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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 %
NWM
451
Northcape Wealth Management
New York
$1.65M +$49.1K +158 +3%
PRC
452
Pearl River Capital
Michigan
$1.63M +$1.63M +5,264 New
Koshinski Asset Management
453
Koshinski Asset Management
Illinois
$1.62M +$335K +1,080 +26%
BF
454
BOK Financial
Oklahoma
$1.62M -$193K -621 -11%
SG Americas Securities
455
SG Americas Securities
New York
$1.59M +$29.2K +94 +2%
SAM
456
Shell Asset Management
Netherlands
$1.59M -$412K -1,326 -21%
SAG
457
SageView Advisory Group
California
$1.58M +$7.37K +24 +0.5%
DTL
458
Dynamic Technology Lab
Singapore
$1.56M +$1.56M +5,036 New
NA
459
NewEdge Advisors
Louisiana
$1.56M +$122K +395 +8%
Thrivent Financial for Lutherans
460
Thrivent Financial for Lutherans
Minnesota
$1.55M -$18.6K -60 -1%
PI
461
Pettee Investors
Connecticut
$1.54M
WWM
462
Western Wealth Management
Colorado
$1.54M -$59K -190 -4%
PP
463
Prudential plc
United Kingdom
$1.51M -$171K -552 -10%
APP
464
Avantax Planning Partners
Iowa
$1.51M +$91K +293 +6%
HWM
465
HB Wealth Management
Georgia
$1.51M -$11.5K -37 -0.8%
PIM
466
Penobscot Investment Management
Massachusetts
$1.51M +$18K +58 +1%
BPCA
467
Bank Pictet & Cie (Asia)
Singapore
$1.5M
TWP
468
Tempus Wealth Planning
California
$1.5M -$3.73K -12 -0.2%
AWM
469
Apollon Wealth Management
South Carolina
$1.49M +$86.6K +279 +6%
O
470
Ossiam
France
$1.49M +$27.9K +90 +2%
OIA
471
OneDigital Investment Advisors
Kansas
$1.48M +$435K +1,402 +42%
RF
472
Robbins Farley
New Hampshire
$1.48M +$227K +730 +18%
IMRF
473
Illinois Municipal Retirement Fund
Illinois
$1.46M
MLICM
474
Metropolitan Life Insurance Company (MetLife)
New York
$1.45M -$26.4K -85 -2%
AWM
475
Axxcess Wealth Management
California
$1.45M +$651K +2,097 +82%