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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 %
AC
526
Addison Capital
Pennsylvania
$836K +$2.42K +9 +0.3%
BG
527
BDF Gestion
France
$833K
Ensign Peak Advisors
528
Ensign Peak Advisors
Utah
$831K
WPC
529
Wedmont Private Capital
Pennsylvania
$827K -$5.61K -21 -0.7%
AWM
530
Apollon Wealth Management
South Carolina
$826K -$59.6K -222 -7%
HWP
531
Heritage Wealth Partners
Ohio
$826K
BC
532
Bridgefront Capital
Texas
$824K +$824K +3,069 New
SA
533
SRN Advisors
Pennsylvania
$817K -$35.7K -133 -4%
LNWWM
534
Laird Norton Wetherby Wealth Management
California
$813K -$34.4K -128 -4%
SC
535
Savant Capital
Illinois
$810K -$81.1K -302 -9%
FLPIM
536
F.L. Putnam Investment Management
Massachusetts
$809K -$359K -1,337 -31%
Lido Advisors
537
Lido Advisors
California
$809K +$25.8K +96 +3%
RC
538
RBF Capital
California
$805K
Bessemer Group
539
Bessemer Group
New Jersey
$802K +$153K +568 +24%
MPWT
540
MassMutual Private Wealth & Trust
Connecticut
$800K -$142K -529 -15%
GC
541
Guggenheim Capital
Illinois
$799K -$115K -427 -13%
RPC
542
Rossmore Private Capital
Connecticut
$796K
IWM
543
IHT Wealth Management
Illinois
$791K +$76.1K +285 +11%
CG
544
Caprock Group
Idaho
$783K -$213K -795 -21%
TPW
545
Transatlantique Private Wealth
New York
$779K -$18.8K -70 -2%
WWM
546
Western Wealth Management
Colorado
$770K +$25.8K +96 +3%
CCIA
547
Campbell & Co Investment Adviser
Maryland
$757K +$757K +2,820 New
BMC
548
Beaton Management Company
Massachusetts
$757K
MIP
549
Marietta Investment Partners
Wisconsin
$749K -$9.67K -36 -1%
BFM
550
Boston Financial Management
Massachusetts
$749K