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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 %
KFP
1051
Keener Financial Planning
Texas
$86K +$86K +278 New
MME
1052
Meag Munich Ergo
Germany
$85.7K +$85.7K +276 New
MAM
1053
Magellan Asset Management
Australia
$83.2K
RFA
1054
Resurgent Financial Advisors
Georgia
$82K -$931 -3 -1%
VCM
1055
Versant Capital Management
Arizona
$82K +$310 +1 +0.4%
GWS
1056
Glassman Wealth Services
Virginia
$80.7K -$2.17K -7 -3%
C
1057
Covestor
United Kingdom
$80K +$21.1K +68 +36%
LS
1058
Livforsakringsbolaget Skandia
Sweden
$79.1K +$37.6K +121 +90%
RMC
1059
Resources Management Corp
Connecticut
$78K
NECFA
1060
New England Capital Financial Advisors
Connecticut
$77.7K
VWM
1061
Valley Wealth Managers
New Jersey
$77.6K
CT
1062
Clearstead Trust
Maine
$77.6K
HIIFS
1063
Harel Insurance Investments & Financial Services
Israel
$77K
LWA
1064
Lowe Wealth Advisors
Maryland
$77K
OC
1065
Oakworth Capital
Alabama
$75.8K
RL
1066
Rogco LP
Oklahoma
$75.4K
IBOK
1067
Independence Bank of Kentucky
Kentucky
$74.5K +$12.4K +40 +20%
PB
1068
Pinnacle Bancorp
Nebraska
$70.5K -$621 -2 -0.9%
WBC
1069
West Branch Capital
Massachusetts
$68.6K +$2.48K +8 +4%
QC
1070
Quent Capital
New York
$68K +$5.9K +19 +10%
LFA
1071
Legend Financial Advisors
Pennsylvania
$66.8K
HBW
1072
Hazlett, Burt & Watson
West Virginia
$66K
BLC
1073
Brown, Lisle/Cummings
Rhode Island
$62.1K
OSNBOA
1074
Old Second National Bank of Aurora
Illinois
$62.1K
ATC
1075
Advantage Trust Company
Kansas
$62.1K +$62.1K +200 New