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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 %
MWM
826
Modera Wealth Management
New Jersey
$314K +$314K +952 New
MS
827
Marshall & Sullivan
Washington
$313K
PP
828
Pegasus Partners
Wisconsin
$313K
BC
829
Bowman & Company
Wisconsin
$312K
TSS
830
Two Sigma Securities
New York
$312K +$51.7K +157 +20%
BCM
831
Brookstone Capital Management
Illinois
$311K +$6.18K +19 +2%
SMG
832
Smart Money Group
Texas
$311K +$989 +3 +0.3%
EST
833
EA Series Trust
Pennsylvania
$311K +$311K +945 New
EF
834
Empowered Funds
Pennsylvania
$311K +$311K +945 New
SIAG
835
Safeguard Investment Advisory Group
California
$309K -$2.63K -8 -0.8%
IIC
836
Integrated Investment Consultants
Michigan
$307K +$10.5K +32 +4%
CI
837
Conning Inc
Connecticut
$306K -$28K -85 -8%
TCOV
838
Trust Company of Vermont
Vermont
$300K -$329 -1 -0.1%
CFA
839
Cahill Financial Advisors
Minnesota
$299K +$299K +907 New
HI
840
Hudock Inc
Pennsylvania
$297K +$330 +1 +0.1%
AA
841
Argent Advisors
Louisiana
$297K
PAS
842
Professional Advisory Services
Florida
$295K
VSQM
843
V-Square Quantitative Management
Illinois
$295K -$13.5K -41 -4%
PMG
844
Private Management Group
California
$294K -$5.27K -16 -2%
QCG
845
Quadrant Capital Group
Ohio
$287K -$25K -76 -8%
FFP
846
FourThought Financial Partners
Florida
$286K -$4.29K -13 -1%
SPIA
847
Steward Partners Investment Advisory
New York
$286K +$28.7K +87 +11%
FBFS
848
First Business Financial Services
Wisconsin
$286K
KFI
849
Key Financial Inc
Pennsylvania
$285K +$4.94K +15 +2%
HL
850
HeadInvest LLC
Maine
$283K