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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 %
TSS
601
Two Sigma Securities
New York
$605K +$605K +2,252 New
AA
602
AlphaCentric Advisors
Puerto Rico
$604K +$604K +2,250 New
SFS
603
Stiles Financial Services
Minnesota
$603K -$17.2K -64 -3%
FCBT
604
First Citizens Bank & Trust
North Carolina
$602K -$178K -664 -23%
EWM
605
Evermay Wealth Management
Virginia
$602K -$137K -512 -19%
HFS
606
Hoge Financial Services
Pennsylvania
$599K -$58.5K -218 -9%
MAWA
607
Moss Adams Wealth Advisors
Washington
$598K +$27.1K +101 +5%
ECM
608
Evergreen Capital Management
Washington
$596K -$8.86K -33 -1%
PAS
609
Point72 Asia (Singapore)
Singapore
$589K +$589K +2,194 New
LI
610
LRI Investments
Florida
$579K +$565K +1,973 +4,198%
QCM
611
Quantinno Capital Management
New York
$574K +$228K +850 +66%
CAM
612
Cidel Asset Management
Ontario, Canada
$572K -$7.49M -27,904 -93%
IAS
613
Insigneo Advisory Services
Florida
$570K -$17.5K -65 -3%
GI
614
GLOBALT Investments
Georgia
$569K
GC
615
Grimes & Company
Massachusetts
$568K +$4.03K +15 +0.7%
DA
616
Drake & Associates
Wisconsin
$567K +$2.69K +10 +0.5%
TC
617
TownSquare Capital
Utah
$565K +$65.8K +245 +13%
KWM
618
Kingsview Wealth Management
Oregon
$565K -$94.5K -352 -14%
NRS
619
Neville Rodie & Shaw
New York
$564K
BCM
620
Birmingham Capital Management
Alabama
$564K
ICP
621
Interchange Capital Partners
Pennsylvania
$563K +$9.67K +36 +2%
NRG
622
Nemes Rush Group
Michigan
$559K +$224K +769 +67%
GWMR
623
GC Wealth Management RIA
Massachusetts
$559K +$559K +2,083 New
WWM
624
WJ Wealth Management
Arizona
$558K
PI
625
PFG Investments
New York
$556K -$10.2K -38 -2%