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Rockwell Automation

1,192 hedge funds and large institutions have $26.3B invested in Rockwell Automation in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 432 increasing their positions, 416 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,192
Holders Change
-20
Holders Change %
-1.65%
% of All Funds
17.28%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
116
Increased
432
Reduced
416
Closed
120
Calls
$134M
Puts
$180M
Net Calls
-$46.6M
Net Calls Change
-$70.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
726
Parallel Advisors
California
$442K +$34.7K +119 +9%
KLCM
727
KG&L Capital Management
Louisiana
$438K +$230K +790 +111%
CCG
728
Ceeto Capital Group
Florida
$437K
AA
729
Argent Advisors
Louisiana
$437K
WIM
730
Westside Investment Management
California
$437K
PP
731
Patron Partners
Texas
$437K +$28.6K +98 +7%
CA
732
Cullinan Associates
Kentucky
$437K +$437K +1,500 New
FFP
733
FourThought Financial Partners
Florida
$437K +$184K +632 +73%
NFG
734
Nations Financial Group
Iowa
$433K +$9.33K +32 +2%
CPCP
735
Cedar Point Capital Partners
Iowa
$431K
FAG
736
Fortitude Advisory Group
Washington
$429K +$33.5K +115 +8%
MIS
737
Morningstar Investment Services
Illinois
$429K -$443K -1,523 -51%
DAS
738
Dynamic Advisor Solutions
Arizona
$426K +$40.2K +138 +10%
9WM
739
9258 Wealth Management
Ohio
$424K +$51.9K +178 +14%
EL
740
EMFO LLC
Florida
$423K +$423K +1,451 New
AWP
741
Ascent Wealth Partners
New York
$422K +$2.91K +10 +0.7%
PCA
742
Prosperity Capital Advisors
Ohio
$418K +$418K +1,434 New
CSA
743
Cottage Street Advisors
Massachusetts
$412K +$109K +375 +36%
GBT
744
Grove Bank & Trust
Florida
$411K +$400K +1,374 +3,714%
NRWA
745
North Ridge Wealth Advisors
Oregon
$411K
IG
746
ING Group
Netherlands
$409K -$10.2M -34,996 -96%
MC
747
Middleton & Co
Massachusetts
$408K
CAM
748
Costello Asset Management
Pennsylvania
$408K
MOS
749
MGO One Seven
Ohio
$408K +$2.04K +7 +0.5%
SP
750
Symmetry Partners
Connecticut
$406K