ROK icon

Rockwell Automation

1,192 hedge funds and large institutions have $26.3B invested in Rockwell Automation in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 432 increasing their positions, 416 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,192
Holders Change
-20
Holders Change %
-1.65%
% of All Funds
17.28%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
116
Increased
432
Reduced
416
Closed
120
Calls
$134M
Puts
$180M
Net Calls
-$46.6M
Net Calls Change
-$70.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Fiera Capital (Canada)
451
Fiera Capital (Canada)
Quebec, Canada
$1.63M +$762K +2,615 +88%
SVWAG
452
Sound View Wealth Advisors Group
Georgia
$1.62M -$207K -710 -11%
IB
453
Iyo Bank
Japan
$1.61M +$1.61M +5,510 New
TCPG
454
Trivant Custom Portfolio Group
California
$1.6M +$1.6M +5,489 New
ACP
455
Aviance Capital Partners
Florida
$1.57M +$1.16M +3,997 +286%
RFC
456
Regions Financial Corp
Alabama
$1.57M -$70.2K -241 -4%
HWM
457
HB Wealth Management
Georgia
$1.57M +$149K +513 +11%
Envestnet Portfolio Solutions
458
Envestnet Portfolio Solutions
Illinois
$1.53M +$630K +2,163 +70%
UCFA
459
United Capital Financial Advisors
Texas
$1.49M +$891K +3,057 +149%
CCP
460
Carmel Capital Partners
California
$1.49M +$430K +1,477 +41%
EF
461
Empowered Funds
Pennsylvania
$1.46M +$1.07M +3,664 +269%
AIM
462
Aquila Investment Management
New York
$1.46M +$291K +1,000 +25%
PI
463
Pettee Investors
Connecticut
$1.45M
EWM
464
Elmwood Wealth Management
California
$1.45M +$491K +1,686 +51%
NIM
465
NEOS Investment Management
Connecticut
$1.42M +$484K +1,660 +52%
EOJOAM
466
E. Ohman J:or Asset Management
Sweden
$1.4M +$117K +400 +9%
PIM
467
Penobscot Investment Management
Massachusetts
$1.39M -$18.9K -65 -1%
BP
468
BNP Paribas
France
$1.38M +$1.38M +4,737 New
SFA
469
Sequoia Financial Advisors
Ohio
$1.37M -$8M -27,464 -85%
TI
470
Tidal Investments
Wisconsin
$1.36M +$90.6K +311 +7%
TSWM
471
Triangle Securities Wealth Management
North Carolina
$1.36M +$101K +346 +8%
LFS
472
Leibman Financial Services
Nebraska
$1.36M
MLICM
473
Metropolitan Life Insurance Company (MetLife)
New York
$1.35M -$13.4K -46 -1%
TWP
474
Tempus Wealth Planning
California
$1.32M -$90.6K -311 -6%
SPC
475
Sigma Planning Corp
Michigan
$1.32M +$802K +2,752 +155%