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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 %
LWANC
1001
Laurel Wealth Advisors (North Carolina)
North Carolina
$41.4K +$41.4K +141 New
TFP
1002
Tilia Fiduciary Partners
North Carolina
$40K
BIA
1003
Bell Investment Advisors
California
$39.3K +$1.76K +6 +5%
LS
1004
Livforsakringsbolaget Skandia
Sweden
$39.3K
AAG
1005
Armstrong Advisory Group
Massachusetts
$37.9K
SIS
1006
Strategic Investment Solutions
Illinois
$37.9K +$37.9K +129 New
BWA
1007
BDO Wealth Advisors
Florida
$37.3K
GGI
1008
Godsey & Gibb Inc
Virginia
$36.7K -$106K -362 -74%
FCA
1009
Fortis Capital Advisors
Kansas
$36.7K +$36.7K +125 New
PFA
1010
Pathway Financial Advisers
Indiana
$36K +$293 +1 +0.8%
CB
1011
Community Bank
New York
$35.2K -$10.3K -35 -23%
CSPIA
1012
Cary Street Partners Investment Advisory
Virginia
$33.7K +$22.9K +78 +211%
FP
1013
Financial Perspectives
Minnesota
$32.9K
Commonwealth Equity Services
1014
Commonwealth Equity Services
Massachusetts
$31.8K -$316 -1,077 -1%
PAG
1015
Paladin Advisory Group
Iowa
$30.8K +$30.8K +105 New
AS
1016
Altshuler Shaham
Israel
$29.3K -$22.3K -76 -43%
KC
1017
Knuff & Co
California
$29.3K
LWP
1018
Lumature Wealth Partners
Georgia
$29.3K
PFP
1019
Pinnacle Financial Partners
Tennessee
$29.3K
NHT
1020
New Hampshire Trust
New Hampshire
$29.3K
LF
1021
Lee Financial
Texas
$29.1K +$10.3K +35 +55%
First Manhattan
1022
First Manhattan
New York
$27.6K -$9.1K -31 -25%
WWM
1023
Wolff Wiese Magana
California
$26.7K
EIM
1024
Essex Investment Management
Massachusetts
$26.4K
FHA
1025
First Horizon Advisors
Tennessee
$25.2K +$1.76K +6 +8%