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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 %
IC
801
Inscription Capital
Texas
$336K +$336K +1,153 New
RCAG
802
Rehmann Capital Advisory Group
Michigan
$336K -$25.1K -86 -7%
1W
803
1776 Wealth
Georgia
$334K +$291 +1 +0.1%
HA
804
Harfst & Associates
Wyoming
$333K -$4.66K -16 -1%
CCA
805
Cadent Capital Advisors
Oklahoma
$332K -$28.3K -97 -8%
CFS
806
Cannon Financial Strategists
Georgia
$331K
WI
807
Wintrust Investments
Illinois
$330K -$51.8K -178 -14%
PCM
808
Parsons Capital Management
Rhode Island
$330K
AP
809
Americana Partners
Texas
$328K -$4.24M -14,544 -93%
Empower Advisory Group
810
Empower Advisory Group
Colorado
$327K +$38.5K +132 +13%
KA
811
KLCM Advisors
Wisconsin
$326K -$1.17K -4 -0.4%
TAM
812
Tealwood Asset Management
Minnesota
$326K
FGA
813
Fortis Group Advisors
New Jersey
$325K +$104K +357 +47%
UBV
814
United Bank (Virginia)
Virginia
$325K
PP
815
Pacifica Partners
Canada
$324K
QCG
816
Quadrant Capital Group
Ohio
$323K -$2.33K -8 -0.7%
SFG
817
SevenBridge Financial Group
Pennsylvania
$321K +$5.48K +20 +2%
SWM
818
SeaCrest Wealth Management
New York
$321K -$141K -485 -31%
APW
819
Aurora Private Wealth
New Jersey
$320K
BPCA
820
Bank Pictet & Cie (Asia)
Singapore
$320K -$1.09M -3,743 -77%
P
821
Pitcairn
Pennsylvania
$319K +$12.8K +44 +4%
CICI
822
Capital Investment Counsel Inc
North Carolina
$318K
NP
823
NorthRock Partners
Minnesota
$317K +$583 +2 +0.2%
R
824
Rebalance
California
$315K
WP
825
WealthPLAN Partners
Nebraska
$315K -$26.8K -92 -8%