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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 Market Value Shares Shares
Change
Shares
Change %
FPFS
951
First Personal Financial Services
North Carolina
$200K 700 +700 New
HDIM
952
Hanson & Doremus Investment Management
Vermont
$200K 699 -29 -4%
AAG
953
Armstrong Advisory Group
Massachusetts
$200K 698 +604 +643%
CSPIA
954
Cary Street Partners Investment Advisory
Virginia
$190K 665 +616 +1,257%
SIM
955
Sentry Investment Management
Wisconsin
$190K 663 -1,852 -74%
LC
956
Lindbrook Capital
California
$184K 644 -8 -1%
Acadian Asset Management
957
Acadian Asset Management
Massachusetts
$183K 646 -1,226 -65%
TPCW
958
TD Private Client Wealth
New York
$178K 624 -52 -8%
PAM
959
Paradigm Asset Management
New York
$172K 600
VNA
960
Valley National Advisers
Pennsylvania
$165K 577 -1,135 -66%
EWA
961
EverSource Wealth Advisors
Alabama
$164K 573 -64 -10%
AWM
962
Avior Wealth Management
Nebraska
$163K 570
BBHC
963
Brown Brothers Harriman & Co
New York
$157K 550 +19 +4%
MFA
964
McClarren Financial Advisors
Pennsylvania
$152K 534
CSB
965
City State Bank
Iowa
$152K 530
DJSG
966
D.J. St. Germain
Massachusetts
$152K 531 +6 +1%
OP
967
ORG Partners
Indiana
$151K 527
ANBT
968
American National Bank & Trust
Texas
$150K 524 +151 +40%
TF
969
Tompkins Financial
New York
$148K 516
SS
970
Sunbelt Securities
Texas
$146K 511 +1 +0.2%
WTC
971
WhitTier Trust Company
Nevada
$144K 504
HRC
972
Hoertkorn Richard Charles
$143K 500
AS
973
AM Squared
Hong Kong
$143K 500 +500 New
AssetMark Inc
974
AssetMark Inc
California
$138K 483 +24 +5%
BCMLT
975
Beacon Capital Management LLC (Tennessee)
Tennessee
$135K 409