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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 %
FCA
751
FinTrust Capital Advisors
South Carolina
$402K +$291 +1 +0.1%
CGL
752
Clarius Group LLC
Washington
$400K -$28.6K -98 -7%
ABC
753
Associated Banc-Corp
Wisconsin
$399K -$1.46K -5 -0.4%
FFA
754
Farther Finance Advisors
California
$398K -$15.9K -56 -4%
PMSA
755
Patrick M. Sweeney & Associates
Illinois
$398K +$41.4K +142 +12%
PCM
756
Prelude Capital Management
New York
$396K +$126K +431 +46%
HCM
757
Hutchinson Capital Management
California
$394K +$291 +1 +0.1%
SB
758
Simmons Bank
Arkansas
$394K -$11.1K -38 -3%
SWP
759
Semus Wealth Partners
Florida
$393K -$2.33K -8 -0.6%
WSTAM
760
Wilbanks Smith & Thomas Asset Management
Virginia
$388K -$20.7K -71 -5%
NJBEST
761
New Jersey Better Educational Savings Trust
New Jersey
$387K
LSAG
762
Lake Street Advisors Group
New Hampshire
$387K +$11.1K +38 +3%
BP
763
Ballentine Partners
Massachusetts
$387K +$8.16K +28 +2%
CT
764
Cambridge Trust
Massachusetts
$383K -$23.3K -80 -6%
PIN
765
Prudent Investors Network
California
$382K +$382K +1,311 New
VBCG
766
Valley Brook Capital Group
Pennsylvania
$379K
SPIA
767
Steward Partners Investment Advisory
New York
$378K +$131K +450 +53%
AFG
768
Atomi Financial Group
New York
$376K +$9.91K +34 +3%
1WM
769
1900 Wealth Management
Texas
$373K +$583 +2 +0.2%
CW
770
CreativeOne Wealth
Kansas
$372K +$10.8K +37 +3%
CFA
771
Cahill Financial Advisors
Minnesota
$372K +$157K +538 +73%
AIP
772
Ameritas Investment Partners
Nebraska
$371K
WWP
773
WR Wealth Planners
Missouri
$370K -$4.37K -15 -1%
FPCP
774
Fort Point Capital Partners
California
$369K -$291 -1 -0.1%
CCM
775
Chilton Capital Management
Texas
$369K -$101K -348 -22%