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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 %
LA
1026
LM Advisors
California
$140K +$140K +450 New
ADL
1027
Asset Dedication LLC
California
$136K
AGWCA
1028
Annis Gardner Whiting Capital Advisors
Florida
$134K -$4.04K -13 -3%
CG
1029
Cutler Group
California
$131K +$131K +425 New
PO
1030
Private Ocean
California
$130K
Capstone Investment Advisors
1031
Capstone Investment Advisors
New York
$129K -$425K -1,370 -77%
AA
1032
Alta Advisers
United Kingdom
$124K
TIM
1033
Thompson Investment Management
Wisconsin
$124K
ST
1034
Smithfield Trust
Pennsylvania
$124K
MIHAS
1035
Maj Invest Holding A/S
Denmark
$124K
NFA
1036
Northwest Financial Advisors
Virginia
$120K +$120K +386 New
BCMLT
1037
Beacon Capital Management LLC (Tennessee)
Tennessee
$117K
WSCM
1038
Wellington Shields Capital Management
New York
$109K
FCAS
1039
First Command Advisory Services
Texas
$106K -$3.11K -10 -3%
AA
1040
Ancora Advisors
Ohio
$106K +$87.2K +281 +453%
NIMI
1041
Natixis Investment Managers International
France
$106K
HGERS
1042
Householder Group Estate & Retirement Specialist
Arizona
$105K -$17K -55 -14%
GAMC
1043
Garner Asset Management Corp
Texas
$100K +$100K +367 New
CFGS
1044
Concourse Financial Group Securities
Alabama
$99K -$621 -2 -0.6%
SOW
1045
State of Wyoming
Wyoming
$96.2K +$68.3K +220 +244%
BIA
1046
Bell Investment Advisors
California
$95.6K +$1.55K +5 +2%
CFO
1047
CVA Family Office
Colorado
$94.7K +$94.7K +305 New
PFBT
1048
Parkside Financial Bank & Trust
Missouri
$94.1K -$6.83K -22 -7%
CT
1049
Colonial Trust
South Carolina
$93.2K
Jones Financial Companies
1050
Jones Financial Companies
Missouri
$90.7K -$13.4K -43 -13%