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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 %
ZIMP
901
Zimmermann Investment Management & Planning
Pennsylvania
$212K +$826 +3 +0.4%
JF
902
Jump Financial
Illinois
$212K -$770K -2,796 -78%
MWM
903
Merriman Wealth Management
Washington
$212K +$9.64K +35 +5%
SMA
904
Seven Mile Advisory
New Jersey
$212K +$212K +769 New
SC
905
Sapient Capital
Indiana
$211K -$275 -1 -0.1%
CCMG
906
Clark Capital Management Group
Pennsylvania
$210K +$1.65K +6 +0.8%
BWFA
907
Baltimore-Washington Financial Advisors
Maryland
$210K -$3.58K -13 -2%
LIA
908
LS Investment Advisors
Michigan
$209K
HR
909
Howe & Rusling
New York
$208K
CCG
910
Catalina Capital Group
California
$208K -$26.7K -97 -11%
MCM
911
Maple Capital Management
Vermont
$206K
EA
912
Emerald Advisers
Pennsylvania
$206K -$49.5K -180 -19%
TFM
913
TFC Financial Management
Massachusetts
$205K
Wellington Management Group
914
Wellington Management Group
Massachusetts
$202K -$117K -425 -37%
TIA
915
Tiemann Investment Advisors
California
$202K -$70K -254 -26%
AWM
916
Aries Wealth Management
Maine
$202K
GL
917
Graypoint LLC
New York
$201K -$24.8K -90 -11%
AI
918
Accredited Investors
Minnesota
$201K +$826 +3 +0.4%
CCP
919
Clarity Capital Partners
California
$201K -$323K -1,172 -62%
CSB
920
City State Bank
Iowa
$201K
SIA
921
Schechter Investment Advisors
Michigan
$200K -$38.5K -140 -16%
MG
922
Mather Group
Illinois
$198K +$11.1K +38 +6%
HBT
923
Hills Bank & Trust
Iowa
$197K
EC
924
EntryPoint Capital
New York
$192K +$192K +699 New
HDIM
925
Hanson & Doremus Investment Management
Vermont
$187K -$6.59K -24 -3%