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Rockwell Automation

1,146 hedge funds and large institutions have $25.2B invested in Rockwell Automation in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 399 increasing their positions, 423 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,146
Holders Change
-46
Holders Change %
-3.86%
% of All Funds
16.67%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
87
Increased
399
Reduced
423
Closed
118
Calls
$97.1M
Puts
$141M
Net Calls
-$43.7M
Net Calls Change
+$2.85M
Name Holding Trade Value Shares
Change
Shares
Change %
KAM
701
Kraft Asset Management
Tennessee
$399K +$399K +1,448 New
MIS
702
Morningstar Investment Services
Illinois
$395K
BP
703
Ballentine Partners
Massachusetts
$391K +$25.6K +93 +7%
PA
704
Parallel Advisors
California
$389K -$28.6K -104 -7%
NRWA
705
North Ridge Wealth Advisors
Oregon
$388K
JIC
706
Johnson Investment Counsel
Ohio
$387K -$118K -428 -23%
DAS
707
Dynamic Advisor Solutions
Arizona
$387K -$16.2K -59 -4%
CAM
708
Costello Asset Management
Pennsylvania
$385K
SP
709
Symmetry Partners
Connecticut
$384K
EWM
710
Empirical Wealth Management
Washington
$381K -$244K -885 -39%
WI
711
Wintrust Investments
Illinois
$378K +$65.6K +238 +21%
ABC
712
Associated Banc-Corp
Wisconsin
$377K +$551 +2 +0.1%
PMSA
713
Patrick M. Sweeney & Associates
Illinois
$375K -$551 -2 -0.1%
BCA
714
Bay Colony Advisors
Massachusetts
$374K -$426K -1,549 -53%
HCM
715
Hutchinson Capital Management
California
$374K +$1.1K +4 +0.3%
Jones Financial Companies
716
Jones Financial Companies
Missouri
$373K +$257K +935 +223%
BPA
717
Beacon Pointe Advisors
California
$371K -$486K -1,765 -57%
FCA
718
FinTrust Capital Advisors
South Carolina
$371K -$9.08K -33 -2%
IA
719
IFP Advisors
Florida
$370K +$22.6K +82 +7%
CCA
720
Cobblestone Capital Advisors
New York
$367K +$31.7K +115 +9%
AA
721
Ancora Advisors
Ohio
$366K +$111K +402 +43%
CGL
722
Clarius Group LLC
Washington
$362K -$16.5K -60 -4%
LSAG
723
Lake Street Advisors Group
New Hampshire
$360K -$5.23K -19 -1%
CA
724
Cullinan Associates
Kentucky
$358K -$55.1K -200 -13%
VBCG
725
Valley Brook Capital Group
Pennsylvania
$358K