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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 %
SG
951
StoneX Group
New York
$227K +$227K +731 New
AI
952
Accredited Investors
Minnesota
$225K +$5.9K +19 +3%
FFA
953
Founders Financial Alliance
North Carolina
$224K
PAI
954
Pittenger & Anderson Inc
Nebraska
$224K
OR
955
Olympiad Research
Connecticut
$223K -$21.1K -68 -9%
HBT
956
Hills Bank & Trust
Iowa
$223K
FGA
957
Fortis Group Advisors
New Jersey
$223K
EBT
958
Enterprise Bank & Trust
Massachusetts
$222K
IIC
959
Ironwood Investment Counsel
Arizona
$222K -$37.3K -120 -14%
EH
960
Equitable Holdings
New York
$222K +$222K +714 New
NB
961
Nicolet Bankshares
Wisconsin
$221K -$7.76K -25 -3%
KLCM
962
KG&L Capital Management
Louisiana
$221K +$221K +712 New
GLR
963
Great Lakes Retirement
Ohio
$221K -$11.2K -36 -5%
WFAG
964
Wescott Financial Advisory Group
Pennsylvania
$220K
TCOT
965
Trust Company of Toledo
Ohio
$220K +$220K +708 New
NB
966
NBT Bank
New York
$220K +$220K +708 New
LC
967
Lindbrook Capital
California
$220K +$19.6K +63 +10%
GWWM
968
Great Waters Wealth Management
Minnesota
$219K
RWM
969
Ritholtz Wealth Management
New York
$218K -$6.21K -20 -3%
DWM
970
Drive Wealth Management
Utah
$217K +$217K +700 New
PFA
971
Professional Financial Advisors
Nebraska
$217K
HDIM
972
Hanson & Doremus Investment Management
Vermont
$217K
WCP
973
Welch Capital Partners
New York
$216K +$216K +696 New
CI
974
CX Institutional
Indiana
$216K -$4.35K -14 -2%
TIM
975
Tevis Investment Management
Texas
$216K +$216K +695 New