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Rockwell Automation

1,137 hedge funds and large institutions have $30.8B invested in Rockwell Automation in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 418 increasing their positions, 359 reducing their positions, and 65 closing their positions.

Holders
1,137
Holders Change
+34
Holders Change %
+3.08%
% of All Funds
17.93%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
105
Increased
418
Reduced
359
Closed
65
Calls
$127M
Puts
$119M
Net Calls
+$7.99M
Net Calls Change
-$51.7M
Name Market Value Shares Shares
Change
Shares
Change %
OLVIG
1076
Oliver Lagore Vanvalin Investment Group
Michigan
$13.2K 40
CT
1077
Clearstead Trust
Maine
$13.2K 40
YAL
1078
Your Advocates Ltd
Texas
$13.2K 40 +40 New
GFPC
1079
Global Financial Private Client
Florida
$12.8K 39
APC
1080
Aspire Private Capital
North Carolina
$12.8K 39
SWA
1081
Sutton Wealth Advisors
Florida
$12.2K 37
GKIM
1082
GW&K Investment Management
Massachusetts
$12K 35 +35 New
MIM
1083
Macroview Investment Management
Maryland
$11.9K 36 +36 New
CB
1084
CNB Bank
Pennsylvania
$11.9K 36 -19 -35%
AIC
1085
Archer Investment Corporation
Indiana
$11.5K 35 +35 New
TAIM
1086
TD Ameritrade Investment Management
Nebraska
$11K 33
FCAG
1087
First Capital Advisors Group
New Jersey
$10.2K 31 +31 New
FMP
1088
Financial Management Professionals
Texas
$10K 31 -1 -3%
CA
1089
Crewe Advisors
Utah
$9.88K 30
CJL
1090
Cyrus J. Lawrence
New York
$8.57K 26,018 +89 +0.3%
MAWCM
1091
Mine & Arao Wealth Creation & Management
California
$8.57K 26
GWM
1092
Geneos Wealth Management
Colorado
$7.58K 23
HIA
1093
Harbor Investment Advisory
Maryland
$7.25K 22
TAM
1094
Tucker Asset Management
Colorado
$6.92K 21 +3 +17%
BWAM
1095
Boyd Watterson Asset Management
Ohio
$6.59K 20
AWM
1096
Abound Wealth Management
Tennessee
$6.27K 19 +7 +58%
FWM
1097
Focused Wealth Management
New York
$6.17K 19
WOC
1098
West Oak Capital
California
$5.93K 18
TCM
1099
TD Capital Management
Tennessee
$5.63K 17
MFT
1100
Moisand Fitzgerald Tamayo
Florida
$5.6K 17