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Rockwell Automation

1,129 hedge funds and large institutions have $26.5B invested in Rockwell Automation in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 425 increasing their positions, 363 reducing their positions, and 95 closing their positions.

Holders
1,129
Holders Change
-8
Holders Change %
-0.7%
% of All Funds
18%
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
425
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 %
FMTC
851
Farmers & Merchants Trust Company
California
$274K +$73.2K +256 +36%
CIAS
852
Capital Investment Advisory Services
North Carolina
$274K -$8.58K -30 -3%
CCA
853
Cobblestone Capital Advisors
New York
$273K +$42.9K +150 +19%
NFG
854
Nations Financial Group
Iowa
$272K +$72.4K +253 +36%
PP
855
Pegasus Partners
Wisconsin
$272K
MS
856
Marshall & Sullivan
Washington
$272K
FSA
857
Financial Security Advisor
Virginia
$272K +$272K +949 New
HL
858
HeadInvest LLC
Maine
$271K
PL
859
Plancorp LLC
Missouri
$271K +$271K +947 New
WAP
860
Wealthcare Advisory Partners
Pennsylvania
$271K -$8K -28 -3%
SMG
861
Smart Money Group
Texas
$270K
PMG
862
Private Management Group
California
$269K +$14.3K +50 +6%
EA
863
Emerald Advisers
Pennsylvania
$268K +$23.5K +82 +10%
BAM
864
Blueshift Asset Management
New Jersey
$267K +$267K +935 New
PPWM
865
Paragon Private Wealth Management
Kentucky
$266K -$20K -70 -7%
TSS
866
Two Sigma Securities
New York
$266K -$4.57K -16 -2%
CI
867
Conning Inc
Connecticut
$266K
PAA
868
Peregrine Asset Advisers
Oregon
$264K +$264K +924 New
EFL
869
ERn Financial LLC
Wisconsin
$264K -$21.1K -74 -7%
PWMAG
870
Pinnacle Wealth Management Advisory Group
New Jersey
$262K -$13.7K -48 -5%
BC
871
Bowman & Company
Wisconsin
$261K -$9.43K -33 -3%
SPIA
872
Steward Partners Investment Advisory
New York
$260K +$12K +42 +5%
HI
873
Hudock Inc
Pennsylvania
$258K +$286 +1 +0.1%
CFA
874
Cahill Financial Advisors
Minnesota
$257K -$2K -7 -0.8%
AA
875
Argent Advisors
Louisiana
$257K