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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 %
EA
851
Emerald Advisers
Pennsylvania
$282K +$282K +856 New
ST
852
Smithfield Trust
Pennsylvania
$282K -$78.3K -238 -22%
TWM
853
Tradition Wealth Management
Minnesota
$282K +$3.29K +10 +1%
RIA
854
Regal Investment Advisors
Michigan
$282K +$54K +164 +24%
FCM
855
Fourpath Capital Management
Oklahoma
$276K
FG
856
Foster Group
Iowa
$275K -$7.25K -22 -3%
IIC
857
Ironwood Investment Counsel
Arizona
$275K -$20.8K -63 -7%
GLR
858
Great Lakes Retirement
Ohio
$275K +$330 +1 +0.1%
SIA
859
Schechter Investment Advisors
Michigan
$275K -$659 -2 -0.2%
RIM
860
Rockbridge Investment Management
New York
$274K -$24.7K -75 -8%
IAIM
861
International Assets Investment Management
Florida
$273K +$4.94K +15 +2%
MCM
862
Maple Capital Management
Vermont
$273K
GA
863
Geller Advisors
New York
$273K +$37.6K +114 +16%
PFP
864
Pinnacle Financial Partners
Tennessee
$272K +$239K +725 +725%
QCM
865
Quantinno Capital Management
New York
$269K +$269K +816 New
BWFA
866
Baltimore-Washington Financial Advisors
Maryland
$269K -$65.9K -200 -20%
RC
867
Rovin Capital
Arizona
$268K -$28.7K -87 -10%
CTC
868
Central Trust Company
Missouri
$268K
CFA
869
CWS Financial Advisors
Michigan
$267K
FCA
870
FinTrust Capital Advisors
South Carolina
$265K
CCA
871
Cobblestone Capital Advisors
New York
$265K -$41.2K -125 -13%
MWM
872
Merriman Wealth Management
Washington
$264K -$659 -2 -0.2%
WTFG
873
Wells Trecaso Financial Group
Ohio
$264K -$2.97K -9 -1%
CNC
874
Citizens & Northern Corp
Pennsylvania
$264K
ACM
875
Advance Capital Management
Michigan
$264K