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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 %
TWC
1126
TD Waterhouse Canada
Ontario, Canada
$21.6K -$3.52M -11,572 -99%
CAL
1127
Capital Advisors Ltd
Ohio
$21K
IGWM
1128
ICA Group Wealth Management
Colorado
$20.2K +$20.2K +65 New
MHR
1129
Matthew Hamilton Rosenberg
$20.2K
W
1130
WealthCollab
Washington
$19.9K +$19.9K +64 New
GPFA
1131
Game Plan Financial Advisors
Ohio
$19.9K +$19.9K +64 New
CPG
1132
Custom Portfolio Group
Colorado
$18.3K +$18.3K +59 New
EPW
1133
Evergreen Private Wealth
Colorado
$17.1K +$17.1K +55 New
TWD
1134
True Wealth Design
Ohio
$16.1K +$15.5K +50 +2,500%
CB
1135
CNB Bank
Pennsylvania
$15.8K
FFA
1136
Fairfield Financial Advisors
Massachusetts
$15.5K
MWM
1137
Mascoma Wealth Management
New Hampshire
$15.5K
MCA
1138
Maryland Capital Advisors
Maryland
$15.5K
AT
1139
Arlington Trust
Alabama
$14K
AIM
1140
Arcadia Investment Management
Michigan
$14K
AP
1141
Arlington Partners
Alabama
$14K
CAC
1142
Core Alternative Capital
Georgia
$12.5K -$1.87K -6 -13%
OLVIG
1143
Oliver Lagore Vanvalin Investment Group
Michigan
$12.4K
GFPC
1144
Global Financial Private Client
Florida
$12.1K
APC
1145
Aspire Private Capital
North Carolina
$12.1K
GKIM
1146
GW&K Investment Management
Massachusetts
$12K +$1.23K +4 +11%
LF
1147
Lee Financial
Texas
$11.8K -$2.8K -9 -19%
GBT
1148
Grove Bank & Trust
Florida
$11.5K -$21.4K -69 -65%
FMP
1149
Financial Management Professionals
Texas
$11K
AIC
1150
Archer Investment Corporation
Indiana
$10.9K