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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 %
AWM
901
Accurate Wealth Management
Florida
$267K +$12.8K +42 +5%
Arrowstreet Capital
902
Arrowstreet Capital
Massachusetts
$267K +$267K +861 New
Lido Advisors
903
Lido Advisors
California
$267K -$61.5K -198 -19%
TWM
904
Tradition Wealth Management
Minnesota
$266K -$310 -1 -0.1%
HF
905
HRT Financial
New York
$266K +$266K +858 New
GW
906
GW & Wade
Massachusetts
$265K +$2.18K +7 +0.8%
DI
907
Diligent Investors
California
$265K +$265K +853 New
PWMAG
908
Pinnacle Wealth Management Advisory Group
New Jersey
$265K -$19.9K -64 -7%
GL
909
Graypoint LLC
New York
$265K +$265K +852 New
PAS
910
Professional Advisory Services
Florida
$264K
SPIA
911
Steward Partners Investment Advisory
New York
$263K -$18.9K -61 -7%
SC
912
Sapient Capital
Indiana
$260K +$260K +838 New
CFG
913
Carr Financial Group
Massachusetts
$258K
SAW
914
Signal Advisors Wealth
Michigan
$256K +$256K +825 New
D
915
Diversified
Delaware
$255K +$6.83K +22 +3%
EGA
916
Eagle Global Advisors
Texas
$255K +$255K +820 New
Verition Fund Management
917
Verition Fund Management
Connecticut
$253K -$181K -583 -42%
BB
918
Busey Bank
Illinois
$252K +$252K +812 New
FAIM
919
Financial Advocates Investment Management
Washington
$252K +$252K +812 New
ACI
920
Alpha Cubed Investments
California
$251K
FMLI
921
Fukoku Mutual Life Insurance
Japan
$250K -$109K -350 -30%
ACM
922
Advance Capital Management
Michigan
$248K -$621 -2 -0.2%
CNC
923
Citizens & Northern Corp
Pennsylvania
$248K
WTFG
924
Wells Trecaso Financial Group
Ohio
$248K
MKA
925
M. Kulyk & Associates
Georgia
$248K +$248K +800 New