ROK icon

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 %
Capstone Investment Advisors
576
Capstone Investment Advisors
New York
$809K +$688K +2,362 +571%
PWM
577
Perigon Wealth Management
California
$802K +$521K +1,789 +186%
SCA
578
Stonebridge Capital Advisors
Minnesota
$800K -$13.1K -45 -2%
QCM
579
QRG Capital Management
Illinois
$796K -$73.1K -251 -8%
KWM
580
Kingsview Wealth Management
Oregon
$795K +$41.4K +142 +5%
XT
581
XTX Topco
Cayman Islands
$789K +$789K +2,707 New
SACTSONJ
582
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$787K
SAMC
583
Spectrum Asset Management (California)
California
$784K +$13.1K +45 +2%
OIA
584
OneDigital Investment Advisors
Kansas
$784K -$606K -2,080 -44%
BL
585
Balentine LLC
Georgia
$782K +$282K +969 +56%
CCM
586
Coldstream Capital Management
Washington
$779K -$18.6K -64 -2%
AG
587
Ascent Group
Virginia
$774K +$26.2K +90 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
588
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$770K
FMN
589
Financial Management Network
California
$769K -$46.4K -168 -6%
MMM
590
Mendel Money Management
Illinois
$767K +$17.2K +59 +2%
Carson Wealth (CWM LLC)
591
Carson Wealth (CWM LLC)
Nebraska
$766K +$18.4K +63 +2%
AIM
592
Acropolis Investment Management
Missouri
$761K -$117K -400 -13%
S
593
SignatureFD
Georgia
$758K +$1.75K +6 +0.2%
WWM
594
Western Wealth Management
Colorado
$756K -$687K -2,358 -48%
ECM
595
Evergreen Capital Management
Washington
$744K +$27.7K +95 +4%
VSQM
596
V-Square Quantitative Management
Illinois
$744K +$135K +464 +22%
ITFISA
597
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$740K
NO
598
Ninety One
South Africa
$740K +$393K +1,353 +113%
JCM
599
Janney Capital Management
Pennsylvania
$737K -$18.9K -65 -3%
HI
600
Hoey Investments
Pennsylvania
$736K -$163K -560 -18%