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Rockwell Automation

1,149 hedge funds and large institutions have $24.1B invested in Rockwell Automation in 2024 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 372 increasing their positions, 434 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,149
Holders Change
+3
Holders Change %
+0.26%
% of All Funds
16.62%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
108
Increased
372
Reduced
434
Closed
91
Calls
$113M
Puts
$113M
Net Calls
+$380K
Net Calls Change
+$44.1M
Name Holding Trade Value Shares
Change
Shares
Change %
JSAM
926
J. Safra Asset Management
New York
$200K -$58.7K -217 -23%
PWMAG
927
Pinnacle Wealth Management Advisory Group
New Jersey
$200K -$18.3K -68 -8%
EA
928
Emerald Advisers
Pennsylvania
$197K -$4.03K -15 -2%
CSB
929
City State Bank
Iowa
$196K
HBT
930
Hills Bank & Trust
Iowa
$192K
CTC
931
Central Trust Company
Missouri
$192K -$27.4K -102 -13%
MG
932
Mather Group
Illinois
$190K +$7.25K +27 +4%
LC
933
Lindbrook Capital
California
$188K +$15.6K +58 +9%
SS
934
Sunbelt Securities
Texas
$186K +$47.8K +178 +34%
HDIM
935
Hanson & Doremus Investment Management
Vermont
$173K -$9.37K -35 -5%
SAM
936
Smartleaf Asset Management
Massachusetts
$172K +$76.3K +282 +80%
NB
937
NBT Bank
New York
$171K +$166K +620 +3,444%
AAG
938
Armstrong Advisory Group
Massachusetts
$162K
LFG
939
Larson Financial Group
Missouri
$161K +$66.8K +249 +71%
FPFS
940
First Personal Financial Services
North Carolina
$161K
BGA
941
Battery Global Advisors
Massachusetts
$161K +$161K +598 New
WTC
942
WhitTier Trust Company
Nevada
$157K
EWA
943
EverSource Wealth Advisors
Alabama
$152K +$3.49K +13 +2%
Acadian Asset Management
944
Acadian Asset Management
Massachusetts
$151K -$1.02M -3,816 -87%
RIL
945
Rothschild Investment LLC
Illinois
$148K +$9.93K +37 +7%
PAM
946
Paradigm Asset Management
New York
$148K
PFBT
947
Parkside Financial Bank & Trust
Missouri
$147K +$90.5K +337 +160%
PCM
948
Penserra Capital Management
California
$146K +$1.6K +6 +1%
TF
949
Tompkins Financial
New York
$145K
ST
950
Smithfield Trust
Pennsylvania
$143K +$35.8K +133 +33%