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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 %
WWM
1051
Wolff Wiese Magana
California
$14K 51
MWM
1052
Mascoma Wealth Management
New Hampshire
$13.8K 50
FFA
1053
Fairfield Financial Advisors
Massachusetts
$13.8K 50 +50 New
MCM
1054
Manchester Capital Management
Vermont
$13.2K 48 +1 +2%
RFS
1055
Richardson Financial Services
Massachusetts
$13.2K 48 -20 -29%
MHR
1056
Matthew Hamilton Rosenberg
$13K 49 -16 -25%
GKIM
1057
GW&K Investment Management
Massachusetts
$13K 46 +5 +12%
LI
1058
LRI Investments
Florida
$13K 47 +27 +135%
VWM
1059
Venturi Wealth Management
Texas
$12.9K 47 -47 -50%
IGWM
1060
ICA Group Wealth Management
Colorado
$12.9K 47 -18 -28%
Kayne Anderson Rudnick Investment Management
1061
Kayne Anderson Rudnick Investment Management
California
$12.4K 45 -41,463 -100%
AIM
1062
Arcadia Investment Management
Michigan
$12.4K 45
AT
1063
Arlington Trust
Alabama
$12.4K 45
HGA
1064
Hobbs Group Advisors
South Carolina
$12.1K 44 +44 New
GJWM
1065
Gilliland Jeter Wealth Management
Arkansas
$11.6K 42
SFA
1066
Semmax Financial Advisors
North Carolina
$11.3K 43
SP
1067
SWS Partners
Ohio
$11.2K 40 +40 New
OLVIG
1068
Oliver Lagore Vanvalin Investment Group
Michigan
$11K 40
APC
1069
Aspire Private Capital
North Carolina
$10.7K 39
GBT
1070
Grove Bank & Trust
Florida
$10.2K 37 -1,374 -97%
AIC
1071
Archer Investment Corporation
Indiana
$9.68K 35
FMP
1072
Financial Management Professionals
Texas
$9K 31 -13 -30%
UWS
1073
Unique Wealth Strategies
Illinois
$8.77K 30 +30 New
CA
1074
Crewe Advisors
Utah
$8.26K 30
S
1075
Sachetta
Massachusetts
$7.71K 28 +13 +87%