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 %
MBTD
801
Mechanics Bank - Trust Department
California
$316K -$5.15K -18 -2%
AFG
802
Atomi Financial Group
New York
$316K -$28.3K -99 -8%
MAP
803
Milestone Advisory Partners
North Carolina
$314K
CA
804
CoreCap Advisors
Michigan
$313K -$49.5K -173 -14%
P
805
Pitcairn
Pennsylvania
$311K +$10.3K +36 +3%
CQS
806
Credential Qtrade Securities
$311K -$8K -28 -3%
PWM
807
Perigon Wealth Management
California
$310K -$28K -98 -8%
CWM
808
Connecticut Wealth Management
Connecticut
$310K -$1.72K -6 -0.5%
R
809
Rebalance
California
$310K
BP
810
Ballentine Partners
Massachusetts
$309K -$1.72K -6 -0.6%
QCG
811
Quadrant Capital Group
Ohio
$308K +$59.2K +207 +24%
KP
812
Keel Point
Alabama
$306K -$11.4K -40 -4%
LW
813
Linscomb Wealth
Texas
$305K
Lido Advisors
814
Lido Advisors
California
$302K +$11.7K +41 +4%
FP
815
Foundry Partners
Minnesota
$301K -$125K -436 -29%
SIA
816
Schechter Investment Advisors
Michigan
$300K +$61.7K +216 +26%
HCM
817
Highlander Capital Management
New Jersey
$300K +$300K +1,048 New
KFS
818
Kelly Financial Services
Massachusetts
$299K +$4K +14 +1%
SFC
819
Strategic Financial Concepts
Texas
$299K +$858 +3 +0.3%
CWM
820
Centric Wealth Management
Illinois
$298K
CRWM
821
Castle Rock Wealth Management
California
$296K
PWPS
822
Pinnacle Wealth Planning Services
Ohio
$295K
LOPW
823
Live Oak Private Wealth
North Carolina
$295K
HI
824
Harbour Investments
Wisconsin
$294K +$8.86K +31 +3%
JCM
825
Jacobi Capital Management
Pennsylvania
$294K -$286 -1 -0.1%