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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 %
TSS
951
Two Sigma Securities
New York
$219K -$771K -2,647 -78%
MCM
952
Maple Capital Management
Vermont
$218K
PAA
953
Peregrine Asset Advisers
Oregon
$218K
LC
954
Lindbrook Capital
California
$218K +$12.2K +42 +6%
TFM
955
TFC Financial Management
Massachusetts
$217K
EH
956
Equitable Holdings
New York
$216K +$7.58K +26 +4%
CWG
957
Cornerstone Wealth Group
North Carolina
$214K +$18.1K +62 +9%
MWM
958
Merriman Wealth Management
Washington
$214K -$9.61K -33 -4%
RWM
959
Ritholtz Wealth Management
New York
$214K +$9.32K +32 +5%
AWM
960
Aries Wealth Management
Maine
$214K
CSB
961
City State Bank
Iowa
$213K +$58.4K +200 +38%
AI
962
Accredited Investors
Minnesota
$212K +$874 +3 +0.4%
SG
963
StoneX Group
New York
$211K -$2.33K -8 -1%
GWWM
964
Great Waters Wealth Management
Minnesota
$210K
PAI
965
Pittenger & Anderson Inc
Nebraska
$210K
HBT
966
Hills Bank & Trust
Iowa
$209K
EBT
967
Enterprise Bank & Trust
Massachusetts
$209K
IIC
968
Ironwood Investment Counsel
Arizona
$208K
FFA
969
Founders Financial Alliance
North Carolina
$208K -$1.75K -6 -0.8%
GLR
970
Great Lakes Retirement
Ohio
$207K
ST
971
Sabal Trust
Florida
$205K -$9.03K -31 -4%
SCI
972
S&CO Inc
Massachusetts
$205K -$85.8K -295 -30%
HDIM
973
Hanson & Doremus Investment Management
Vermont
$205K +$1.75K +6 +0.9%
NB
974
Nicolet Bankshares
Wisconsin
$205K -$2.91K -10 -1%
RSWM
975
Robertson Stephens Wealth Management
California
$205K +$205K +703 New