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Rockwell Automation

1,149 hedge funds and large institutions have $24.1B invested in Rockwell Automation in 2024 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 372 increasing their positions, 434 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,149
Holders Change
+3
Holders Change %
+0.26%
% of All Funds
16.62%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
108
Increased
372
Reduced
434
Closed
91
Calls
$113M
Puts
$113M
Net Calls
+$380K
Net Calls Change
+$44.1M
Name Holding Trade Value Shares
Change
Shares
Change %
TWP
751
Tyche Wealth Partners
Texas
$322K
OFS
752
Orrstown Financial Services
Pennsylvania
$322K +$322K +1,200 New
SFWA
753
Summit Financial Wealth Advisors
Louisiana
$322K +$322K +1,198 New
CI
754
Cigna Investments
Connecticut
$321K
HCA
755
Harbor Capital Advisors
Illinois
$321K +$1.88K +7 +0.6%
MA
756
MCF Advisors
Kentucky
$320K +$111K +412 +53%
CAI
757
Capital Advisors Inc
Oklahoma
$318K -$3.22K -12 -1%
GRP
758
Global Retirement Partners
California
$317K -$5.1K -19 -2%
BIAS
759
Beacon Investment Advisory Services
New Jersey
$317K -$163K -606 -34%
SIAG
760
Safeguard Investment Advisory Group
California
$317K +$805 +3 +0.3%
RCAG
761
Rehmann Capital Advisory Group
Michigan
$315K +$1.61K +6 +0.5%
MPM
762
MBB Public Markets
Illinois
$314K -$1.96M -7,295 -86%
FCT
763
First Community Trust
Iowa
$314K
AWM
764
AE Wealth Management
Kansas
$314K -$224K -836 -42%
SFG
765
SevenBridge Financial Group
Pennsylvania
$312K
HCP
766
Hardin Capital Partners
South Carolina
$311K
NP
767
NorthRock Partners
Minnesota
$311K +$67.1K +250 +28%
IC
768
Inscription Capital
Texas
$310K +$268 +1 +0.1%
FTWA
769
Fifth Third Wealth Advisors
Ohio
$310K +$24.2K +90 +8%
AIP
770
Ameritas Investment Partners
Nebraska
$308K -$13.7K -51 -4%
PP
771
Pacifica Partners
Canada
$308K
SXL
772
Summit X LLC
Missouri
$307K +$44.3K +161 +17%
TCBWMS
773
Texas Capital Bank Wealth Management Services
Texas
$307K +$307K +1,144 New
APW
774
Aurora Private Wealth
New Jersey
$307K -$537 -2 -0.2%
TPCW
775
TD Private Client Wealth
New York
$307K -$1.34K -5 -0.4%