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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 %
EHC
726
Everett Harris & Co
California
$358K +$165K +600 +86%
LPU
727
Lansdowne Partners (UK)
United Kingdom
$356K +$103K +375 +41%
FPAS
728
Focus Partners Advisor Solutions
Missouri
$356K +$356K +1,292 New
FPCP
729
Fort Point Capital Partners
California
$355K +$5.78K +21 +2%
QCM
730
Quantinno Capital Management
New York
$354K -$109K -397 -24%
JFG
731
Jefferies Financial Group
New York
$354K -$252K -914 -42%
FFA
732
Fragasso Financial Advisors
Pennsylvania
$353K -$115K -416 -24%
CFA
733
Cahill Financial Advisors
Minnesota
$353K +$1.65K +6 +0.5%
CCM
734
Chilton Capital Management
Texas
$350K +$1.93K +7 +0.6%
EP
735
Edgestream Partners
New Jersey
$350K +$350K +1,270 New
1WM
736
1900 Wealth Management
Texas
$347K -$5.51K -20 -2%
BIM
737
Bridges Investment Management
Nebraska
$345K
SA
738
Sicart Associates
New York
$344K -$110K -400 -24%
CA
739
Centerpoint Advisors
Massachusetts
$344K
SAM
740
Steinberg Asset Management
New York
$337K
SWM
741
SeaCrest Wealth Management
New York
$335K +$32.5K +118 +11%
MS
742
Madden Securities
Texas
$334K
FHB
743
First Hawaiian Bank
Hawaii
$331K -$490K -1,779 -60%
PIN
744
Prudent Investors Network
California
$331K -$29.7K -108 -8%
CDH
745
Charles D. Hyman
$331K
GRP
746
Global Retirement Partners
California
$331K +$113K +409 +52%
HIP
747
HUB Investment Partners
Texas
$330K +$4.13K +15 +1%
AIP
748
Ameritas Investment Partners
Nebraska
$330K -$20.4K -74 -6%
TWP
749
Tyche Wealth Partners
Texas
$330K
CI
750
Cigna Investments
Connecticut
$329K -$4.96K -18 -1%