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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 %
CA
676
Claro Advisors
Massachusetts
$447K -$7.52K -28 -2%
1SB
677
1ST Source Bank
Indiana
$445K -$6.71K -25 -1%
TFG
678
Taylor Financial Group
Virginia
$442K -$68.5K -255 -13%
TWM
679
Trueblood Wealth Management
Ohio
$439K -$1.88K -7 -0.4%
BRWA
680
B. Riley Wealth Advisors
Florida
$438K -$36.8K -138 -8%
FAM
681
Formidable Asset Management
Ohio
$435K -$4.56K -17 -1%
PMG
682
ProVise Management Group
Florida
$435K +$2.42K +9 +0.6%
WPW
683
Watershed Private Wealth
Illinois
$435K
PFA
684
Pure Financial Advisors
California
$432K -$1.34K -5 -0.3%
OKSA
685
O'Keefe Stevens Advisory
New York
$430K
EHC
686
Everett Harris & Co
California
$430K +$80.5K +300 +23%
RCM
687
Regency Capital Management
Hawaii
$430K +$430K +1,600 New
LPU
688
Lansdowne Partners (UK)
United Kingdom
$424K +$76K +283 +22%
BP
689
Ballentine Partners
Massachusetts
$423K +$41.9K +156 +11%
HI
690
Horizon Investments
North Carolina
$413K -$13.7K -51 -3%
IA
691
IFP Advisors
Florida
$412K +$51.6K +192 +14%
RMC
692
Resources Management Corp
Connecticut
$410K +$343K +1,278 +511%
VI
693
Versor Investments
New York
$409K +$409K +1,525 New
FFA
694
Farther Finance Advisors
California
$409K -$806 -3 -0.2%
PWMG
695
Prestige Wealth Management Group
New Jersey
$407K -$17.5K -65 -4%
9WM
696
9258 Wealth Management
Ohio
$406K +$2.95K +11 +0.7%
HI
697
Harbour Investments
Wisconsin
$406K +$9.94K +37 +3%
XF
698
XML Financial
Maryland
$405K -$35.7K -133 -8%
CCG
699
Ceeto Capital Group
Florida
$403K
WIM
700
Westside Investment Management
California
$403K