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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 %
AAG
1001
Armstrong Advisory Group
Massachusetts
$188K -$29.2K -94 -13%
FPFS
1002
First Personal Financial Services
North Carolina
$186K -$31K -100 -14%
PAM
1003
Paradigm Asset Management
New York
$186K
GG
1004
Greenwood Gearhart
Arkansas
$186K +$186K +600 New
SIM
1005
Sentry Investment Management
Wisconsin
$186K -$19.9K -64 -10%
GI
1006
GAMMA Investing
California
$185K +$185K +732 New
AssetMark Inc
1007
AssetMark Inc
California
$181K +$30.7K +99 +20%
EWA
1008
EverSource Wealth Advisors
Alabama
$178K -$311 -1 -0.2%
OIAM
1009
OFI Invest Asset Management
France
$176K +$149K +530 +558%
AWM
1010
Avior Wealth Management
Nebraska
$175K -$1.55K -5 -0.9%
MFA
1011
McClarren Financial Advisors
Pennsylvania
$167K +$933 +3 +0.6%
CSB
1012
City State Bank
Iowa
$165K
CHC
1013
City Holding Co
West Virginia
$161K +$161K +520 New
TF
1014
Tompkins Financial
New York
$160K
SS
1015
Sunbelt Securities
Texas
$159K +$931 +3 +0.6%
SWM
1016
Spire Wealth Management
Virginia
$157K +$77.4K +255 +98%
BBHC
1017
Brown Brothers Harriman & Co
New York
$156K -$14.6K -47 -9%
HRC
1018
Hoertkorn Richard Charles
$155K
RIL
1019
Rothschild Investment LLC
Illinois
$150K +$150K +484 New
DJSG
1020
D.J. St. Germain
Massachusetts
$150K -$15.2K -49 -9%
VNA
1021
Valley National Advisers
Pennsylvania
$147K -$31.2K -101 -18%
Cohen & Steers
1022
Cohen & Steers
New York
$145K +$145K +468 New
AA
1023
AlphaMark Advisors
Kentucky
$142K +$310 +1 +0.2%
TCWA
1024
Turtle Creek Wealth Advisors
Texas
$141K +$141K +455 New
WTC
1025
WhitTier Trust Company
Nevada
$140K -$16.1K -52 -10%