ROK icon

Rockwell Automation

1,146 hedge funds and large institutions have $25.2B invested in Rockwell Automation in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 399 increasing their positions, 423 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,146
Holders Change
-46
Holders Change %
-3.86%
% of All Funds
16.67%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
87
Increased
399
Reduced
423
Closed
118
Calls
$97.1M
Puts
$141M
Net Calls
-$43.7M
Net Calls Change
+$2.85M
Name Holding Trade Value Shares
Change
Shares
Change %
GLA
851
Great Lakes Advisors
Illinois
$257K +$257K +935 New
CI
852
Conning Inc
Connecticut
$256K
PS
853
Principal Securities
Iowa
$254K -$12.7K -46 -5%
BCIM
854
Bishop & Co Investment Management
Pennsylvania
$253K
FNBT
855
FineMark National Bank & Trust
Florida
$252K +$23.4K +85 +10%
BC
856
Bowman & Company
Wisconsin
$251K
SC
857
Syon Capital
California
$250K -$15.1K -55 -6%
NP
858
NorthRock Partners
Minnesota
$250K -$49.6K -180 -17%
HI
859
Hudock Inc
Pennsylvania
$250K +$276 +1 +0.1%
DI
860
Diligent Investors
California
$249K +$275 +1 +0.1%
BWP
861
BSW Wealth Partners
Colorado
$249K +$1.93K +7 +0.8%
PHWM
862
Pine Harbor Wealth Management
Maryland
$248K
CCT
863
Capital City Trust
Florida
$246K -$202K -732 -45%
MKA
864
M. Kulyk & Associates
Georgia
$241K +$4.68K +17 +2%
EFL
865
ERn Financial LLC
Wisconsin
$239K
FBFS
866
First Business Financial Services
Wisconsin
$239K
RG
867
Rathbones Group
United Kingdom
$239K -$17.9K -65 -7%
KFI
868
Key Financial Inc
Pennsylvania
$238K
PAS
869
Professional Advisory Services
Florida
$234K
Cohen & Steers
870
Cohen & Steers
New York
$234K +$17.1K +62 +8%
DF
871
Dunhill Financial
United Kingdom
$234K +$231K +840 +9,333%
AF
872
Advisornet Financial
Minnesota
$233K -$22K -80 -9%
GTAM
873
Global Trust Asset Management
Florida
$231K +$230K +835 +20,875%
FG
874
Foster Group
Iowa
$231K +$551 +2 +0.2%
FWM
875
Foguth Wealth Management
Michigan
$230K +$1.38K +5 +0.6%