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Rockwell Automation

1,146 hedge funds and large institutions have $25.2B invested in Rockwell Automation in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 399 increasing their positions, 423 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,146
Holders Change
-46
Holders Change %
-3.86%
% of All Funds
16.67%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
87
Increased
399
Reduced
423
Closed
118
Calls
$97.1M
Puts
$141M
Net Calls
-$43.7M
Net Calls Change
+$2.85M
Name Holding Trade Value Shares
Change
Shares
Change %
Grantham, Mayo, Van Otterloo & Co (GMO)
576
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$667K -$60.3K -219 -8%
Walleye Trading
577
Walleye Trading
New York
$667K -$904K -3,283 -58%
Bessemer Group
578
Bessemer Group
New Jersey
$665K +$113K +412 +21%
MA
579
MONECO Advisors
Connecticut
$665K +$3.85K +14 +0.6%
NSIM
580
North Star Investment Management
Illinois
$660K -$1.38K -5 -0.2%
DIP
581
Davis Investment Partners
North Carolina
$656K
MAM
582
Mystic Asset Management
Rhode Island
$655K
VCP
583
Verus Capital Partners
Arizona
$652K +$74.1K +269 +13%
AssetMark Inc
584
AssetMark Inc
California
$647K +$500K +1,818 +341%
CAS
585
Coppell Advisory Solutions
Texas
$646K +$646K +2,348 New
WWP
586
WR Wealth Planners
Missouri
$643K +$294K +1,067 +84%
MIA
587
MainStreet Investment Advisors
Illinois
$640K -$15.1K -55 -2%
RWP
588
RWA Wealth Partners
Massachusetts
$637K +$7.98K +29 +1%
SFS
589
Stiles Financial Services
Minnesota
$636K +$1.93K +7 +0.3%
PAMP
590
Polar Asset Management Partners
Ontario, Canada
$633K +$633K +2,300 New
MWM
591
Moran Wealth Management
Florida
$631K +$291K +1,057 +85%
CIA
592
Choate Investment Advisors
Massachusetts
$626K -$826 -3 -0.1%
WANY
593
Wealthspire Advisors (New York)
New York
$622K +$25.3K +92 +4%
ECM
594
Evergreen Capital Management
Washington
$620K -$83.1K -302 -12%
VFA
595
Valeo Financial Advisors
Indiana
$614K +$124K +452 +25%
DWM
596
Dakota Wealth Management
Florida
$613K -$78.7K -286 -11%
Teacher Retirement System of Texas
597
Teacher Retirement System of Texas
Texas
$613K -$188K -685 -24%
HI
598
Hoey Investments
Pennsylvania
$612K -$84K -305 -12%
HSA
599
HBK Sorce Advisory
Pennsylvania
$595K -$586K -2,128 -50%
IIM
600
InTrack Investment Management
Vermont
$594K +$129K +469 +28%