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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 %
BIG
926
Brooklyn Investment Group
New York
$247K +$247K +797 New
PAM
927
Panagora Asset Management
Massachusetts
$246K +$2.17K +7 +0.9%
RIA
928
Regal Investment Advisors
Michigan
$244K -$621 -2 -0.3%
PFA
929
Pure Financial Advisors
California
$243K -$25.8K -83 -10%
APWM
930
Argonautica Private Wealth Management
Massachusetts
$242K
GRP
931
Global Retirement Partners
California
$240K +$20.9K +70 +10%
FG
932
Foster Group
Iowa
$239K
MWM
933
Merriman Wealth Management
Washington
$238K
ZIMP
934
Zimmermann Investment Management & Planning
Pennsylvania
$237K +$931 +3 +0.4%
BWFA
935
Baltimore-Washington Financial Advisors
Maryland
$237K -$16.5K -53 -7%
CSPIA
936
Cary Street Partners Investment Advisory
Virginia
$236K +$29.8K +96 +14%
GA
937
Geller Advisors
New York
$236K -$4.35K -14 -2%
LIA
938
LS Investment Advisors
Michigan
$236K
HR
939
Howe & Rusling
New York
$235K
PAA
940
Peregrine Asset Advisers
Oregon
$233K -$54K -174 -19%
MCM
941
Maple Capital Management
Vermont
$233K -$24.5K -79 -10%
FIM
942
Freedom Investment Management
Connecticut
$233K +$233K +749 New
TFM
943
TFC Financial Management
Massachusetts
$232K -$621 -2 -0.3%
HCM
944
Hollencrest Capital Management
California
$231K
JSAM
945
J. Safra Asset Management
New York
$230K
AF
946
Apexium Financial
Texas
$230K +$230K +740 New
CFA
947
Cahill Financial Advisors
Minnesota
$229K -$50K -161 -18%
ST
948
Sabal Trust
Florida
$229K
AWM
949
Aries Wealth Management
Maine
$228K -$15.5K -50 -6%
MWM
950
Moran Wealth Management
Florida
$227K +$227K +731 New