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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 %
FG
1176
Fairman Group
Pennsylvania
$3.73K +$3.73K +12 New
DPW
1177
DiNuzzo Private Wealth
Pennsylvania
$3.42K +$3.42K +11 New
TIM
1178
Tortoise Investment Management
New York
$3.42K -$310 -1 -8%
AP
1179
Aspect Partners
Virginia
$3.42K +$3.42K +11 New
CJ
1180
Caitlin John
Michigan
$3.17K +$3.17K +10 New
SHIM
1181
Stone House Investment Management
Pennsylvania
$3.12K +$3.12K +10 New
SIC
1182
Salem Investment Counselors
North Carolina
$3.11K
AP
1183
Atwood & Palmer
Missouri
$3.11K
SWS
1184
SYSTM Wealth Solutions
Illinois
$3.11K +$3.11K +10 New
JFA
1185
JNBA Financial Advisors
Minnesota
$2.8K
CSC
1186
Caldwell Sutter Capital
California
$2.79K
NFSG
1187
Newbridge Financial Services Group
Florida
$2.79K
MIM
1188
Macroview Investment Management
Maryland
$2.48K -$8.07K -26 -76%
DF
1189
Dunhill Financial
United Kingdom
$2.45K +$2.45K +8 New
VAG
1190
VisionPoint Advisory Group
Texas
$2.17K -$6.52K -21 -75%
AW
1191
Avion Wealth
Texas
$2K
WIA
1192
Wetzel Investment Advisors
Indiana
$2K +$2K +5 New
CAM
1193
ClariVest Asset Management
California
$1.86K
FRA
1194
Frank Rimerman Advisors
California
$1.86K +$1.86K +6 New
PIM
1195
Plato Investment Management
Australia
$1.86K +$1.86K +6 New
LFG
1196
Larson Financial Group
Missouri
$1.72K
VWA
1197
Valued Wealth Advisors
Utah
$1.72K +$1.72K +6 New
RAM
1198
Riggs Asset Management
Pennsylvania
$1.55K +$1.55K +5 New
BWL
1199
Bogart Wealth LLC
Virginia
$1.55K
TSWM
1200
Tyler-Stone Wealth Management
Ohio
$1.55K