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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 %
LA
726
LBP AM
France
$452K -$2.18M -7,027 -83%
NFG
727
Nations Financial Group
Iowa
$451K +$156K +501 +53%
GVAG
728
Great Valley Advisor Group
Delaware
$451K +$70.1K +226 +18%
WWM
729
Whalen Wealth Management
Nevada
$450K +$450K +1,449 New
AWP
730
Ascent Wealth Partners
New York
$447K +$9K +29 +2%
CCI
731
Credit Capital Investments
New Jersey
$446K
MC
732
Machina Capital
France
$445K +$445K +1,432 New
ACA
733
Aptus Capital Advisors
Alabama
$438K -$18.9K -61 -4%
NRWA
734
North Ridge Wealth Advisors
Oregon
$438K
WSTAM
735
Wilbanks Smith & Thomas Asset Management
Virginia
$436K
PP
736
Patron Partners
Texas
$435K
MC
737
Middleton & Co
Massachusetts
$435K
CAM
738
Costello Asset Management
Pennsylvania
$435K
PA
739
Parallel Advisors
California
$434K -$28.6K -92 -6%
ACP
740
Aviance Capital Partners
Florida
$434K +$12.7K +41 +3%
CT
741
Cambridge Trust
Massachusetts
$433K
SP
742
Symmetry Partners
Connecticut
$433K -$60.9K -196 -12%
MOS
743
MGO One Seven
Ohio
$432K +$42.8K +138 +11%
SB
744
Simmons Bank
Arkansas
$432K -$20.8K -67 -5%
IA
745
IFP Advisors
Florida
$431K +$41.6K +134 +11%
ET
746
Equitable Trust
Tennessee
$430K
CWS
747
Confluence Wealth Services
Pennsylvania
$428K -$621 -2 -0.1%
FCA
748
FinTrust Capital Advisors
South Carolina
$428K +$310 +1 +0.1%
ABC
749
Associated Banc-Corp
Wisconsin
$427K -$4.66K -15 -1%
EF
750
Empowered Funds
Pennsylvania
$423K +$50K +161 +13%