massachusetts
$329K
WSC
808
Wellington Shields & Co
New York
$329K
FWM
809
FMB Wealth Management
California
$329K
ECM
810
Estabrook Capital Management
New York
$329K
SCI
811
S&CO Inc
Massachusetts
$329K
HI
812
Harbour Investments
Wisconsin
$329K -$2.97K -9 -0.9%
EFL
813
ERn Financial LLC
Wisconsin
$329K
SFG
814
SevenBridge Financial Group
Pennsylvania
$328K +$51.1K +155 +18%
GI
815
Gradient Investments
Minnesota
$327K +$2.64K +8 +0.8%
AF
816
Advisornet Financial
Minnesota
$327K +$8.57K +26 +3%
CIAS
817
Capital Investment Advisory Services
North Carolina
$325K
TIA
818
Tiemann Investment Advisors
California
$325K
PWW
819
Pettyjohn Wood & White
Virginia
$324K
NL
820
NWAM LLC
Washington
$323K +$36.2K +110 +13%
FNBT
821
FineMark National Bank & Trust
Florida
$323K
BW
822
Bison Wealth
Georgia
$322K +$39.9K +121 +14%
WAP
823
Wealthcare Advisory Partners
Pennsylvania
$321K -$265K -803 -45%
KA
824
KLCM Advisors
Wisconsin
$321K
PWMAG
825
Pinnacle Wealth Management Advisory Group
New Jersey
$318K -$22.7K -69 -7%