ROK icon

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 %
CB
1101
Community Bank
New York
$37.3K
TFG
1102
Team Financial Group
California
$36.6K +$36.6K +118 New
FP
1103
Financial Perspectives
Minnesota
$34.8K
MCM
1104
MV Capital Management
Maryland
$33.5K -$2.17K -7 -6%
DMBA
1105
Deseret Mutual Benefit Administrators
Utah
$33.2K -$9.63K -31 -22%
DAM
1106
Delta Asset Management
Tennessee
$31.7K
Parallax Volatility Advisers
1107
Parallax Volatility Advisers
California
$31.4K -$215K -691 -87%
GEA
1108
Glen Eagle Advisors
New Jersey
$31.4K
GWSG
1109
GPS Wealth Strategies Group
Colorado
$31.4K
KC
1110
Knuff & Co
California
$31K
PFP
1111
Pinnacle Financial Partners
Tennessee
$31K
PWMG
1112
Provence Wealth Management Group
California
$29.5K
WWM
1113
Wolff Wiese Magana
California
$28.3K
EIM
1114
Essex Investment Management
Massachusetts
$27.9K
BGAI
1115
Bruce G. Allen Investments
Colorado
$27K +$27K +87 New
CAL
1116
Capital Analysts LLC
Pennsylvania
$27K -$2.48K -8 -8%
PCMC
1117
Planning Capital Management Corporation
Pennsylvania
$25.1K +$25.1K +81 New
SIC
1118
SJS Investment Consulting
Ohio
$24.9K +$312 +1 +1%
EDRH
1119
Edmond de Rothschild Holding
Switzerland
$24.8K
SWM
1120
Sugarloaf Wealth Management
Georgia
$23.7K
PAG
1121
Paladin Advisory Group
Iowa
$23K
WPA
1122
West Paces Advisors
Georgia
$23K +$621 +2 +3%
QL
1123
Quarry LP
New York
$23K +$23K +74 New
NMG
1124
New Millennium Group
Utah
$22K
HCP
1125
Hexagon Capital Partners
Arkansas
$21.7K -$621 -2 -3%