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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 %
NL
826
NWAM LLC
Washington
$314K +$72.2K +258 +30%
CT
827
Chicago Trust
Illinois
$312K -$7.28K -25 -2%
CA
828
Clearstead Advisors
Ohio
$311K -$15.1K -56 -5%
FMTC
829
Farmers & Merchants Trust Company
California
$311K -$29.1K -100 -9%
BWM
830
BNC Wealth Management
Oregon
$309K -$6.7K -23 -2%
FP
831
Foundry Partners
Minnesota
$307K
HCM
832
Highlander Capital Management
New Jersey
$305K
BF
833
BOK Financial
Oklahoma
$305K -$1.17M -4,142 -79%
T
834
TOBAM
France
$305K +$7.57K +26 +3%
SFC
835
Strategic Financial Concepts
Texas
$303K +$3.2K +11 +1%
KV
836
Kickstand Ventures
New York
$303K -$33.8K -116 -10%
LOPW
837
Live Oak Private Wealth
North Carolina
$301K
PWPS
838
Pinnacle Wealth Planning Services
Ohio
$300K -$874 -3 -0.3%
Group One Trading
839
Group One Trading
Illinois
$299K +$299K +1,025 New
ACM
840
Andina Capital Management
Utah
$298K +$298K +1,025 New
BW
841
Bison Wealth
Georgia
$298K -$42.5K -146 -13%
CFFP
842
Center for Financial Planning
Michigan
$295K -$35K -120 -11%
BWM
843
BKM Wealth Management
Wisconsin
$295K +$1.46K +5 +0.5%
PL
844
Plancorp LLC
Missouri
$295K +$10.5K +36 +4%
CIAS
845
Capital Investment Advisory Services
North Carolina
$295K
CWM
846
Centric Wealth Management
Illinois
$294K +$12.2K +45 +4%
CAC
847
Certified Advisory Corp
Florida
$294K
CTC
848
Central Trust Company
Missouri
$292K -$17.8K -61 -6%
WP
849
WMS Partners
Maryland
$292K -$1.75K -6 -0.6%
FWM
850
FMB Wealth Management
California
$291K -$291 -1 -0.1%