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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 %
CAI
751
Capital Advisors Inc
Oklahoma
$329K -$3.58K -13 -1%
SB
752
Simmons Bank
Arkansas
$329K -$43.5K -158 -12%
HCA
753
Harbor Capital Advisors
Illinois
$327K +$275 +1 +0.1%
SIAG
754
Safeguard Investment Advisory Group
California
$324K +$826 +3 +0.3%
CGA
755
Crescent Grove Advisors
Illinois
$322K +$275 +1 +0.1%
HCP
756
Hardin Capital Partners
South Carolina
$322K +$322K +1,170 New
RCAG
757
Rehmann Capital Advisory Group
Michigan
$322K +$4.4K +16 +1%
FCT
758
First Community Trust
Iowa
$322K
AFG
759
Atomi Financial Group
New York
$320K -$34.4K -125 -10%
P
760
Pitcairn
Pennsylvania
$319K +$17.1K +62 +6%
IC
761
Inscription Capital
Texas
$318K
NRG
762
Nemes Rush Group
Michigan
$317K -$212K -769 -40%
PWPS
763
Pinnacle Wealth Planning Services
Ohio
$316K +$33K +120 +12%
TPCW
764
TD Private Client Wealth
New York
$316K +$125K +454 +65%
APW
765
Aurora Private Wealth
New Jersey
$316K +$4.69K +17 +2%
1W
766
1776 Wealth
Georgia
$316K +$275 +1 +0.1%
HA
767
Harfst & Associates
Wyoming
$315K
CFS
768
Cannon Financial Strategists
Georgia
$313K
NL
769
NWAM LLC
Washington
$309K +$275 +1 +0.1%
LIM
770
Leavell Investment Management
Alabama
$309K -$303K -1,101 -50%
KA
771
KLCM Advisors
Wisconsin
$308K
CWM
772
Centric Wealth Management
Illinois
$308K +$6.65K +24 +2%
ACM
773
Andina Capital Management
Utah
$307K +$24.8K +90 +9%
UBV
774
United Bank (Virginia)
Virginia
$307K
PP
775
Pacifica Partners
Canada
$306K