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Rockwell Automation

1,212 hedge funds and large institutions have $27.8B invested in Rockwell Automation in 2023 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 404 increasing their positions, 399 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,212
Holders Change
+82
Holders Change %
+7.26%
% of All Funds
17.77%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
177
Increased
404
Reduced
399
Closed
79
Calls
$114M
Puts
$89.6M
Net Calls
+$24.1M
Net Calls Change
+$56.6M
Name Holding Trade Value Shares
Change
Shares
Change %
GI
626
GLOBALT Investments
Georgia
$682K +$682K +2,198 New
VEA
627
Virtus ETF Advisers
New York
$681K -$7.14K -23 -1%
RWP
628
RWA Wealth Partners
Massachusetts
$680K +$680K +2,191 New
CC
629
Corton Capital
Ontario, Canada
$678K +$272K +877 +67%
AAS
630
Annex Advisory Services
Wisconsin
$672K -$240K -774 -26%
ACM
631
Advisors Capital Management
New Jersey
$666K -$185K -595 -22%
IP
632
Intellectus Partners
California
$664K +$664K +2,140 New
KPWS
633
Kestra Private Wealth Services
Texas
$663K +$301K +968 +83%
MAS
634
Meeder Advisory Services
Ohio
$661K -$22.4K -72 -3%
BIAS
635
Beacon Investment Advisory Services
New Jersey
$655K
BCM
636
Birmingham Capital Management
Alabama
$652K
MC
637
Moors & Cabot
Massachusetts
$651K
GC
638
Grimes & Company
Massachusetts
$649K -$6.83K -22 -1%
VSQM
639
V-Square Quantitative Management
Illinois
$649K +$159K +511 +32%
DA
640
Drake & Associates
Wisconsin
$646K +$2.79K +9 +0.4%
WWM
641
WJ Wealth Management
Arizona
$646K
AF
642
Allworth Financial
California
$645K -$2.48K -8 -0.4%
HSA
643
HBK Sorce Advisory
Pennsylvania
$642K +$1.24K +4 +0.2%
UCFA
644
United Capital Financial Advisors
Texas
$637K +$178K +574 +39%
MIM
645
MTM Investment Management
South Carolina
$634K
IAS
646
Insigneo Advisory Services
Florida
$632K +$49.7K +160 +9%
EIG
647
Ellenbecker Investment Group
Wisconsin
$628K +$1.86K +6 +0.3%
MA
648
Mutual Advisors
Nebraska
$627K +$14.9K +48 +2%
FFA
649
Frazier Financial Advisors
Ohio
$621K +$621K +2,000 New
JWCA
650
J.W. Cole Advisors
Florida
$614K -$319K -1,028 -34%