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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 %
TSS
526
Two Sigma Securities
New York
$1.06M +$767K +2,470 +266%
SC
527
Savant Capital
Illinois
$1.05M -$239K -771 -19%
BFM
528
Boston Financial Management
Massachusetts
$1.05M +$413K +1,329 +65%
CRC
529
Curi RMB Capital
Illinois
$1.04M +$32.3K +104 +3%
WPC
530
Wedmont Private Capital
Pennsylvania
$1.03M -$28.5K -93 -3%
SS
531
Simplicity Solutions
Minnesota
$1.03M -$5.59K -18 -0.5%
BFG
532
Bleakley Financial Group
New Jersey
$1.03M -$5.59K -18 -0.5%
LNWWM
533
Laird Norton Wetherby Wealth Management
California
$1.03M -$9.63K -31 -0.9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
534
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.02M +$1.02M +3,300 New
EWM
535
Elmwood Wealth Management
California
$1.02M -$631K -2,032 -38%
FUBT
536
First United Bank & Trust
Maryland
$1.02M
MYAM
537
Meiji Yasuda Asset Management
Japan
$1.02M +$12.4K +40 +1%
IWM
538
IHT Wealth Management
Illinois
$1.02M +$745K +2,399 +275%
Renaissance Technologies
539
Renaissance Technologies
New York
$1.01M +$1.01M +3,262 New
OAM
540
Ostrum Asset Management
France
$998K +$2.79K +9 +0.3%
NIM
541
NEOS Investment Management
Connecticut
$996K +$265K +854 +36%
CAAS
542
Capital Asset Advisory Services
Michigan
$996K +$200K +643 +25%
QCM
543
Quantinno Capital Management
New York
$979K +$575K +1,851 +142%
VWM
544
Venturi Wealth Management
Texas
$968K -$21.1K -68 -2%
LNC
545
Lincoln National Corp
Pennsylvania
$966K +$419K +1,348 +76%
SI
546
Stephens Inc
Arkansas
$961K -$28.6K -92 -3%
HI
547
Hoey Investments
Pennsylvania
$959K -$101K -325 -10%
Envestnet Portfolio Solutions
548
Envestnet Portfolio Solutions
Illinois
$959K -$24.5K -79 -2%
HWP
549
Heritage Wealth Partners
Ohio
$955K
SIP
550
Stoneridge Investment Partners
Pennsylvania
$954K +$954K +3,073 New