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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 %
SA
1151
Scarborough Advisors
Maryland
$10.9K +$10.9K +35 New
HGA
1152
Hobbs Group Advisors
South Carolina
$10.6K +$10.6K +34 New
PWMG
1153
Private Wealth Management Group
New Jersey
$9.63K +$9.63K +31 New
RFG
1154
REAP Financial Group
Texas
$7.8K +$7.8K +25 New
GWM
1155
Geneos Wealth Management
Colorado
$7.76K +$621 +2 +9%
MCM
1156
Manchester Capital Management
Vermont
$7.76K +$4.04K +13 +108%
NICM
1157
Neo Ivy Capital Management
New York
$7K -$1.13M -3,880 -99%
LIWM
1158
Long Island Wealth Management
New York
$7K +$7K +24 New
SAM
1159
Smartleaf Asset Management
Massachusetts
$6.83K +$6.83K +22 New
HIA
1160
Harbor Investment Advisory
Maryland
$6.83K
TAM
1161
Tucker Asset Management
Colorado
$6.83K
TCA
1162
Trifecta Capital Advisors
Illinois
$6.83K +$4.97K +16 +267%
EC
1163
EntryPoint Capital
New York
$6.52K +$6.52K +21 New
CFD
1164
Creative Financial Designs
Indiana
$6.31K
BWAM
1165
Boyd Watterson Asset Management
Ohio
$6.21K
PA
1166
Pineridge Advisors
Missouri
$6.21K +$6.21K +20 New
IRC
1167
Investors Research Corp
Georgia
$5.9K
TCM
1168
TD Capital Management
Tennessee
$5.3K
MFT
1169
Moisand Fitzgerald Tamayo
Florida
$5.28K
WOC
1170
West Oak Capital
California
$5K
AWM
1171
Abound Wealth Management
Tennessee
$4.67K +$311 +1 +7%
S
1172
Sachetta
Massachusetts
$4.66K +$4.66K +15 New
AEPWM
1173
Atlantic Edge Private Wealth Management
Florida
$4.35K +$4.35K +14 New
SN
1174
Sittner & Nelson
Oregon
$4.04K
JGIA
1175
Jackson Grant Investment Advisers
Connecticut
$3.73K