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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 %
HSA
626
HBK Sorce Advisory
Pennsylvania
$553K -$27.4K -102 -5%
DWM
627
Dakota Wealth Management
Florida
$549K -$49.1K -183 -8%
ACM
628
Advisors Capital Management
New Jersey
$547K -$16.7K -62 -3%
CA
629
Commerzbank Aktiengesellschaft
Germany
$547K +$547K +2,035 New
MIM
630
MTM Investment Management
South Carolina
$546K
MC
631
Moors & Cabot
Massachusetts
$543K -$2.69K -10 -0.5%
CIA
632
Capital Investment Advisors
Georgia
$540K +$4.3K +16 +0.8%
GI
633
GAMMA Investing
California
$537K +$128K +478 +31%
A
634
AlphaQuest
New York
$537K +$537K +1,999 New
EIG
635
Ellenbecker Investment Group
Wisconsin
$533K +$1.61K +6 +0.3%
SEEDPG
636
S.E.E.D. Planning Group
New York
$527K -$17.7K -66 -3%
VI
637
Vestcor Inc
New Brunswick, Canada
$519K
CAM
638
Claret Asset Management
Quebec, Canada
$519K
BPA
639
Beacon Pointe Advisors
California
$518K +$156K +581 +43%
GVAG
640
Great Valley Advisor Group
Delaware
$518K +$11.3K +42 +2%
ACA
641
Aptus Capital Advisors
Alabama
$510K +$94.2K +351 +23%
AA
642
Argent Advisors
Louisiana
$510K +$107K +400 +27%
JWCA
643
J.W. Cole Advisors
Florida
$510K -$51.3K -191 -9%
OWA
644
Octavia Wealth Advisors
Ohio
$506K +$40.8K +152 +9%
PHIC
645
Pine Haven Investment Counsel
Massachusetts
$506K
FFN
646
Focus Financial Network
Minnesota
$504K +$268 +1 +0.1%
IIM
647
INTECH Investment Management
Florida
$500K -$4.75M -17,689 -90%
WT
648
Whittier Trust
California
$500K -$5.91K -22 -1%
STAS
649
Strong Tower Advisory Services
Minnesota
$499K +$39.5K +147 +9%
MA
650
Montag & Associates
Georgia
$498K -$1.34K -5 -0.3%