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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 %
BIM
576
Baldwin Investment Management
Pennsylvania
$663K -$164K -610 -20%
BFA
577
Buttonwood Financial Advisors
Maryland
$661K -$9.67K -36 -1%
WT
578
Washington Trust
Rhode Island
$659K
AIM
579
Acropolis Investment Management
Missouri
$656K -$38.9K -145 -6%
WWP
580
WR Wealth Planners
Missouri
$653K +$25.5K +95 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
581
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$650K
WS
582
Wedbush Securities
California
$650K -$27.4K -102 -4%
BWM
583
Brophy Wealth Management
New Hampshire
$645K +$645K +2,403 New
NSIM
584
North Star Investment Management
Illinois
$643K
Carson Wealth (CWM LLC)
585
Carson Wealth (CWM LLC)
Nebraska
$641K -$34.9K -130 -5%
Axa
586
Axa
France
$641K -$10.1M -37,506 -94%
MAM
587
Mystic Asset Management
Rhode Island
$639K
S
588
SignatureFD
Georgia
$635K -$22.8K -85 -3%
MWM
589
Moran Wealth Management
Florida
$629K +$12.9K +48 +2%
KLCM
590
KG&L Capital Management
Louisiana
$628K +$153K +570 +32%
VCP
591
Verus Capital Partners
Arizona
$622K -$13.4K -50 -2%
CAS
592
Coppell Advisory Solutions
Texas
$621K -$14.6K -54 -2%
DIP
593
Davis Investment Partners
North Carolina
$616K
CI Investments Inc
594
CI Investments Inc
Ontario, Canada
$615K +$41.9K +156 +7%
EW
595
Evoke Wealth
California
$615K +$615K +2,290 New
RWP
596
RWA Wealth Partners
Massachusetts
$615K -$6.71K -25 -1%
MA
597
Mutual Advisors
Nebraska
$612K -$143K -535 -19%
HI
598
Hoey Investments
Pennsylvania
$612K
MAS
599
Meeder Advisory Services
Ohio
$611K -$106K -394 -15%
CIA
600
Choate Investment Advisors
Massachusetts
$607K -$3.22K -12 -0.5%