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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 %
FFM
901
Forum Financial Management
Illinois
$212K +$212K +722 New
HBT
902
Hills Bank & Trust
Iowa
$210K
GA
903
Geller Advisors
New York
$210K +$210K +715 New
PFA
904
Pure Financial Advisors
California
$209K +$209K +712 New
HP
905
Hilltop Partners
Indiana
$209K +$209K +711 New
NFG
906
Nations Financial Group
Iowa
$207K +$207K +706 New
FMTC
907
Farmers & Merchants Trust Company
California
$206K -$28.8K -98 -12%
AI
908
Accredited Investors
Minnesota
$206K +$206K +701 New
PAI
909
Pittenger & Anderson Inc
Nebraska
$204K
WCP
910
Welch Capital Partners
New York
$204K +$204K +696 New
TIM
911
Tevis Investment Management
Texas
$204K +$204K +695 New
DTL
912
Dynamic Technology Lab
Singapore
$203K +$203K +691 New
RIA
913
Regal Investment Advisors
Michigan
$203K -$377K -1,286 -65%
GRP
914
Global Retirement Partners
California
$201K +$70.5K +253 +54%
EWA
915
EP Wealth Advisors
California
$198K +$101K +5,163 +104%
TPCW
916
TD Private Client Wealth
New York
$196K -$477K -1,627 -71%
LC
917
Lindbrook Capital
California
$194K +$53.4K +182 +38%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
918
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$193K -$12.9M -43,860 -99%
EWA
919
EverSource Wealth Advisors
Alabama
$190K -$22K -75 -10%
CBC
920
Coombe, Bender & Co
New York
$178K +$22K +75 +14%
PCM
921
Penserra Capital Management
California
$177K
CSPAM
922
Cary Street Partners Asset Management
Virginia
$176K
AWM
923
Avior Wealth Management
Nebraska
$164K -$78.6K -268 -32%
T
924
TOBAM
France
$164K -$34.7K -118 -17%
MFA
925
McClarren Financial Advisors
Pennsylvania
$160K +$586 +2 +0.4%