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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 %
AF
776
Advisornet Financial
Minnesota
$306K +$78.4K +292 +35%
CFS
777
Cannon Financial Strategists
Georgia
$305K
VC
778
Vicus Capital
Pennsylvania
$304K +$304K +1,132 New
PCA
779
Prosperity Capital Advisors
Ohio
$303K +$31.4K +117 +12%
DFCM
780
Dark Forest Capital Management
Puerto Rico
$302K +$302K +1,125 New
TAM
781
Tealwood Asset Management
Minnesota
$301K +$301K +1,120 New
DTL
782
Dynamic Technology Lab
Singapore
$300K +$300K +1,119 New
UBV
783
United Bank (Virginia)
Virginia
$299K
AFG
784
Atomi Financial Group
New York
$298K -$14.5K -54 -5%
KP
785
Keel Point
Alabama
$293K -$16.1K -60 -5%
CICI
786
Capital Investment Counsel Inc
North Carolina
$293K
CW
787
CreativeOne Wealth
Kansas
$292K +$25.8K +96 +10%
R
788
Rebalance
California
$291K
ACM
789
Andina Capital Management
Utah
$289K -$9.93K -37 -3%
PCM
790
Parsons Capital Management
Rhode Island
$288K
1W
791
1776 Wealth
Georgia
$287K -$21.2K -79 -7%
FMTC
792
Farmers & Merchants Trust Company
California
$286K
RC
793
Rovin Capital
Arizona
$286K +$286K +1,065 New
JCM
794
Jacobi Capital Management
Pennsylvania
$284K +$21.7K +81 +8%
CLA
795
Carnegie Lake Advisors
New Jersey
$281K +$281K +1,048 New
NL
796
NWAM LLC
Washington
$280K -$21.2K -79 -7%
BC
797
Belmont Capital
California
$280K
FAG
798
Fortitude Advisory Group
Washington
$280K -$2.68K -10 -1%
BF
799
BOK Financial
Oklahoma
$280K -$530 -2 -0.2%
SB
800
Simmons Bank
Arkansas
$279K -$41.1K -153 -13%