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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 %
WWM
651
WJ Wealth Management
Arizona
$606K
PIM
652
Plato Investment Management
Australia
$604K +$602K +2,066 +34,433%
MFG
653
Merit Financial Group
Georgia
$599K +$145K +528 +32%
QIM
654
Quantitative Investment Management
Virginia
$599K +$599K +2,057 New
MIM
655
MTM Investment Management
South Carolina
$599K +$3.79K +13 +0.6%
MA
656
Montag & Associates
Georgia
$598K +$162K +555 +37%
CL
657
Choreo LLC
Illinois
$596K +$23.9K +82 +4%
DA
658
Duality Advisers
Florida
$588K +$588K +2,019 New
Bessemer Group
659
Bessemer Group
New Jersey
$584K +$6.12K +21 +1%
CCT
660
Chemung Canal Trust
New York
$583K -$3.75M -12,871 -87%
SPG
661
Strategic Planning Group
Utah
$579K +$60.3K +207 +12%
EIG
662
Ellenbecker Investment Group
Wisconsin
$579K -$10.5K -36 -2%
WT
663
Whittier Trust
California
$573K +$23.9K +82 +4%
FFA
664
Frazier Financial Advisors
Ohio
$572K -$10.2K -35 -2%
CIA
665
Capital Investment Advisors
Georgia
$572K +$291 +1 +0.1%
XF
666
XML Financial
Maryland
$565K +$18.9K +65 +3%
VI
667
Vestcor Inc
New Brunswick, Canada
$563K -$137K -470 -20%
NRG
668
Nemes Rush Group
Michigan
$559K -$1.02M -3,490 -65%
TC
669
TownSquare Capital
Utah
$559K +$288K +988 +106%
MHIC
670
Marble Harbor Investment Counsel
Massachusetts
$556K
TFG
671
Taylor Financial Group
Virginia
$554K -$5.83K -20 -1%
CCP
672
Clarity Capital Partners
California
$554K +$214K +735 +63%
PHIC
673
Pine Haven Investment Counsel
Massachusetts
$549K
PA
674
Profund Advisors
Maryland
$547K +$102K +349 +23%
IMCOOI
675
Investment Management Corp of Ontario (IMCO)
Canada
$540K -$233K -800 -30%