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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 %
ACM
926
Advance Capital Management
Michigan
$234K +$874 +3 +0.4%
GA
927
Geller Advisors
New York
$234K +$12.2K +42 +6%
ACM
928
Aquatic Capital Management
Illinois
$233K -$3.19M -10,960 -93%
CNC
929
Citizens & Northern Corp
Pennsylvania
$233K
WTFG
930
Wells Trecaso Financial Group
Ohio
$233K
RWP
931
Revolve Wealth Partners
New Jersey
$232K +$232K +798 New
GRP
932
Global Retirement Partners
California
$231K -$3.5K -12 -1%
Cohen & Steers
933
Cohen & Steers
New York
$230K +$93.4K +320 +68%
BB
934
Busey Bank
Illinois
$229K -$7.28K -25 -3%
PAM
935
Panagora Asset Management
Massachusetts
$228K -$2.04K -7 -0.9%
MC
936
Maverick Capital
Texas
$228K +$228K +782 New
APWM
937
Argonautica Private Wealth Management
Massachusetts
$228K
CSPIA
938
Cary Street Partners Investment Advisory
Virginia
$227K +$5.54K +19 +2%
BWFA
939
Baltimore-Washington Financial Advisors
Maryland
$226K +$3.79K +13 +2%
BIG
940
Brooklyn Investment Group
New York
$225K -$1.13K -4 -0.5%
SBIA
941
Sheaff Brock Investment Advisors
Indiana
$224K +$224K +769 New
MM
942
MQS Management
New York
$224K +$224K +769 New
FA
943
Fiducient Advisors
Illinois
$224K +$224K +768 New
ZIMP
944
Zimmermann Investment Management & Planning
Pennsylvania
$224K +$874 +3 +0.4%
SC
945
Sapient Capital
Indiana
$223K -$20.7K -71 -8%
CWM
946
Campbell Wealth Management
Virginia
$223K +$223K +766 New
LIA
947
LS Investment Advisors
Michigan
$221K
CCMG
948
Clark Capital Management Group
Pennsylvania
$221K -$147K -503 -40%
HR
949
Howe & Rusling
New York
$221K
AWM
950
Avior Wealth Management
Nebraska
$220K +$55.1K +189 +33%