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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 %
FCFS
951
First Command Financial Services
Texas
$106K
CCM
952
CAAS Capital Management
New York
$98.3K +$98.3K +335 New
PFBT
953
Parkside Financial Bank & Trust
Missouri
$91.9K +$17.6K +60 +24%
TWD
954
True Wealth Design
Ohio
$91.3K -$12.6K -43 -12%
HC
955
Hoese & Co
Minnesota
$88.5K
GC
956
Globeflex Capital
California
$88K +$88K +300 New
TWA
957
TCI Wealth Advisors
Arizona
$86.6K -$4.4K -15 -5%
CT
958
Colonial Trust
South Carolina
$86.3K
KFP
959
KB Financial Partners
New Jersey
$86K -$12.7K -43 -13%
EI
960
Ellevest Inc
New York
$84.2K -$6.16K -21 -7%
CFGS
961
Concourse Financial Group Securities
Alabama
$83.6K +$6.16K +21 +8%
KC
962
Kenfarb & Co
Kentucky
$81.3K -$9.68K -33 -11%
FFA
963
Farther Finance Advisors
California
$81K +$21.1K +72 +35%
GWS
964
Glassman Wealth Services
Virginia
$78.6K +$2.35K +8 +3%
MAM
965
Magellan Asset Management
Australia
$78.6K +$9.98K +34 +15%
RFA
966
Resurgent Financial Advisors
Georgia
$77.8K -$107K -363 -58%
VCM
967
Versant Capital Management
Arizona
$76.9K -$587 -2 -0.8%
TF
968
TimeScale Financial
Massachusetts
$76.5K +$586 +2 +0.8%
NECFA
969
New England Capital Financial Advisors
Connecticut
$73.5K
VWM
970
Valley Wealth Managers
New Jersey
$73.4K
WSCM
971
Wellington Shields Capital Management
New York
$73.4K +$73.4K +250 New
BWM
972
BerganKDV Wealth Management
Minnesota
$73.1K
LWA
973
Lowe Wealth Advisors
Maryland
$72.8K
OC
974
Oakworth Capital
Alabama
$71.6K
PB
975
Pinnacle Bancorp
Nebraska
$70.4K +$18.8K +64 +36%