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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 %
SHIM
1151
Stone House Investment Management
Pennsylvania
$2.94K
SIC
1152
Salem Investment Counselors
North Carolina
$2.91K
SWS
1153
SYSTM Wealth Solutions
Illinois
$2.91K
TFIPS
1154
Towarzystwo Funduszy Inwestycyjnych PZU SA
$2.91K -$53K -182 -95%
DF
1155
Dunhill Financial
United Kingdom
$2.73K +$304 +1 +13%
TAM
1156
Tucker Asset Management
Colorado
$2.62K -$3.79K -13 -59%
CSC
1157
Caldwell Sutter Capital
California
$2.62K
JFA
1158
JNBA Financial Advisors
Minnesota
$2.62K
CAC
1159
Core Alternative Capital
Georgia
$2.33K -$9.32K -32 -80%
TIM
1160
Tortoise Investment Management
New York
$2.33K -$874 -3 -27%
MIM
1161
Macroview Investment Management
Maryland
$2.33K
FGAM
1162
Financial Gravity Asset Management
Texas
$2.08K +$2.08K +7 New
HCM
1163
Hollencrest Capital Management
California
$2.04K -$215K -737 -99%
VAG
1164
VisionPoint Advisory Group
Texas
$2.04K
AIM
1165
Anchor Investment Management
South Carolina
$2.04K +$2.04K +7 New
AW
1166
Avion Wealth
Texas
$2K -$1K -2 -33%
WF
1167
WoodTrust Financial
Wisconsin
$1.88K +$147 +503 +8%
Walleye Capital
1168
Walleye Capital
New York
$1.75K -$797K -2,735 -100%
TCA
1169
Trifecta Capital Advisors
Illinois
$1.75K -$4.66K -16 -73%
FRA
1170
Frank Rimerman Advisors
California
$1.75K
AP
1171
Aspect Partners
Virginia
$1.46K -$1.75K -6 -55%
RAM
1172
Riggs Asset Management
Pennsylvania
$1.46K
BWL
1173
Bogart Wealth LLC
Virginia
$1.46K
TSWM
1174
Tyler-Stone Wealth Management
Ohio
$1.46K
MSG
1175
Main Street Group
Virginia
$1.42K