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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 %
ACM
826
Acrisure Capital Management
Texas
$273K +$273K +931 New
CCA
827
Cobblestone Capital Advisors
New York
$273K -$117K -400 -30%
MA
828
MCF Advisors
Kentucky
$271K -$17K -58 -6%
BCIM
829
Bishop & Co Investment Management
Pennsylvania
$269K
TCOV
830
Trust Company of Vermont
Vermont
$268K
SMG
831
Smart Money Group
Texas
$267K +$1.13K +4 +0.4%
RIM
832
Rockbridge Investment Management
New York
$266K -$29.3K -100 -10%
PMG
833
Private Management Group
California
$266K
1IA
834
1620 Investment Advisors
Massachusetts
$266K +$266K +33,216 New
FCA
835
FinTrust Capital Advisors
South Carolina
$265K
HI
836
Hudock Inc
Pennsylvania
$265K +$294 +1 +0.1%
IIC
837
Integrated Investment Consultants
Michigan
$264K -$3.82K -13 -1%
AA
838
Argent Advisors
Louisiana
$264K -$29.3K -100 -10%
RC
839
Rovin Capital
Arizona
$264K -$84.5K -288 -24%
IIC
840
Ironwood Investment Counsel
Arizona
$263K +$18.5K +63 +8%
PAS
841
Professional Advisory Services
Florida
$263K
PWM
842
Perigon Wealth Management
California
$263K -$7.92K -27 -3%
BCM
843
Brookstone Capital Management
Illinois
$261K +$17.8K +64 +7%
SB
844
Simmons Bank
Arkansas
$259K +$259K +884 New
FFP
845
FourThought Financial Partners
Florida
$259K
BFM
846
Boston Financial Management
Massachusetts
$258K +$258K +879 New
BAM
847
Blueshift Asset Management
New Jersey
$257K +$257K +875 New
NL
848
NWAM LLC
Washington
$256K -$5.87K -20 -2%
CWG
849
Cornerstone Wealth Group
North Carolina
$255K +$587 +2 +0.2%
FBFS
850
First Business Financial Services
Wisconsin
$254K