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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 %
PP
876
Pegasus Partners
Wisconsin
$295K
SMG
877
Smart Money Group
Texas
$295K +$1.55K +5 +0.5%
PPWM
878
Paragon Private Wealth Management
Kentucky
$294K +$4.97K +16 +2%
ANBT
879
American National Bank & Trust
Texas
$294K +$131K +422 +81%
PMG
880
Private Management Group
California
$292K
EA
881
Emerald Advisers
Pennsylvania
$290K -$931 -3 -0.3%
TC
882
TownSquare Capital
Utah
$289K +$70.5K +227 +32%
CI
883
Conning Inc
Connecticut
$288K
PCM
884
Prelude Capital Management
New York
$288K -$130K -419 -31%
BCIM
885
Bishop & Co Investment Management
Pennsylvania
$285K +$285K +918 New
SLC
886
Second Line Capital
Louisiana
$284K +$284K +916 New
BC
887
Bowman & Company
Wisconsin
$283K
HI
888
Hudock Inc
Pennsylvania
$281K +$621 +2 +0.2%
PHWM
889
Pine Harbor Wealth Management
Maryland
$279K +$279K +900 New
PS
890
Principal Securities
Iowa
$279K +$279K +898 New
BWP
891
Barlow Wealth Partners
Kentucky
$278K +$278K +895 New
FNBT
892
FineMark National Bank & Trust
Florida
$278K +$14.3K +46 +5%
EFL
893
ERn Financial LLC
Wisconsin
$277K
CWM
894
Centric Wealth Management
Illinois
$277K
FHA
895
First Horizon Advisors
Tennessee
$275K +$621 +2 +0.2%
JC
896
Jacobs & Co
California
$272K +$272K +876 New
FBFS
897
First Business Financial Services
Wisconsin
$269K
FFP
898
FourThought Financial Partners
Florida
$269K +$310 +1 +0.1%
KFI
899
Key Financial Inc
Pennsylvania
$269K
NL
900
NWAM LLC
Washington
$268K +$1.24K +4 +0.5%