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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 %
Walleye Capital
576
Walleye Capital
New York
$851K +$851K +2,741 New
CCM
577
Coldstream Capital Management
Washington
$851K +$136K +437 +19%
Focus Partners Wealth
578
Focus Partners Wealth
Massachusetts
$849K +$849K +2,733 New
CG
579
Caprock Group
Idaho
$849K -$86.6K -279 -9%
CWM
580
Congress Wealth Management
Massachusetts
$846K -$70.2K -226 -8%
SACTSONJ
581
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$838K
SCA
582
Snowden Capital Advisors
New York
$835K +$78.9K +254 +10%
MFGM
583
Marshall Financial Group (Maryland)
Maryland
$827K +$827K +2,665 New
IMCOOI
584
Investment Management Corp of Ontario (IMCO)
Canada
$824K +$824K +2,654 New
ITFISA
585
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$823K
SAMC
586
Spectrum Asset Management (California)
California
$822K -$341K -1,098 -29%
Grantham, Mayo, Van Otterloo & Co (GMO)
587
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$820K
GS
588
GTS Securities
New York
$811K -$1.56M -5,039 -66%
S
589
SignatureFD
Georgia
$806K -$931 -3 -0.1%
JCM
590
Janney Capital Management
Pennsylvania
$806K +$20.2K +65 +3%
FHB
591
First Hawaiian Bank
Hawaii
$805K +$94.7K +305 +13%
KWM
592
Kingsview Wealth Management
Oregon
$804K -$9.01K -29 -1%
Public Sector Pension Investment Board (PSP Investments)
593
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$803K -$3.02M -9,718 -79%
DWM
594
Dakota Wealth Management
Florida
$801K -$1.85M -5,958 -70%
MMM
595
Mendel Money Management
Illinois
$799K +$144K +463 +22%
BHCM
596
Brevan Howard Capital Management
Jersey
$797K +$797K +2,567 New
Carson Wealth (CWM LLC)
597
Carson Wealth (CWM LLC)
Nebraska
$796K -$29.8K -96 -4%
SF
598
Symphony Financial
Texas
$795K +$49.2K +165 +7%
BMC
599
Beaton Management Company
Massachusetts
$790K
SCM
600
Stevens Capital Management
Pennsylvania
$773K +$773K +2,489 New