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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 %
1W
876
1776 Wealth
Georgia
$234K +$234K +798 New
CI
877
CX Institutional
Indiana
$232K +$232K +793 New
TSS
878
Two Sigma Securities
New York
$232K -$19.7K -67 -8%
BW
879
Bison Wealth
Georgia
$231K
BB
880
Bell Bank
North Dakota
$231K
PAM
881
Panagora Asset Management
Massachusetts
$229K -$446K -1,521 -66%
SPIA
882
Steward Partners Investment Advisory
New York
$229K -$1.29M -4,393 -85%
APWM
883
Argonautica Private Wealth Management
Massachusetts
$228K
CLOS
884
Compagnie Lombard Odier SCmA
Switzerland
$227K +$106K +360 +87%
FFA
885
Founders Financial Alliance
North Carolina
$224K +$224K +764 New
SCM
886
Shelton Capital Management
Colorado
$222K +$222K +758 New
HR
887
Howe & Rusling
New York
$222K +$222K +757 New
ZIMP
888
Zimmermann Investment Management & Planning
Pennsylvania
$222K +$222K +757 New
HCM
889
Hollencrest Capital Management
California
$218K +$216K +737 +10,529%
PFM
890
Parsec Financial Management
North Carolina
$218K +$218K +742 New
JSAM
891
J. Safra Asset Management
New York
$217K +$217K +740 New
HDIM
892
Hanson & Doremus Investment Management
Vermont
$217K -$2.34K -8 -1%
ST
893
Sabal Trust
Florida
$216K +$216K +736 New
AWM
894
Aries Wealth Management
Maine
$215K +$215K +733 New
FGA
895
Fortis Group Advisors
New Jersey
$215K +$215K +759 New
EBT
896
Enterprise Bank & Trust
Massachusetts
$215K +$215K +731 New
KBFS
897
Kohmann Bosshard Financial Services
Ohio
$214K +$214K +729 New
DP
898
Dearborn Partners
Illinois
$213K -$374K -1,275 -64%
DFCM
899
Dark Forest Capital Management
Puerto Rico
$212K +$212K +724 New
OTL
900
Oak Thistle LLC
New York
$212K +$212K +723 New