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Rockwell Automation

1,212 hedge funds and large institutions have $27.8B invested in Rockwell Automation in 2023 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 404 increasing their positions, 399 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,212
Holders Change
+82
Holders Change %
+7.26%
% of All Funds
17.77%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
177
Increased
404
Reduced
399
Closed
79
Calls
$114M
Puts
$89.6M
Net Calls
+$24.1M
Net Calls Change
+$56.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CC
426
Courier Capital
New York
$2.03M -$1.88M -6,058 -48%
CWP
427
Cyndeo Wealth Partners
Florida
$2.01M +$495K +1,594 +33%
OSAM
428
O'Shaughnessy Asset Management
Connecticut
$1.98M -$191K -615 -9%
VAS
429
Valicenti Advisory Services
New York
$1.98M +$1.73M +5,580 +711%
CIBC Private Wealth Group
430
CIBC Private Wealth Group
Georgia
$1.96M +$165K +532 +9%
CW
431
Connectus Wealth
Ohio
$1.95M -$7.71M -24,816 -80%
IWC
432
Integrated Wealth Concepts
Massachusetts
$1.95M +$12.1K +39 +0.6%
SVWAG
433
Sound View Wealth Advisors Group
Georgia
$1.95M +$261K +841 +15%
Cetera Investment Advisers
434
Cetera Investment Advisers
Illinois
$1.94M +$369K +1,187 +23%
JFG
435
Jefferies Financial Group
New York
$1.94M +$1.94M +6,250 New
CAM
436
Carret Asset Management
New York
$1.92M -$124K -400 -6%
Temasek Holdings
437
Temasek Holdings
Singapore
$1.91M +$1.91M +6,161 New
DT
438
Diversified Trust
Tennessee
$1.88M +$948K +3,054 +102%
APM
439
Advanced Portfolio Management
New York
$1.86M -$2.62M -8,450 -58%
NMERB
440
New Mexico Educational Retirement Board
New Mexico
$1.86M
WF
441
WoodTrust Financial
Wisconsin
$1.85M
CC
442
Centiva Capital
New York
$1.84M +$723K +2,328 +64%
CFB
443
Cullen/Frost Bankers
Texas
$1.82M -$14.6K -47 -0.8%
SIA
444
Sit Investment Associates
Minnesota
$1.81M
Impax Asset Management Group
445
Impax Asset Management Group
United Kingdom
$1.79M -$140M -450,074 -99%
NB
446
Norinchukin Bank
Japan
$1.78M -$7.25M -23,341 -80%
RFC
447
Regions Financial Corp
Alabama
$1.74M +$90.7K +292 +5%
CA
448
Cetera Advisors
Colorado
$1.7M +$97.5K +314 +6%
PA
449
PFG Advisors
Arizona
$1.69M -$362K -1,167 -18%
NRG
450
Nemes Rush Group
Michigan
$1.68M -$59K -190 -3%