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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 %
BWP
876
Barlow Wealth Partners
Kentucky
$230K
BFS
877
Bradley Foster & Sargent
Connecticut
$230K -$41.3K -150 -15%
CFG
878
Carr Financial Group
Massachusetts
$229K +$1.1K +4 +0.5%
RA
879
Ruggaard & Associates
Ohio
$229K
FGA
880
Fortis Group Advisors
New Jersey
$228K -$79.6K -289 -26%
SAW
881
Signal Advisors Wealth
Michigan
$227K -$1.65K -6 -0.7%
EGA
882
Eagle Global Advisors
Texas
$227K
FL
883
Fort LP
Maryland
$225K +$225K +817 New
BIG
884
Brooklyn Investment Group
New York
$225K
CTC
885
Central Trust Company
Missouri
$225K -$51.2K -186 -19%
PWMAG
886
Pinnacle Wealth Management Advisory Group
New Jersey
$224K -$7.43K -27 -3%
Citadel Advisors
887
Citadel Advisors
Florida
$224K -$5.9M -21,419 -96%
CSPIA
888
Cary Street Partners Investment Advisory
Virginia
$222K +$6.88K +25 +3%
HL
889
HeadInvest LLC
Maine
$222K
CAG
890
Crestwood Advisors Group
Massachusetts
$221K -$104K -379 -32%
FMLI
891
Fukoku Mutual Life Insurance
Japan
$221K
ACM
892
Advance Capital Management
Michigan
$220K -$826 -3 -0.4%
CNC
893
Citizens & Northern Corp
Pennsylvania
$220K
WTFG
894
Wells Trecaso Financial Group
Ohio
$220K
RWP
895
Revolve Wealth Partners
New Jersey
$219K -$551 -2 -0.3%
IWA
896
Icon Wealth Advisors
Texas
$218K +$218K +783 New
GA
897
Geller Advisors
New York
$215K -$5.51K -20 -2%
BB
898
Busey Bank
Illinois
$215K -$1.38K -5 -0.6%
PAM
899
Panagora Asset Management
Massachusetts
$215K -$551 -2 -0.3%
MA
900
MCF Advisors
Kentucky
$214K -$256K -932 -54%