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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 %
IA
776
IFP Advisors
Florida
$367K -$37.3K -128 -9%
BIM
777
Bridges Investment Management
Nebraska
$365K +$365K +1,254 New
CA
778
Centerpoint Advisors
Massachusetts
$364K
MWM
779
Moran Wealth Management
Florida
$360K +$147K +506 +69%
HH
780
Hilltop Holdings
Texas
$356K -$161K -554 -31%
SAM
781
Steinberg Asset Management
New York
$356K
VAM
782
Verity Asset Management
North Carolina
$355K -$14.6K -50 -4%
CCA
783
Cobblestone Capital Advisors
New York
$355K
MS
784
Madden Securities
Texas
$354K -$109K -375 -24%
CI
785
Cigna Investments
Connecticut
$353K -$6.41K -22 -2%
FFN
786
Focus Financial Network
Minnesota
$353K -$15.9K -58 -4%
CAI
787
Capital Advisors Inc
Oklahoma
$352K -$4.37K -15 -1%
NS
788
NBC Securities
Alabama
$351K -$7.3K -25 -2%
CDH
789
Charles D. Hyman
$351K
TWP
790
Tyche Wealth Partners
Texas
$350K
IAIM
791
International Assets Investment Management
Florida
$347K +$77.1K +272 +29%
HCA
792
Harbor Capital Advisors
Illinois
$346K +$346K +1,187 New
OR
793
Olympiad Research
Connecticut
$346K +$137K +469 +65%
HIP
794
HUB Investment Partners
Texas
$345K +$345K +1,185 New
CAG
795
Crestwood Advisors Group
Massachusetts
$345K +$345K +1,183 New
AWM
796
AE Wealth Management
Kansas
$342K -$952K -3,271 -74%
SIAG
797
Safeguard Investment Advisory Group
California
$342K -$291 -1 -0.1%
CGA
798
Crescent Grove Advisors
Illinois
$341K
FCT
799
First Community Trust
Iowa
$340K
Wellington Management Group
800
Wellington Management Group
Massachusetts
$338K +$57.1K +196 +20%