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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 %
NIMI
1026
Natixis Investment Managers International
France
$88.3K -$11.1K -38 -11%
AS
1027
AM Squared
Hong Kong
$87.7K +$87.7K +301 New
CT
1028
Colonial Trust
South Carolina
$87.4K
NCTC
1029
New Covenant Trust Company
Indiana
$85.1K +$85.1K +292 New
KFP
1030
Keener Financial Planning
Texas
$81K
CFGS
1031
Concourse Financial Group Securities
Alabama
$78.1K -$14.9K -51 -16%
MAM
1032
Magellan Asset Management
Australia
$78.1K
DJSG
1033
D.J. St. Germain
Massachusetts
$76.3K -$64.1K -220 -46%
VCM
1034
Versant Capital Management
Arizona
$76.3K -$583 -2 -0.8%
LS
1035
Livforsakringsbolaget Skandia
Sweden
$74.2K
RMC
1036
Resources Management Corp
Connecticut
$73K
NECFA
1037
New England Capital Financial Advisors
Connecticut
$72.9K
CT
1038
Clearstead Trust
Maine
$72.8K
LWA
1039
Lowe Wealth Advisors
Maryland
$72.3K
HIIFS
1040
Harel Insurance Investments & Financial Services
Israel
$72K
HBW
1041
Hazlett, Burt & Watson
West Virginia
$72K +$10.7K +37 +18%
QC
1042
Quent Capital
New York
$71.1K +$7.29K +25 +11%
OC
1043
Oakworth Capital
Alabama
$71.1K
IBOK
1044
Independence Bank of Kentucky
Kentucky
$69.9K
PB
1045
Pinnacle Bancorp
Nebraska
$66.1K
BIM
1046
Breakwater Investment Management
Washington
$65.8K +$65.8K +226 New
HT
1047
Headlands Technologies
Illinois
$65.8K +$65.8K +226 New
RL
1048
Rogco LP
Oklahoma
$63.5K -$7.28K -25 -10%
LFA
1049
Legend Financial Advisors
Pennsylvania
$62.6K
BLC
1050
Brown, Lisle/Cummings
Rhode Island
$58.3K