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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 %
Bessemer Group
651
Bessemer Group
New Jersey
$614K -$56.1K -181 -8%
CIA
652
Capital Investment Advisors
Georgia
$609K +$2.48K +8 +0.4%
CL
653
Choreo LLC
Illinois
$609K +$177K +571 +41%
WI
654
Wahed Invest
New York
$608K +$46.9K +151 +8%
TWM
655
Trueblood Wealth Management
Ohio
$604K +$604K +1,946 New
TFG
656
Taylor Financial Group
Virginia
$597K +$597K +1,923 New
VFA
657
Valeo Financial Advisors
Indiana
$595K +$10.9K +35 +2%
MHIC
658
Marble Harbor Investment Counsel
Massachusetts
$593K
MWM
659
Meridian Wealth Management
Kentucky
$585K -$565K -1,819 -49%
WT
660
Whittier Trust
California
$585K +$26.7K +86 +5%
PHIC
661
Pine Haven Investment Counsel
Massachusetts
$585K
PAS
662
Park Avenue Securities
New York
$584K +$48.1K +155 +9%
XF
663
XML Financial
Maryland
$582K +$101K +326 +21%
SFI
664
Siemens Fonds Invest
Germany
$579K +$41.6K +134 +8%
AC
665
Addison Capital
Pennsylvania
$577K
IIM
666
InTrack Investment Management
Vermont
$575K +$575K +1,852 New
SC
667
Syon Capital
California
$573K +$342K +1,102 +148%
JIC
668
Johnson Investment Counsel
Ohio
$568K +$621 +2 +0.1%
FAM
669
Formidable Asset Management
Ohio
$563K
CSIC
670
Clifford Swan Investment Counsel
California
$562K -$310 -1 -0.1%
CI Investments Inc
671
CI Investments Inc
Ontario, Canada
$559K +$55K +177 +11%
CCG
672
Chatham Capital Group
Georgia
$557K
SPG
673
Strategic Planning Group
Utah
$553K +$553K +1,782 New
HH
674
Hilltop Holdings
Texas
$552K -$13.7K -44 -2%
SPC
675
Sigma Planning Corp
Michigan
$550K -$902K -2,904 -62%