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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 %
KC
1076
Knuff & Co
California
$29.1K
BL
1077
BFSG LLC
California
$29.1K +$29.1K +100 New
ETS
1078
ESL Trust Services
New York
$29.1K +$29.1K +100 New
RTC
1079
Riverview Trust Company
Washington
$28.3K +$28.3K +97 New
VWM
1080
Venturi Wealth Management
Texas
$27.4K -$881K -3,024 -97%
PFA
1081
Pathway Financial Advisers
Indiana
$26.4K -$9.98K -34 -27%
EIM
1082
Essex Investment Management
Massachusetts
$26.2K
GWSG
1083
GPS Wealth Strategies Group
Colorado
$25.1K -$4.37K -15 -15%
CB
1084
CNB Bank
Pennsylvania
$25.1K +$10.2K +35 +69%
BGAI
1085
Bruce G. Allen Investments
Colorado
$24.2K -$1.17K -4 -5%
EDRH
1086
Edmond de Rothschild Holding
Switzerland
$23.3K
CAL
1087
Capital Analysts LLC
Pennsylvania
$23K -$2.01K -7 -8%
SWM
1088
Sugarloaf Wealth Management
Georgia
$22.2K
RA
1089
Rise Advisors
New York
$22K +$22K +75 New
WBC
1090
West Branch Capital
Massachusetts
$21.9K -$42.5K -146 -66%
PAG
1091
Paladin Advisory Group
Iowa
$21K
CAL
1092
Capital Advisors Ltd
Ohio
$20K +$580 +2 +3%
DAM
1093
Delta Asset Management
Tennessee
$19.8K -$9.91K -34 -33%
IGWM
1094
ICA Group Wealth Management
Colorado
$18.9K
W
1095
WealthCollab
Washington
$18.6K
GPFA
1096
Game Plan Financial Advisors
Ohio
$18.6K
MHR
1097
Matthew Hamilton Rosenberg
$18.4K
CPG
1098
Custom Portfolio Group
Colorado
$17.2K
WPA
1099
West Paces Advisors
Georgia
$16.9K -$4.66K -16 -22%
TWD
1100
True Wealth Design
Ohio
$16K +$874 +3 +6%