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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 %
BBHC
926
Brown Brothers Harriman & Co
New York
$157K +$5.28K +18 +3%
CSB
927
City State Bank
Iowa
$156K
BAM
928
Belpointe Asset Management
Nevada
$156K +$81K +276 +109%
TF
929
Tompkins Financial
New York
$151K
AWM
930
Accel Wealth Management
Iowa
$149K
HRC
931
Hoertkorn Richard Charles
$147K
SS
932
Sunbelt Securities
Texas
$146K +$146K +509 New
AA
933
AlphaMark Advisors
Kentucky
$142K +$293 +1 +0.2%
TCWA
934
Ten Capital Wealth Advisors
Washington
$140K +$140K +478 New
PP
935
Paloma Partners
Connecticut
$136K -$165K -562 -55%
IA
936
IFP Advisors
Florida
$134K -$248K -2,249 -65%
EWM
937
Endurance Wealth Management
Rhode Island
$132K +$132K +450 New
NIMI
938
Natixis Investment Managers International
France
$125K -$94.8K -323 -43%
AssetMark Inc
939
AssetMark Inc
California
$124K +$6.16K +21 +5%
PO
940
Private Ocean
California
$123K
BCMLT
941
Beacon Capital Management LLC (Tennessee)
Tennessee
$122K
GBT
942
Grove Bank & Trust
Florida
$121K -$3.52K -12 -3%
AA
943
Alta Advisers
United Kingdom
$117K
TIM
944
Thompson Investment Management
Wisconsin
$117K +$117K +400 New
MIHAS
945
Maj Invest Holding A/S
Denmark
$117K +$117K +400 New
HGERS
946
Householder Group Estate & Retirement Specialist
Arizona
$116K +$116K +395 New
WTC
947
WhitTier Trust Company
Nevada
$110K -$15.3K -52 -12%
ANBT
948
American National Bank & Trust
Texas
$109K +$4.4K +15 +4%
ADL
949
Asset Dedication LLC
California
$107K +$22.2K +75 +26%
FCB
950
First Command Bank
Texas
$106K