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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 %
SAM
751
Summit Asset Management
Tennessee
$422K -$10.6K -34 -2%
FAG
752
Fortitude Advisory Group
Washington
$422K +$8.38K +27 +2%
SWP
753
Semus Wealth Partners
Florida
$421K +$421K +1,357 New
GIA
754
Gladstone Institutional Advisory
Florida
$421K -$1.86K -6 -0.4%
HCM
755
Hutchinson Capital Management
California
$420K -$931 -3 -0.2%
FFN
756
Focus Financial Network
Minnesota
$419K +$23.3K +75 +6%
AU
757
Algebris (UK)
United Kingdom
$413K +$187K +664 +82%
NJBEST
758
New Jersey Better Educational Savings Trust
New Jersey
$413K
WI
759
Wintrust Investments
Illinois
$407K +$310 +1 +0.1%
HI
760
Harbour Investments
Wisconsin
$405K +$85.7K +276 +27%
DAS
761
Dynamic Advisor Solutions
Arizona
$404K +$2.44K +8 +0.6%
VBCG
762
Valley Brook Capital Group
Pennsylvania
$404K
BP
763
Ballentine Partners
Massachusetts
$404K +$68K +219 +20%
CIA
764
Concurrent Investment Advisors
Florida
$401K +$401K +1,292 New
LSAG
765
Lake Street Advisors Group
New Hampshire
$401K +$401K +1,291 New
WWP
766
WR Wealth Planners
Missouri
$399K +$45.3K +146 +13%
9WM
767
9258 Wealth Management
Ohio
$397K -$25.1K -81 -6%
1WM
768
1900 Wealth Management
Texas
$396K
AIP
769
Ameritas Investment Partners
Nebraska
$396K -$27.6K -89 -7%
VAM
770
Verity Asset Management
North Carolina
$394K +$13.7K +44 +4%
GLA
771
Great Lakes Advisors
Illinois
$394K -$394K -1,269 -50%
FPCP
772
Fort Point Capital Partners
California
$394K -$18.9K -61 -5%
CCMG
773
Clark Capital Management Group
Pennsylvania
$392K -$931 -3 -0.2%
AFG
774
Atomi Financial Group
New York
$390K +$46.9K +151 +14%
CA
775
Centerpoint Advisors
Massachusetts
$388K