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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 %
SI
551
Stephens Inc
Arkansas
$917K +$15.4K +53 +2%
LNC
552
Lincoln National Corp
Pennsylvania
$912K +$5.83K +20 +0.6%
BPA
553
Beacon Pointe Advisors
California
$907K -$5.41M -18,561 -86%
Squarepoint
554
Squarepoint
New York
$905K -$3.6M -12,360 -80%
ET
555
Entropy Technologies
New York
$887K -$184K -631 -17%
PFS
556
Prospera Financial Services
Texas
$885K +$18.4K +63 +2%
GT
557
Greenleaf Trust
Michigan
$875K -$14.9K -51 -2%
MFGM
558
Marshall Financial Group (Maryland)
Maryland
$875K +$98.5K +338 +13%
RC
559
RBF Capital
California
$874K
FHB
560
First Hawaiian Bank
Hawaii
$869K +$114K +391 +15%
CG
561
Caprock Group
Idaho
$856K +$59.2K +203 +7%
TMAM
562
Tokio Marine Asset Management
Japan
$855K +$44.6K +153 +5%
SIG
563
Stonegate Investment Group
Alabama
$852K -$2.91K -10 -0.3%
RPC
564
Rossmore Private Capital
Connecticut
$852K +$9.32K +32 +1%
Teacher Retirement System of Texas
565
Teacher Retirement System of Texas
Texas
$849K -$2.62M -8,978 -76%
BCA
566
Bay Colony Advisors
Massachusetts
$847K +$172K +589 +25%
HIC
567
Hartline Investment Corp
Illinois
$847K +$847K +2,908 New
TPW
568
Transatlantique Private Wealth
New York
$845K
EWM
569
Evermay Wealth Management
Virginia
$831K +$4.66K +16 +0.6%
QPW
570
Quantum Private Wealth
Florida
$831K
MA
571
Mutual Advisors
Nebraska
$824K +$235K +807 +40%
MIP
572
Marietta Investment Partners
Wisconsin
$824K
BMC
573
Beaton Management Company
Massachusetts
$821K +$80.1K +275 +11%
SF
574
Symphony Financial
Texas
$820K +$43.4K +149 +6%
BFM
575
Boston Financial Management
Massachusetts
$817K -$165K -565 -17%