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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 %
ANBT
701
American National Bank & Trust
Texas
$400K -$33.3K -124 -8%
PP
702
Patron Partners
Texas
$400K
CCA
703
Checchi Capital Advisers
California
$399K -$31.1K -116 -7%
MC
704
Middleton & Co
Massachusetts
$396K
CJL
705
Cyrus J. Lawrence
New York
$391K -$25.2K -94 -6%
KAM
706
Kraft Asset Management
Tennessee
$390K +$1.07K +4 +0.3%
FRA
707
Frank Rimerman Advisors
California
$388K -$3.22K -12 -0.8%
NFG
708
Nations Financial Group
Iowa
$384K -$11K -41 -3%
MSAM
709
Moloney Securities Asset Management
Missouri
$384K -$6.71K -25 -2%
MIA
710
MainStreet Investment Advisors
Illinois
$382K -$242K -901 -39%
BHWM
711
Bar Harbor Wealth Management
New Hampshire
$380K -$96.9K -361 -20%
JIC
712
Johnson Investment Counsel
Ohio
$379K +$1.34K +5 +0.4%
NRWA
713
North Ridge Wealth Advisors
Oregon
$379K
FCA
714
FinTrust Capital Advisors
South Carolina
$378K +$16.9K +63 +5%
SAM
715
Shell Asset Management
Netherlands
$376K +$376K +1,402 New
CAM
716
Costello Asset Management
Pennsylvania
$376K
VFA
717
Valeo Financial Advisors
Indiana
$372K -$227K -846 -38%
PA
718
Profund Advisors
Maryland
$370K -$124K -462 -25%
EWM
719
Evercore Wealth Management
New York
$370K -$21.2K -79 -5%
GIA
720
Gladstone Institutional Advisory
Florida
$370K +$92.1K +343 +33%
WWG
721
West Wealth Group
California
$368K -$98K -365 -21%
PA
722
Parallel Advisors
California
$368K -$11.8K -44 -3%
PMSA
723
Patrick M. Sweeney & Associates
Illinois
$367K +$806 +3 +0.2%
HCM
724
Hengehold Capital Management
Ohio
$365K -$47.8K -178 -12%
HCM
725
Hutchinson Capital Management
California
$365K +$268 +1 +0.1%