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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 %
FFS
851
Founders Financial Securities
Maryland
$291K
ECM
852
Estabrook Capital Management
New York
$291K
WSC
853
Wellington Shields & Co
New York
$291K
RIM
854
RW Investment Management
Idaho
$291K
IIM
855
Ipswich Investment Management
Massachusetts
$291K
BOH
856
Bank of Hawaii
Hawaii
$291K +$291K +1,000 New
KIG
857
Kowal Investment Group
Wisconsin
$290K -$7.87K -27 -3%
AFG
858
ABLE Financial Group
Arizona
$289K -$4.08K -14 -1%
TIA
859
Tiemann Investment Advisors
California
$288K
BFS
860
Bradley Foster & Sargent
Connecticut
$287K -$72.8K -250 -20%
GIA
861
Gladstone Institutional Advisory
Florida
$287K -$108K -372 -27%
PWW
862
Pettyjohn Wood & White
Virginia
$286K
SIMG
863
Sonora Investment Management Group
Arizona
$286K +$90.6K +311 +46%
DA
864
DCM Advisors
New York
$286K -$190K -653 -40%
KFS
865
Kelly Financial Services
Massachusetts
$284K
DP
866
Dearborn Partners
Illinois
$284K -$44.3K -152 -13%
CQS
867
Credential Qtrade Securities
$284K -$4.66K -16 -2%
TW
868
TrinityPoint Wealth
Connecticut
$284K +$4.37K +15 +2%
PS
869
Principal Securities
Iowa
$283K +$21K +72 +8%
PPWM
870
Paragon Private Wealth Management
Kentucky
$282K +$5.83K +20 +2%
SC
871
Syon Capital
California
$281K -$257K -883 -48%
KP
872
Keel Point
Alabama
$280K -$8.45K -29 -3%
FSA
873
Financial Security Advisor
Virginia
$279K +$1.17K +4 +0.4%
SXL
874
Summit X LLC
Missouri
$278K +$278K +955 New
MWM
875
Modera Wealth Management
New Jersey
$278K -$14.9K -51 -5%