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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 %
WI
626
Wahed Invest
New York
$655K +$83.9K +288 +15%
DIP
627
Davis Investment Partners
North Carolina
$653K
KA
628
Kintegral Advisory
New York
$650K -$2.04K -7 -0.3%
LIM
629
Leavell Investment Management
Alabama
$648K +$212K +728 +49%
JFG
630
Jefferies Financial Group
New York
$641K -$1.18M -4,050 -65%
GSC
631
Grey Street Capital
Illinois
$637K +$637K +2,186 New
Kovitz Investment Group Partners
632
Kovitz Investment Group Partners
Illinois
$633K +$633K +2,174 New
MAWA
633
Moss Adams Wealth Advisors
Washington
$632K +$270K +927 +75%
WANY
634
Wealthspire Advisors (New York)
New York
$631K -$85.1K -292 -12%
IAS
635
Insigneo Advisory Services
Florida
$630K +$36.4K +125 +6%
MAS
636
Meeder Advisory Services
Ohio
$626K +$6.12K +21 +1%
ACA
637
Aptus Capital Advisors
Alabama
$621K +$209K +718 +51%
CI Investments Inc
638
CI Investments Inc
Ontario, Canada
$620K +$95.6K +328 +18%
PI
639
PFG Investments
New York
$619K +$619K +2,126 New
JWCA
640
J.W. Cole Advisors
Florida
$617K +$41.1K +141 +7%
GI
641
GLOBALT Investments
Georgia
$617K -$23.3K -80 -4%
NERM
642
New England Research & Management
Illinois
$616K +$306K +1,050 +99%
BIAS
643
Beacon Investment Advisory Services
New Jersey
$614K -$874 -3 -0.1%
BCM
644
Birmingham Capital Management
Alabama
$612K
VCP
645
Verus Capital Partners
Arizona
$611K -$36.4K -125 -6%
GC
646
Grimes & Company
Massachusetts
$610K +$1.17K +4 +0.2%
ACM
647
Advisors Capital Management
New Jersey
$610K -$15.7K -54 -3%
Wolverine Trading
648
Wolverine Trading
Illinois
$610K -$566K -1,943 -48%
DA
649
Drake & Associates
Wisconsin
$609K +$2.62K +9 +0.4%
MC
650
Moors & Cabot
Massachusetts
$609K -$2.04K -7 -0.3%