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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 %
RG
876
Rathbones Group
United Kingdom
$254K +$254K +887 New
FHA
877
First Horizon Advisors
Tennessee
$253K +$226K +790 +840%
IAIM
878
International Assets Investment Management
Florida
$249K +$13.1K +46 +6%
IWM
879
IHT Wealth Management
Illinois
$249K -$159K -555 -39%
FBFS
880
First Business Financial Services
Wisconsin
$248K
PFA
881
Pure Financial Advisors
California
$248K +$44K +154 +22%
KFI
882
Key Financial Inc
Pennsylvania
$248K
FFP
883
FourThought Financial Partners
Florida
$247K -$572 -2 -0.2%
TW
884
TrinityPoint Wealth
Connecticut
$247K +$20.6K +72 +9%
TWM
885
Tradition Wealth Management
Minnesota
$246K +$859 +3 +0.4%
NL
886
NWAM LLC
Washington
$246K -$34.6K -121 -12%
PAS
887
Professional Advisory Services
Florida
$243K -$12.9K -45 -5%
AWM
888
Accurate Wealth Management
Florida
$243K -$99.2K -341 -29%
FNBT
889
FineMark National Bank & Trust
Florida
$242K -$37.7K -132 -13%
GW
890
GW & Wade
Massachusetts
$242K +$242K +846 New
MA
891
MCF Advisors
Kentucky
$242K +$17.4K +61 +8%
FG
892
Foster Group
Iowa
$239K
IIC
893
Ironwood Investment Counsel
Arizona
$239K
MCM
894
Maple Capital Management
Vermont
$237K
BWFA
895
Baltimore-Washington Financial Advisors
Maryland
$233K
ACI
896
Alpha Cubed Investments
California
$231K +$231K +808 New
AU
897
Algebris (UK)
United Kingdom
$231K +$231K +806 New
ACM
898
Advance Capital Management
Michigan
$229K +$572 +2 +0.3%
T
899
TOBAM
France
$229K +$69.7K +244 +44%
WTFG
900
Wells Trecaso Financial Group
Ohio
$229K