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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 %
CCP
801
Clarity Capital Partners
California
$362K +$362K +1,167 New
FMTC
802
Farmers & Merchants Trust Company
California
$362K +$64.6K +208 +22%
HA
803
Harfst & Associates
Wyoming
$360K
KV
804
Kickstand Ventures
New York
$359K -$16.5K -53 -4%
SFG
805
SevenBridge Financial Group
Pennsylvania
$358K +$9.32K +30 +3%
AFG
806
Allegheny Financial Group
Pennsylvania
$357K +$10.6K +34 +3%
1W
807
1776 Wealth
Georgia
$356K
CFS
808
Cannon Financial Strategists
Georgia
$353K
SIA
809
Schechter Investment Advisors
Michigan
$352K +$25.8K +83 +8%
CFFP
810
Center for Financial Planning
Michigan
$351K -$24.2K -78 -6%
PCM
811
Parsons Capital Management
Rhode Island
$351K
APW
812
Aurora Private Wealth
New Jersey
$351K
DP
813
Dearborn Partners
Illinois
$350K
JCM
814
Jacobi Capital Management
Pennsylvania
$350K +$31K +100 +10%
KA
815
KLCM Advisors
Wisconsin
$349K -$3.73K -12 -1%
TAM
816
Tealwood Asset Management
Minnesota
$348K
QCG
817
Quadrant Capital Group
Ohio
$346K +$11.5K +37 +3%
AI
818
Atom Investors
Texas
$346K -$11.5K -37 -3%
UBV
819
United Bank (Virginia)
Virginia
$346K
MBTD
820
Mechanics Bank - Trust Department
California
$343K
FDCDDQ
821
Federation des caisses Desjardins du Quebec
Quebec, Canada
$341K -$2.79K -9 -0.8%
CT
822
Chicago Trust
Illinois
$340K -$15.5K -50 -4%
CICI
823
Capital Investment Counsel Inc
North Carolina
$338K +$338K +1,090 New
AA
824
ALPS Advisors
Colorado
$338K -$18.6K -60 -5%
CWM
825
Connecticut Wealth Management
Connecticut
$337K