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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 %
AP
776
Adero Partners
California
$388K -$40.7K -131 -9%
MAWA
777
Moss Adams Wealth Advisors
Washington
$386K +$18.3K +59 +5%
CW
778
CreativeOne Wealth
Kansas
$385K +$4.66K +15 +1%
RCAG
779
Rehmann Capital Advisory Group
Michigan
$385K -$931 -3 -0.2%
CCA
780
Cadent Capital Advisors
Oklahoma
$384K -$112K -362 -23%
GCP
781
GSA Capital Partners
United Kingdom
$384K +$384K +1,238 New
BFS
782
Bradley Foster & Sargent
Connecticut
$384K +$30.4K +98 +9%
CI
783
Cigna Investments
Connecticut
$383K
WP
784
WealthSource Partners
California
$380K
NS
785
NBC Securities
Alabama
$380K
CAI
786
Capital Advisors Inc
Oklahoma
$380K -$145K -466 -28%
SAM
787
Steinberg Asset Management
New York
$380K
PMSA
788
Patrick M. Sweeney & Associates
Illinois
$380K +$380K +1,223 New
CCA
789
Cobblestone Capital Advisors
New York
$379K +$82.6K +266 +28%
TCPWM
790
Traverso Chambers Private Wealth Management
California
$377K
CA
791
Clearstead Advisors
Ohio
$377K -$1.15M -3,703 -75%
APA
792
Astoria Portfolio Advisors
New York
$375K -$5.46K -21 -1%
CDH
793
Charles D. Hyman
$374K
TWP
794
Tyche Wealth Partners
Texas
$373K +$373K +1,200 New
NO
795
Ninety One
South Africa
$370K
SIAG
796
Safeguard Investment Advisory Group
California
$364K +$1.24K +4 +0.3%
WP
797
WealthPLAN Partners
Nebraska
$364K
CGA
798
Crescent Grove Advisors
Illinois
$363K
FCT
799
First Community Trust
Iowa
$363K
BW
800
Bison Wealth
Georgia
$363K +$11.5K +37 +3%