ROK icon

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 %
PWM
551
Perigon Wealth Management
California
$747K +$5.91K +22 +0.8%
WI
552
Wahed Invest
New York
$747K +$69.5K +259 +10%
GTAM
553
Global Trust Asset Management
Florida
$744K +$519K +1,933 +230%
SCA
554
Stonebridge Capital Advisors
Minnesota
$736K
SIG
555
Stonegate Investment Group
Alabama
$732K -$28.2K -105 -4%
CFP
556
Cascade Financial Partners
California
$731K -$253K -940 -26%
SACTSONJ
557
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$725K
FMN
558
Financial Management Network
California
$719K +$534 +2 +0.1%
MMM
559
Mendel Money Management
Illinois
$718K +$4.3K +16 +0.6%
IIM
560
InTrack Investment Management
Vermont
$715K +$135K +504 +23%
ITFISA
561
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$711K
WANY
562
Wealthspire Advisors (New York)
New York
$709K +$102K +381 +17%
KA
563
Kintegral Advisory
New York
$703K -$9.13K -34 -1%
ECG
564
Edge Capital Group
Georgia
$700K -$5.56M -20,708 -89%
AAS
565
Ameritas Advisory Services
Nebraska
$699K -$614K -2,289 -47%
CWP
566
Cyndeo Wealth Partners
Florida
$693K -$947K -3,526 -58%
RIG
567
Renaissance Investment Group
Massachusetts
$692K -$4.08M -15,185 -85%
SAMC
568
Spectrum Asset Management (California)
California
$688K -$34.9K -130 -5%
NO
569
Ninety One
South Africa
$684K
JCM
570
Janney Capital Management
Pennsylvania
$679K
MA
571
MONECO Advisors
Connecticut
$676K +$27.4K +102 +4%
Tudor Investment Corp
572
Tudor Investment Corp
Connecticut
$672K +$672K +2,503 New
CA
573
Clearstead Advisors
Ohio
$671K +$268 +1 +0%
AssetMark Inc
574
AssetMark Inc
California
$667K +$36.2K +135 +6%
BP
575
BNP Paribas
France
$664K +$117K +436 +21%