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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 %
PFA
976
Professional Financial Advisors
Nebraska
$204K
EHC
977
Everett Harris & Co
California
$204K +$204K +700 New
WCP
978
Welch Capital Partners
New York
$203K
TIM
979
Tevis Investment Management
Texas
$202K
TPCW
980
TD Private Client Wealth
New York
$202K +$14.9K +51 +8%
SB
981
Strategic Blueprint
Georgia
$201K -$291 -1 -0.1%
CIC
982
Concord Investment Counsel
California
$199K +$199K +684 New
MG
983
Mather Group
Illinois
$199K -$15.2K -49 -7%
HTC
984
Haverford Trust Company
Pennsylvania
$193K -$5.83K -20 -3%
O
985
Ossiam
France
$192K -$1.2M -4,124 -86%
AAG
986
Armstrong Advisory Group
Massachusetts
$188K
GI
987
GAMMA Investing
California
$183K -$30K -103 -14%
OIAM
988
OFI Invest Asset Management
France
$183K +$14.3K +53 +8%
CA
989
CoreCap Advisors
Michigan
$179K +$179K +615 New
SIM
990
Sentry Investment Management
Wisconsin
$175K
FPFS
991
First Personal Financial Services
North Carolina
$175K
MFA
992
McClarren Financial Advisors
Pennsylvania
$158K +$878 +3 +0.6%
TF
993
Tompkins Financial
New York
$158K +$7.28K +25 +5%
EWA
994
EverSource Wealth Advisors
Alabama
$156K +$1.08K +4 +0.7%
CBC
995
Coombe, Bender & Co
New York
$155K -$21.9K -75 -12%
AssetMark Inc
996
AssetMark Inc
California
$155K -$14.3K -49 -8%
PCM
997
Penserra Capital Management
California
$155K -$145K -504 -48%
CHC
998
City Holding Co
West Virginia
$151K
WTC
999
WhitTier Trust Company
Nevada
$150K +$18.6K +64 +14%
SS
1000
Sunbelt Securities
Texas
$150K +$291 +1 +0.2%