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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 %
T
926
TOBAM
France
$186K -$102K -371 -35%
1IA
927
1620 Investment Advisors
Massachusetts
$180K +$180K +654 New
LC
928
Lindbrook Capital
California
$176K -$29.7K -108 -14%
AWM
929
Avior Wealth Management
Nebraska
$175K -$32.5K -118 -16%
O
930
Ossiam
France
$168K -$13.5K -49 -7%
AAG
931
Armstrong Advisory Group
Massachusetts
$166K
FPFS
932
First Personal Financial Services
North Carolina
$165K
WTC
933
WhitTier Trust Company
Nevada
$161K +$19K +69 +13%
EWA
934
EverSource Wealth Advisors
Alabama
$154K -$6.42K -23 -4%
PAM
935
Paradigm Asset Management
New York
$151K +$27.5K +100 +22%
TF
936
Tompkins Financial
New York
$149K
PCM
937
Penserra Capital Management
California
$148K +$822 +3 +0.6%
CHC
938
City Holding Co
West Virginia
$143K
SS
939
Sunbelt Securities
Texas
$142K +$275 +1 +0.2%
RIL
940
Rothschild Investment LLC
Illinois
$141K +$4.96K +18 +4%
MFA
941
McClarren Financial Advisors
Pennsylvania
$139K -$134K -265 -49%
AS
942
AM Squared
Hong Kong
$138K +$55.1K +200 +66%
HRC
943
Hoertkorn Richard Charles
$138K
SIM
944
Sentry Investment Management
Wisconsin
$137K -$28.1K -102 -17%
VNA
945
Valley National Advisers
Pennsylvania
$131K -$1.38K -5 -1%
AA
946
AlphaMark Advisors
Kentucky
$126K +$275 +1 +0.2%
BCMLT
947
Beacon Capital Management LLC (Tennessee)
Tennessee
$120K +$1.93K +7 +2%
BBHC
948
Brown Brothers Harriman & Co
New York
$118K -$20.1K -73 -15%
PO
949
Private Ocean
California
$115K
BTI
950
Blue Trust Inc
Georgia
$114K +$76.6K +263 +204%