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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 %
SWM
1001
Spire Wealth Management
Virginia
$74.7K 261 +25 +11%
KI
1002
Kapitalo Investimentos
Brazil
$73.8K 258 +258 New
NECFA
1003
New England Capital Financial Advisors
Connecticut
$71.6K 250
VWM
1004
Valley Wealth Managers
New Jersey
$71.5K 250
CT
1005
Clearstead Trust
Maine
$71.5K 250 +210 +525%
HIIFS
1006
Harel Insurance Investments & Financial Services
Israel
$71K 248
RMC
1007
Resources Management Corp
Connecticut
$71K 250 +250 New
LWA
1008
Lowe Wealth Advisors
Maryland
$70.9K 248
OC
1009
Oakworth Capital
Alabama
$69.8K 244 -27 -10%
RL
1010
Rogco LP
Oklahoma
$69.5K 243 +243 New
CAS
1011
Coppell Advisory Solutions
Texas
$67.2K 261 -142 -35%
PB
1012
Pinnacle Bancorp
Nebraska
$65.5K 229
LFA
1013
Legend Financial Advisors
Pennsylvania
$61.5K 215
WBC
1014
West Branch Capital
Massachusetts
$60.9K 213
HBW
1015
Hazlett, Burt & Watson
West Virginia
$60K 211
QC
1016
Quent Capital
New York
$57.2K 200
IBOK
1017
Independence Bank of Kentucky
Kentucky
$57.2K 200
BLC
1018
Brown, Lisle/Cummings
Rhode Island
$57.2K 200
OSNBOA
1019
Old Second National Bank of Aurora
Illinois
$57.2K 200
ZB
1020
Zions Bancorporation
Utah
$56K 196
HFS
1021
Hantz Financial Services
Michigan
$56K 196 +7 +4%
RCM
1022
Raleigh Capital Management
North Carolina
$55.8K 195 +38 +24%
MMG
1023
Monetary Management Group
Missouri
$55.7K 195
TFGT
1024
TS Financial Group (TSFG)
Illinois
$55K 193 +1 +0.5%
C
1025
Covestor
United Kingdom
$54K 190 +111 +141%