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Rockwell Automation

1,149 hedge funds and large institutions have $24.1B invested in Rockwell Automation in 2024 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 372 increasing their positions, 434 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,149
Holders Change
+3
Holders Change %
+0.26%
% of All Funds
16.62%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
108
Increased
372
Reduced
434
Closed
91
Calls
$113M
Puts
$113M
Net Calls
+$380K
Net Calls Change
+$44.1M
Name Holding Trade Value Shares
Change
Shares
Change %
UCFA
451
United Capital Financial Advisors
Texas
$1.32M -$59.3K -221 -4%
Public Sector Pension Investment Board (PSP Investments)
452
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.31M +$161K +600 +14%
EWM
453
Empirical Wealth Management
Washington
$1.31M +$939K +3,497 +253%
SIA
454
Sit Investment Associates
Minnesota
$1.3M -$21.5K -80 -2%
PP
455
Paloma Partners
Connecticut
$1.3M +$818K +3,048 +171%
EOJOAM
456
E. Ohman J:or Asset Management
Sweden
$1.29M
AWM
457
Axxcess Wealth Management
California
$1.28M -$64.4K -240 -5%
RFC
458
Regions Financial Corp
Alabama
$1.27M
MC
459
Machina Capital
France
$1.27M +$1.27M +4,728 New
EWM
460
Elmwood Wealth Management
California
$1.27M -$805 -3 -0.1%
PIM
461
Penobscot Investment Management
Massachusetts
$1.26M
LFS
462
Leibman Financial Services
Nebraska
$1.25M
AF
463
Allworth Financial
California
$1.25M +$311K +1,157 +33%
KPPF
464
Klein Pavlis & Peasley Financial
California
$1.22M +$56.4K +210 +5%
VWM
465
VCI Wealth Management
Missouri
$1.22M +$1.22M +4,540 New
TWP
466
Tempus Wealth Planning
California
$1.22M
BAM
467
Beaumont Asset Management
Texas
$1.2M +$3.76K +14 +0.3%
AAS
468
Avantax Advisory Services
Texas
$1.19M +$82.4K +307 +7%
SFA
469
Sequoia Financial Advisors
Ohio
$1.19M +$1.61K +6 +0.1%
CC
470
Centiva Capital
New York
$1.19M +$1.19M +4,419 New
CPBTD
471
Central Pacific Bank - Trust Division
Hawaii
$1.18M -$1.88K -7 -0.2%
VA
472
Vident Advisory
Georgia
$1.17M +$97.5K +363 +9%
Capstone Investment Advisors
473
Capstone Investment Advisors
New York
$1.16M +$115K +429 +11%
XT
474
XTX Topco
Cayman Islands
$1.13M +$1.13M +4,223 New
FTDI
475
First Trust Direct Indexing
Massachusetts
$1.13M +$143K +533 +15%