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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 %
ANBT
901
American National Bank & Trust
Texas
$258K -$18.1K -62 -7%
SMG
902
Smart Money Group
Texas
$254K -$3.8K -14 -1%
EFL
903
ERn Financial LLC
Wisconsin
$253K -$16K -55 -6%
LW
904
Linscomb Wealth
Texas
$253K -$57.7K -198 -19%
SIA
905
Schechter Investment Advisors
Michigan
$253K -$77.2K -265 -23%
FBFS
906
First Business Financial Services
Wisconsin
$253K
KFI
907
Key Financial Inc
Pennsylvania
$252K
MKA
908
M. Kulyk & Associates
Georgia
$251K +$17.5K +60 +8%
BWP
909
Barlow Wealth Partners
Kentucky
$249K -$5.7K -20 -2%
PAS
910
Professional Advisory Services
Florida
$248K
CCG
911
Catalina Capital Group
California
$248K +$248K +851 New
JC
912
Jacobs & Co
California
$247K -$7.56K -26 -3%
PWMAG
913
Pinnacle Wealth Management Advisory Group
New Jersey
$245K -$3.79K -13 -2%
FG
914
Foster Group
Iowa
$244K
RA
915
Ruggaard & Associates
Ohio
$243K +$243K +833 New
SAW
916
Signal Advisors Wealth
Michigan
$242K +$2.04K +7 +0.8%
FWM
917
Foguth Wealth Management
Michigan
$242K +$242K +832 New
FNBT
918
FineMark National Bank & Trust
Florida
$242K -$18.1K -62 -7%
CFG
919
Carr Financial Group
Massachusetts
$242K
EGA
920
Eagle Global Advisors
Texas
$240K +$875 +3 +0.4%
FAIM
921
Financial Advocates Investment Management
Washington
$240K +$3.21K +11 +1%
GL
922
Graypoint LLC
New York
$239K -$8.74K -30 -4%
JSAM
923
J. Safra Asset Management
New York
$237K +$21.9K +75 +10%
HL
924
HeadInvest LLC
Maine
$235K +$36.4K +125 +18%
FMLI
925
Fukoku Mutual Life Insurance
Japan
$234K