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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 %
FTDI
526
First Trust Direct Indexing
Massachusetts
$1.03M +$40.5K +139 +4%
AF
527
Allworth Financial
California
$1M +$399K +1,370 +66%
IWM
528
IHT Wealth Management
Illinois
$1M +$51.9K +178 +5%
BFG
529
Bleakley Financial Group
New Jersey
$1M +$35K +120 +4%
SW
530
Simplicity Wealth
New Jersey
$1M +$1M +3,439 New
FFA
531
First Foundation Advisors
California
$998K -$123K -423 -11%
CAAS
532
Capital Asset Advisory Services
Michigan
$994K +$97.5K +349 +11%
IMRF
533
Illinois Municipal Retirement Fund
Illinois
$993K -$379K -1,299 -28%
OAM
534
Ostrum Asset Management
France
$987K +$50.4K +173 +5%
FCBT
535
First Citizens Bank & Trust
North Carolina
$980K +$509K +1,746 +108%
QCM
536
Qsemble Capital Management
New York
$978K +$978K +3,357 New
LNWWM
537
Laird Norton Wetherby Wealth Management
California
$961K -$6.7K -23 -0.7%
AAS
538
Avantax Advisory Services
Texas
$960K +$125K +429 +15%
SC
539
Savant Capital
Illinois
$956K -$28K -96 -3%
HWP
540
Heritage Wealth Partners
Ohio
$955K
IIC
541
Integrated Investment Consultants
Michigan
$952K +$110K +379 +13%
PNAA
542
Pictet North America Advisors
Switzerland
$947K +$947K +3,250 New
Ensign Peak Advisors
543
Ensign Peak Advisors
Utah
$945K -$6.66M -22,860 -88%
DWP
544
Daymark Wealth Partners
Ohio
$944K +$944K +3,242 New
LA
545
LBP AM
France
$943K +$519K +1,781 +122%
CRC
546
Curi RMB Capital
Illinois
$938K -$42.2K -145 -4%
CWM
547
Connecticut Wealth Management
Connecticut
$934K +$618K +2,120 +195%
SA
548
SRN Advisors
Pennsylvania
$926K +$42K +144 +5%
FDCDDQ
549
Federation des caisses Desjardins du Quebec
Quebec, Canada
$918K +$596K +2,032 +185%
CAM
550
Carret Asset Management
New York
$918K -$886K -3,040 -49%