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Rockwell Automation

1,145 hedge funds and large institutions have $25.2B invested in Rockwell Automation in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 398 increasing their positions, 423 reducing their positions, and 118 closing their positions.

Holders
1,145
Holders Change
-46
Holders Change %
-3.86%
% of All Funds
16.66%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
87
Increased
398
Reduced
423
Closed
118
Calls
$97.1M
Puts
$141M
Net Calls
-$43.7M
Net Calls Change
+$2.85M
Name Market Value Shares Shares
Change
Shares
Change %
CSWM
1001
Cassady Schiller Wealth Management
Ohio
$44K 160
AAP
1002
Arax Advisory Partners
Colorado
$42.1K 153 +1 +0.7%
IWP
1003
IAG Wealth Partners
Wisconsin
$41K 149
LWANC
1004
Laurel Wealth Advisors (North Carolina)
North Carolina
$38.8K 141
GGI
1005
Godsey & Gibb Inc
Virginia
$38.5K 140 +15 +12%
FHA
1006
First Horizon Advisors
Tennessee
$38K 138 -757 -85%
SIS
1007
Strategic Investment Solutions
Illinois
$35.9K 129 +129 New
GLR
1008
Great Lakes Retirement
Ohio
$32.9K 119 -591 -83%
SNB
1009
Security National Bank
Nebraska
$30.8K 112 -16 -13%
FP
1010
Financial Perspectives
Minnesota
$30.8K 112
DMBA
1011
Deseret Mutual Benefit Administrators
Utah
$29.5K 107
SOW
1012
State of Wyoming
Wyoming
$29.5K 107 +107 New
PFP
1013
Pinnacle Financial Partners
Tennessee
$29.1K 100
B
1014
Birchbrook
Maine
$27.5K 100
KC
1015
Knuff & Co
California
$27.5K 100
ETS
1016
ESL Trust Services
New York
$27.5K 100
KOCAA
1017
Knights of Columbus Asset Advisors
Connecticut
$27.5K 100 +100 New
CB
1018
Community Bank
New York
$27.5K 100 -20 -17%
RTC
1019
Riverview Trust Company
Washington
$26.7K 97
PFA
1020
Pathway Financial Advisers
Indiana
$25.1K 92 +2 +2%
GWSG
1021
GPS Wealth Strategies Group
Colorado
$23.7K 86
CB
1022
CNB Bank
Pennsylvania
$23.7K 86
FC
1023
Fairscale Capital
New Hampshire
$23.3K 79 +79 New
MCM
1024
MV Capital Management
Maryland
$23.1K 84 -33 -28%
BGAI
1025
Bruce G. Allen Investments
Colorado
$22.8K 83