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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 %
NP
826
NorthRock Partners
Minnesota
$337K +$337K +1,086 New
R
827
Rebalance
California
$336K
BWM
828
BNC Wealth Management
Oregon
$336K -$7.45K -24 -2%
BCM
829
Brookstone Capital Management
Illinois
$333K +$6.21K +20 +2%
NERM
830
New England Research & Management
Illinois
$331K +$331K +1,065 New
LW
831
Linscomb Wealth
Texas
$331K
CTC
832
Central Trust Company
Missouri
$330K -$109K -350 -25%
FP
833
Foundry Partners
Minnesota
$327K
P
834
Pitcairn
Pennsylvania
$327K -$10.9K -35 -3%
HCM
835
Highlander Capital Management
New Jersey
$325K
PCM
836
Penserra Capital Management
California
$322K -$62.2K -201 -16%
LOPW
837
Live Oak Private Wealth
North Carolina
$321K
PWPS
838
Pinnacle Wealth Planning Services
Ohio
$320K -$310 -1 -0.1%
SFC
839
Strategic Financial Concepts
Texas
$320K -$4.97K -16 -2%
CSA
840
Cottage Street Advisors
Massachusetts
$319K +$11.7K +38 +4%
KIG
841
Kowal Investment Group
Wisconsin
$318K +$311 +1 +0.1%
T
842
TOBAM
France
$317K +$68.2K +220 +27%
PP
843
Pacifica Partners
Canada
$316K
GI
844
Gradient Investments
Minnesota
$314K +$7.14K +23 +2%
CIAS
845
Capital Investment Advisory Services
North Carolina
$314K +$16.5K +53 +6%
CAC
846
Certified Advisory Corp
Florida
$313K
WP
847
WMS Partners
Maryland
$313K +$2.17K +7 +0.7%
AFG
848
ABLE Financial Group
Arizona
$313K +$1.24K +4 +0.4%
BWM
849
BKM Wealth Management
Wisconsin
$313K +$313K +1,007 New
MWM
850
Modera Wealth Management
New Jersey
$312K -$3.73K -12 -1%