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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 %
EWP
1101
Elevation Wealth Partners
California
$15.7K +$15.7K +54 New
ITIM
1102
Indiana Trust & Investment Management
Indiana
$15.4K +$15.4K +53 New
WWM
1103
Wolff Wiese Magana
California
$14.9K -$11.7K -40 -44%
MWM
1104
Mascoma Wealth Management
New Hampshire
$14.6K
RFS
1105
Richardson Financial Services
Massachusetts
$14K +$14K +68 New
MCM
1106
Manchester Capital Management
Vermont
$13.7K +$6.41K +22 +88%
AT
1107
Arlington Trust
Alabama
$13.1K
AIM
1108
Arcadia Investment Management
Michigan
$13.1K
FMP
1109
Financial Management Professionals
Texas
$13K +$2.07K +7 +19%
GJWM
1110
Gilliland Jeter Wealth Management
Arkansas
$12.2K +$12.2K +42 New
GKIM
1111
GW&K Investment Management
Massachusetts
$12K +$585 +2 +5%
OLVIG
1112
Oliver Lagore Vanvalin Investment Group
Michigan
$11.7K
SFA
1113
Semmax Financial Advisors
North Carolina
$11.6K +$11.6K +43 New
APC
1114
Aspire Private Capital
North Carolina
$11.4K
PAM
1115
Palisade Asset Management
Minnesota
$11.4K +$11.4K +39 New
GFPC
1116
Global Financial Private Client
Florida
$11.1K
AIC
1117
Archer Investment Corporation
Indiana
$10.2K
PWMG
1118
Private Wealth Management Group
New Jersey
$9.03K
CFD
1119
Creative Financial Designs
Indiana
$8.86K +$2.95K +10 +50%
RCM
1120
Raleigh Capital Management
North Carolina
$8.76K -$47.6K -163 -84%
GI
1121
Gradient Investments
Minnesota
$8.74K -$286K -982 -97%
CA
1122
Crewe Advisors
Utah
$8.74K +$8.74K +30 New
FFO
1123
Fortitude Family Office
Arizona
$8.16K -$34.7K -119 -81%
PCMC
1124
Planning Capital Management Corporation
Pennsylvania
$7.28K -$16.3K -56 -69%
GWM
1125
Geneos Wealth Management
Colorado
$7.28K