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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 %
SPA
976
Sherbrooke Park Advisers
New York
$215K +$215K +691 New
MG
977
Mather Group
Illinois
$214K -$18.9K -61 -8%
SB
978
Strategic Blueprint
Georgia
$214K +$214K +690 New
A
979
AlphaQuest
New York
$213K +$213K +686 New
PWLP
980
Prio Wealth Limited Partnership
Massachusetts
$212K +$212K +682 New
HTC
981
Haverford Trust Company
Pennsylvania
$212K +$212K +682 New
Financial Engines Advisors
982
Financial Engines Advisors
California
$211K +$211K +681 New
HL
983
HeadInvest LLC
Maine
$211K -$85.4K -275 -29%
ISL
984
Ingalls & Snyder LLC
New York
$211K +$211K +680 New
SCM
985
Shelton Capital Management
Colorado
$211K -$24.8K -80 -11%
SMA
986
Seven Mile Advisory
New Jersey
$210K +$210K +675 New
CWG
987
Cornerstone Wealth Group
North Carolina
$209K -$31.7K -102 -13%
SIMG
988
Sonora Investment Management Group
Arizona
$208K +$208K +669 New
DIM
989
Delta Investment Management
California
$207K -$17.1K -55 -8%
FL
990
Fort LP
Maryland
$206K +$206K +663 New
CFP
991
Catalyst Financial Partners
Massachusetts
$204K +$204K +656 New
BHBT
992
Burke & Herbert Bank & Trust
Virginia
$203K +$203K +655 New
FFM
993
Forum Financial Management
Illinois
$203K +$203K +654 New
RG
994
Rathbones Group
United Kingdom
$202K -$73K -235 -26%
STB
995
S&T Bank
Pennsylvania
$202K +$202K +650 New
MSA
996
Marathon Strategic Advisors
Pennsylvania
$202K +$202K +650 New
STA
997
Summit Trail Advisors
New York
$201K -$23.3K -75 -10%
CBFP
998
Cedar Brook Financial Partners
Ohio
$201K +$201K +659 New
TPCW
999
TD Private Client Wealth
New York
$200K +$5.9K +19 +3%
CBC
1000
Coombe, Bender & Co
New York
$189K +$189K +608 New