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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 %
SEEDPG
676
S.E.E.D. Planning Group
New York
$538K +$103K +353 +24%
NW
677
NewEdge Wealth
Pennsylvania
$536K -$58.3K -216 -10%
JIC
678
Johnson Investment Counsel
Ohio
$534K +$583 +2 +0.1%
BCM
679
Brookstone Capital Management
Illinois
$529K +$216K +742 +69%
CSIC
680
Clifford Swan Investment Counsel
California
$528K
DF
681
Donoghue Forlines
Massachusetts
$527K +$527K +1,810 New
FC
682
Forte Capital
New York
$526K +$526K +1,806 New
HW
683
Hancock Whitney
Mississippi
$526K +$12.8K +44 +2%
TCA
684
Transcend Capital Advisors
New Jersey
$525K +$13.1K +45 +3%
SFI
685
Siemens Fonds Invest
Germany
$525K -$18.4K -63 -3%
CCG
686
Chatham Capital Group
Georgia
$523K
TCM
687
Twin Capital Management
Pennsylvania
$517K -$554K -1,900 -52%
OCBCO
688
Oversea-Chinese Banking Corp (OCBC)
Singapore
$515K +$515K +1,769 New
GVAG
689
Great Valley Advisor Group
Delaware
$512K +$88.9K +305 +21%
WWG
690
West Wealth Group
California
$503K +$2.33K +8 +0.5%
MA
691
MCF Advisors
Kentucky
$499K +$5.25K +18 +1%
TCOV
692
Trust Company of Vermont
Vermont
$495K +$874 +3 +0.2%
FFA
693
Fragasso Financial Advisors
Pennsylvania
$495K +$874 +3 +0.2%
IIM
694
InTrack Investment Management
Vermont
$492K -$47.2K -162 -9%
QCM
695
Quantinno Capital Management
New York
$491K -$428K -1,469 -47%
HAIM
696
Hunter Associates Investment Management
Pennsylvania
$491K -$4.38K -15 -0.9%
NL
697
Navalign LLC
California
$490K +$2.04K +7 +0.4%
VFA
698
Valeo Financial Advisors
Indiana
$490K -$37.5K -136 -7%
1SB
699
1ST Source Bank
Indiana
$490K -$12.5K -43 -2%
CCC
700
Chelsea Counsel Company
California
$487K