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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 %
BHWM
601
Bar Harbor Wealth Management
New Hampshire
$735K -$586K -2,012 -44%
DWM
602
Dakota Wealth Management
Florida
$732K -$19.5K -67 -3%
EFMC
603
Empire Financial Management Company
New York
$728K +$728K +2,500 New
VEA
604
Virtus ETF Advisers
New York
$725K +$86.5K +297 +14%
SCA
605
Snowden Capital Advisors
New York
$724K -$59.4K -204 -8%
WT
606
Washington Trust
Rhode Island
$716K
HFS
607
Hoge Financial Services
Pennsylvania
$715K +$21.9K +75 +3%
FUBT
608
First United Bank & Trust
Maryland
$714K -$240K -825 -25%
CWM
609
Congress Wealth Management
Massachusetts
$705K -$89.4K -307 -11%
NSIM
610
North Star Investment Management
Illinois
$700K
MA
611
MONECO Advisors
Connecticut
$700K -$9.03K -31 -1%
KPWS
612
Kestra Private Wealth Services
Texas
$694K +$71.7K +246 +12%
MIA
613
MainStreet Investment Advisors
Illinois
$693K -$29.1K -100 -4%
MAM
614
Mystic Asset Management
Rhode Island
$693K
CAM
615
Claret Asset Management
Quebec, Canada
$686K -$14K -48 -2%
CASC
616
Coppell Advisory Solutions Corp
Texas
$681K +$681K +2,339 New
SFS
617
Stiles Financial Services
Minnesota
$671K -$38.5K -132 -5%
BFA
618
Buttonwood Financial Advisors
Maryland
$666K +$666K +2,286 New
RWP
619
RWA Wealth Partners
Massachusetts
$666K +$27.4K +94 +4%
MCCP
620
Mission Creek Capital Partners
California
$665K -$441K -1,513 -40%
CIA
621
Choate Investment Advisors
Massachusetts
$663K +$583 +2 +0.1%
AAS
622
Annex Advisory Services
Wisconsin
$662K +$31.5K +108 +5%
EWM
623
Empirical Wealth Management
Washington
$660K -$58.8K -202 -8%
AC
624
Addison Capital
Pennsylvania
$659K +$117K +402 +22%
CANY
625
Caxton Associates (New York)
New York
$655K