ROK icon

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 %
FG
851
Foster Group
Iowa
$252K +$8.22K +28 +3%
KFI
852
Key Financial Inc
Pennsylvania
$250K
HCM
853
Howland Capital Management
Massachusetts
$249K
PTC
854
Philadelphia Trust Company
Pennsylvania
$249K
TWM
855
Tradition Wealth Management
Minnesota
$248K +$879 +3 +0.4%
SFG
856
SevenBridge Financial Group
Pennsylvania
$247K +$247K +842 New
FCM
857
Fourpath Capital Management
Oklahoma
$246K
SIA
858
Schechter Investment Advisors
Michigan
$245K +$10.6K +36 +5%
GLR
859
Great Lakes Retirement
Ohio
$245K +$245K +833 New
MCM
860
Maple Capital Management
Vermont
$243K +$243K +829 New
T
861
TRUADVICE
Florida
$242K +$7.37K +26 +3%
IAIM
862
International Assets Investment Management
Florida
$239K -$169K -577 -41%
H
863
HoyleCohen
California
$239K +$7.34K +25 +3%
CTC
864
Central Trust Company
Missouri
$238K -$1.17K -4 -0.5%
LFAS
865
Level Four Advisory Services
Texas
$238K -$26.4K -90 -10%
TFM
866
TFC Financial Management
Massachusetts
$237K +$18.5K +63 +8%
CFA
867
CWS Financial Advisors
Michigan
$237K -$3.23K -11 -1%
WTFG
868
Wells Trecaso Financial Group
Ohio
$237K +$2.64K +9 +1%
BC
869
Bridgefront Capital
Texas
$237K +$237K +806 New
MWM
870
Merriman Wealth Management
Washington
$236K +$587 +2 +0.2%
NB
871
Nicolet Bankshares
Wisconsin
$236K +$3.23K +11 +1%
CNC
872
Citizens & Northern Corp
Pennsylvania
$235K
ACM
873
Advance Capital Management
Michigan
$235K
JCM
874
Jacobi Capital Management
Pennsylvania
$235K
OKSA
875
O'Keefe Stevens Advisory
New York
$235K