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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 %
SWM
976
Spire Wealth Management
Virginia
$69K +$15.9K +54 +30%
CFO
977
CVA Family Office
Colorado
$69K +$1.47K +5 +2%
HIIFS
978
Harel Insurance Investments & Financial Services
Israel
$67K
SSG
979
Summit Securities Group
New York
$66K +$31.5K +107 +91%
LFA
980
Legend Financial Advisors
Pennsylvania
$63.1K
BTI
981
Blue Trust Inc
Georgia
$63K -$421K -1,643 -87%
WBC
982
West Branch Capital
Massachusetts
$62.5K
HBW
983
Hazlett, Burt & Watson
West Virginia
$62K
QC
984
Quent Capital
New York
$58.7K
BLC
985
Brown, Lisle/Cummings
Rhode Island
$58.7K
OSNBOA
986
Old Second National Bank of Aurora
Illinois
$58.7K
IBOK
987
Independence Bank of Kentucky
Kentucky
$58.7K
ZB
988
Zions Bancorporation
Utah
$57.5K -$3.52K -12 -6%
MMG
989
Monetary Management Group
Missouri
$57.2K
TFGT
990
TS Financial Group (TSFG)
Illinois
$56K
HFS
991
Hantz Financial Services
Michigan
$55K
CBT
992
Central Bank & Trust
Kentucky
$54.3K -$18.5K -63 -25%
M
993
MOTCO
Texas
$53.4K
EBA
994
Eagle Bay Advisors
New York
$53.1K -$3.23K -11 -6%
SFCL
995
Strengthening Families & Communities LLC
Massachusetts
$51.5K +$4.37K +147 +9%
IWP
996
IAG Wealth Partners
Wisconsin
$50.2K
DMBA
997
Deseret Mutual Benefit Administrators
Utah
$49.9K
CSWM
998
Cassady Schiller Wealth Management
Ohio
$47K
AAP
999
Arax Advisory Partners
Colorado
$44K +$293 +1 +0.7%
SVCP
1000
Silicon Valley Capital Partners
California
$42.3K +$42.3K +144 New