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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 %
FCBT
701
First Citizens Bank & Trust
North Carolina
$502K
PWMG
702
Prestige Wealth Management Group
New Jersey
$501K +$5.28K +17 +1%
CCM
703
Chilton Capital Management
Texas
$501K
EWM
704
Evercore Wealth Management
New York
$499K -$31K -100 -6%
PMG
705
ProVise Management Group
Florida
$497K
OKSA
706
O'Keefe Stevens Advisory
New York
$497K +$248K +800 +100%
MS
707
Madden Securities
Texas
$494K -$6.21K -20 -1%
RJT
708
Raymond James Trust
Florida
$488K -$16.5K -53 -3%
HI
709
Horizon Investments
North Carolina
$486K +$6.83K +22 +1%
JDR
710
Jay D. Rosenbaum
$484K -$531K -1,711 -52%
SWM
711
SeaCrest Wealth Management
New York
$484K -$57.7K -189 -11%
CCA
712
Checchi Capital Advisers
California
$483K +$4.97K +16 +1%
DGAM
713
Desjardins Global Asset Management
Quebec, Canada
$483K -$283K -913 -37%
HCM
714
Hengehold Capital Management
Ohio
$477K
PA
715
Profund Advisors
Maryland
$475K +$67.1K +216 +16%
CCG
716
Ceeto Capital Group
Florida
$466K
WIM
717
Westside Investment Management
California
$466K
AA
718
Argent Advisors
Louisiana
$466K +$186K +600 +67%
MA
719
Montag & Associates
Georgia
$465K -$32K -103 -6%
LIM
720
Leavell Investment Management
Alabama
$464K +$14K +45 +3%
SEEDPG
721
S.E.E.D. Planning Group
New York
$464K -$87.2K -281 -16%
CPCP
722
Cedar Point Capital Partners
Iowa
$460K +$460K +1,481 New
STAS
723
Strong Tower Advisory Services
Minnesota
$457K +$21.1K +68 +5%
CGL
724
Clarius Group LLC
Washington
$457K -$18.6K -60 -4%
FFA
725
Farther Finance Advisors
California
$453K +$135K +436 +43%