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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 %
FWM
851
FMB Wealth Management
California
$311K +$310 +1 +0.1%
FFS
852
Founders Financial Securities
Maryland
$310K
ECM
853
Estabrook Capital Management
New York
$310K
IIM
854
Ipswich Investment Management
Massachusetts
$310K
WSC
855
Wellington Shields & Co
New York
$310K
RIM
856
RW Investment Management
Idaho
$310K
WWP
857
Walden Wealth Partners
Ohio
$310K +$310K +1,000 New
SCI
858
S&CO Inc
Massachusetts
$310K
CRWM
859
Castle Rock Wealth Management
California
$309K
KP
860
Keel Point
Alabama
$307K -$25.2K -81 -8%
CQS
861
Credential Qtrade Securities
$307K -$30.1K -97 -9%
Empower Advisory Group
862
Empower Advisory Group
Colorado
$307K -$2.17K -7 -0.7%
TIA
863
Tiemann Investment Advisors
California
$307K
PWW
864
Pettyjohn Wood & White
Virginia
$305K
KFS
865
Kelly Financial Services
Massachusetts
$303K -$22.4K -72 -7%
PL
866
Plancorp LLC
Missouri
$303K +$8.69K +28 +3%
SWA
867
SFMG Wealth Advisors
Texas
$300K -$2.79K -9 -0.9%
PWM
868
Perigon Wealth Management
California
$299K -$37.9K -122 -11%
Wellington Management Group
869
Wellington Management Group
Massachusetts
$299K -$329K -1,061 -52%
AF
870
Advisornet Financial
Minnesota
$299K -$2.48K -8 -0.8%
TW
871
TrinityPoint Wealth
Connecticut
$298K +$29.2K +94 +11%
FSA
872
Financial Security Advisor
Virginia
$296K +$1.55K +5 +0.5%
OA
873
Oracle Alpha
Ontario, Canada
$296K +$296K +954 New
IAIM
874
International Assets Investment Management
Florida
$295K +$23.3K +75 +9%
MS
875
Marshall & Sullivan
Washington
$295K