ROK icon

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 %
HW
676
Hancock Whitney
Mississippi
$547K +$9.63K +31 +2%
TCA
677
Transcend Capital Advisors
New Jersey
$545K -$46K -148 -8%
1SB
678
1ST Source Bank
Indiana
$536K -$582K -1,875 -52%
WWG
679
West Wealth Group
California
$534K +$311 +1 +0.1%
BL
680
Balentine LLC
Georgia
$533K +$63.7K +205 +14%
EWS
681
Eagle Wealth Strategies
New Jersey
$530K +$530K +1,707 New
TCOV
682
Trust Company of Vermont
Vermont
$527K
FFA
683
Fragasso Financial Advisors
Pennsylvania
$526K -$621 -2 -0.1%
HAIM
684
Hunter Associates Investment Management
Pennsylvania
$526K
MSAM
685
Moloney Securities Asset Management
Missouri
$526K +$4.66K +15 +0.9%
MA
686
MCF Advisors
Kentucky
$526K +$263K +847 +100%
ECU
687
Eisler Capital (UK)
United Kingdom
$520K +$520K +1,676 New
NL
688
Navalign LLC
California
$520K +$2.17K +7 +0.4%
TC
689
Telemus Capital
Michigan
$520K -$24.5K -79 -5%
BWM
690
Baystate Wealth Management
Massachusetts
$520K +$31.1K +100 +6%
CCC
691
Chelsea Counsel Company
California
$519K
ONB
692
Old National Bancorp
Indiana
$519K -$163K -525 -24%
PA
693
Procyon Advisors
Connecticut
$517K -$34.8K -112 -6%
MFG
694
Merit Financial Group
Georgia
$515K +$2.17K +7 +0.4%
SA
695
Sicart Associates
New York
$512K
AWM
696
Avitas Wealth Management
California
$508K -$1.86K -6 -0.4%
DA
697
DCM Advisors
New York
$507K -$7.45K -24 -1%
CCT
698
Capital City Trust
Florida
$505K -$2.48K -8 -0.5%
I
699
InceptionR
California
$505K +$505K +1,625 New
WPW
700
Watershed Private Wealth
Illinois
$503K +$122K +393 +32%