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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 %
MS
876
Marshall & Sullivan
Washington
$277K
PP
877
Pegasus Partners
Wisconsin
$277K
WWP
878
Walden Wealth Partners
Ohio
$276K
CIA
879
Concurrent Investment Advisors
Florida
$276K -$101K -346 -27%
CRWM
880
Castle Rock Wealth Management
California
$275K +$1.62K +6 +0.6%
TWM
881
Tradition Wealth Management
Minnesota
$275K +$25.3K +87 +10%
PMG
882
Private Management Group
California
$274K
RG
883
Rathbones Group
United Kingdom
$272K +$81.6K +280 +43%
CI
884
Conning Inc
Connecticut
$271K
AA
885
Ancora Advisors
Ohio
$270K +$170K +585 +171%
EA
886
Emerald Advisers
Pennsylvania
$270K -$2.33K -8 -0.9%
AF
887
Advisornet Financial
Minnesota
$270K -$10.8K -37 -4%
LPU
888
Lansdowne Partners (UK)
United Kingdom
$268K +$268K +920 New
BCIM
889
Bishop & Co Investment Management
Pennsylvania
$267K
SLC
890
Second Line Capital
Louisiana
$267K
Nomura Holdings
891
Nomura Holdings
Japan
$267K -$407K -1,397 -60%
BC
892
Bowman & Company
Wisconsin
$266K
JCM
893
Jacobi Capital Management
Pennsylvania
$264K -$64.1K -220 -20%
HI
894
Hudock Inc
Pennsylvania
$264K +$291 +1 +0.1%
DI
895
Diligent Investors
California
$264K +$15.1K +52 +6%
SWA
896
SFMG Wealth Advisors
Texas
$262K -$18.9K -65 -7%
PHWM
897
Pine Harbor Wealth Management
Maryland
$262K
BWP
898
BSW Wealth Partners
Colorado
$262K +$262K +898 New
FHA
899
First Horizon Advisors
Tennessee
$261K +$2.62K +9 +1%
Lido Advisors
900
Lido Advisors
California
$258K +$7.58K +26 +3%