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Rockwell Automation

1,146 hedge funds and large institutions have $25.2B invested in Rockwell Automation in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 399 increasing their positions, 423 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,146
Holders Change
-46
Holders Change %
-3.86%
% of All Funds
16.67%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
87
Increased
399
Reduced
423
Closed
118
Calls
$97.1M
Puts
$141M
Net Calls
-$43.7M
Net Calls Change
+$2.85M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
626
Claret Asset Management
Quebec, Canada
$532K -$116K -423 -18%
VI
627
Vestcor Inc
New Brunswick, Canada
$532K
SFI
628
Siemens Fonds Invest
Germany
$530K +$34.1K +124 +7%
MHIC
629
Marble Harbor Investment Counsel
Massachusetts
$526K
TFG
630
Taylor Financial Group
Virginia
$524K
GVAG
631
Great Valley Advisor Group
Delaware
$519K +$35.2K +128 +7%
PHIC
632
Pine Haven Investment Counsel
Massachusetts
$518K
WT
633
Whittier Trust
California
$518K -$22.8K -83 -4%
AAS
634
Annex Advisory Services
Wisconsin
$515K -$110K -401 -18%
MA
635
Montag & Associates
Georgia
$512K -$52.8K -192 -9%
TC
636
TownSquare Capital
Utah
$512K -$16.8K -61 -3%
PA
637
Profund Advisors
Maryland
$507K -$9.91K -36 -2%
FC
638
Forte Capital
New York
$503K +$5.51K +20 +1%
CI
639
Cambiar Investors
Colorado
$502K -$34M -123,632 -99%
FFA
640
Frazier Financial Advisors
Ohio
$501K -$39.6K -144 -7%
DILIC
641
Dai-ichi Life Insurance Company
Japan
$496K -$3.1M -11,264 -86%
CSIC
642
Clifford Swan Investment Counsel
California
$496K -$2.75K -10 -0.6%
CCG
643
Chatham Capital Group
Georgia
$494K
BIAS
644
Beacon Investment Advisory Services
New Jersey
$492K -$87.8K -319 -15%
PP
645
Paloma Partners
Connecticut
$491K +$491K +1,784 New
BHWM
646
Bar Harbor Wealth Management
New Hampshire
$489K -$205K -746 -30%
BRWA
647
B. Riley Wealth Advisors
Florida
$489K -$3.53M -12,817 -88%
TCM
648
Twin Capital Management
Pennsylvania
$488K
KLCM
649
KG&L Capital Management
Louisiana
$488K +$74.1K +269 +18%
TCA
650
Transcend Capital Advisors
New Jersey
$485K -$10.5K -38 -2%