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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 %
CAC
1051
Core Alternative Capital
Georgia
$12.6K +$4.41K +15 +54%
CFD
1052
Creative Financial Designs
Indiana
$11.7K
CT
1053
Clearstead Trust
Maine
$11.7K
OLVIG
1054
Oliver Lagore Vanvalin Investment Group
Michigan
$11.7K
APC
1055
Aspire Private Capital
North Carolina
$11.4K
GFPC
1056
Global Financial Private Client
Florida
$11.4K
BAAM
1057
Baker Avenue Asset Management
California
$11.2K -$293 -1 -3%
SWA
1058
Sutton Wealth Advisors
Florida
$10.9K -$587 -2 -5%
SC
1059
Schubert & Co
Texas
$10.3K -$293 -1 -3%
TAIM
1060
TD Ameritrade Investment Management
Nebraska
$10K
FMP
1061
Financial Management Professionals
Texas
$9K
CA
1062
Crewe Advisors
Utah
$8.8K -$7.04K -24 -44%
MAWCM
1063
Mine & Arao Wealth Creation & Management
California
$7.63K
GWM
1064
Geneos Wealth Management
Colorado
$6.75K
HIA
1065
Harbor Investment Advisory
Maryland
$6.46K
BWAM
1066
Boyd Watterson Asset Management
Ohio
$5.87K
Jones Financial Companies
1067
Jones Financial Companies
Missouri
$5.87K
FWM
1068
Focused Wealth Management
New York
$5.48K
WOC
1069
West Oak Capital
California
$5.28K
IGWM
1070
ICA Group Wealth Management
Colorado
$5.28K
TAM
1071
Tucker Asset Management
Colorado
$5.28K +$5.28K +18 New
TCM
1072
TD Capital Management
Tennessee
$5.01K
MFT
1073
Moisand Fitzgerald Tamayo
Florida
$4.99K
SIC
1074
SJS Investment Consulting
Ohio
$4.7K +$881 +3 +23%
IRC
1075
Investors Research Corp
Georgia
$4.4K