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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 %
NL
551
NVWM LLC
Pennsylvania
$953K -$28.9K -93 -3%
PP
552
Paloma Partners
Connecticut
$949K +$713K +2,296 +302%
GT
553
Greenleaf Trust
Michigan
$948K +$1.86K +6 +0.2%
SA
554
SRN Advisors
Pennsylvania
$942K +$942K +3,034 New
AIM
555
Acropolis Investment Management
Missouri
$935K -$26.1K -84 -3%
RC
556
RBF Capital
California
$931K
MIS
557
Morningstar Investment Services
Illinois
$931K +$463K +1,490 +99%
QCM
558
QRG Capital Management
Illinois
$926K +$33.5K +108 +4%
Fiera Capital (Canada)
559
Fiera Capital (Canada)
Quebec, Canada
$924K -$392K -1,261 -30%
PFS
560
Prospera Financial Services
Texas
$923K -$33.8K -109 -4%
SIG
561
Stonegate Investment Group
Alabama
$912K -$129K -415 -12%
FMN
562
Financial Management Network
California
$900K -$20.1K -66 -2%
TPW
563
Transatlantique Private Wealth
New York
$900K
FI
564
FJ Investments
Utah
$900K +$900K +2,900 New
RPC
565
Rossmore Private Capital
Connecticut
$898K +$10.9K +35 +1%
IIC
566
Integrated Investment Consultants
Michigan
$897K +$253K +816 +39%
AAS
567
Avantax Advisory Services
Texas
$890K -$931 -3 -0.1%
AAS
568
Ameritas Advisory Services
Nebraska
$890K -$530K -1,741 -37%
MGIA
569
Moneta Group Investment Advisors
Missouri
$888K +$544K +1,753 +158%
QPW
570
Quantum Private Wealth
Florida
$886K +$1.24K +4 +0.1%
EWM
571
Evermay Wealth Management
Virginia
$881K +$137K +440 +18%
MIP
572
Marietta Investment Partners
Wisconsin
$878K +$17.1K +55 +2%
MCM
573
MAI Capital Management
Ohio
$872K +$78.6K +253 +10%
SCA
574
Stonebridge Capital Advisors
Minnesota
$866K -$9.94K -32 -1%
TMAM
575
Tokio Marine Asset Management
Japan
$864K +$17.1K +55 +2%