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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 %
MSG
1201
Main Street Group
Virginia
$1.55K +$1.55K +5 New
GTAM
1202
Global Trust Asset Management
Florida
$1.24K
CWC
1203
Carolinas Wealth Consulting
North Carolina
$1.24K
JFGIW
1204
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$932 -$23.3K -75 -96%
PCTC
1205
Perkins Coie Trust Company
Washington
$931 -$310 -1 -25%
SWA
1206
SOA Wealth Advisors
New York
$633
CTA
1207
Colonial Trust Advisors
South Carolina
$621
CTWM
1208
Cherry Tree Wealth Management
Minnesota
$621
RS
1209
Rakuten Securities
Japan
$621 +$621 +2 New
FGAM
1210
Financial Gravity Asset Management
Texas
$402 -$184
JWM
1211
Janiczek Wealth Management
Colorado
$311 +$311 +1 New
TWP
1212
TFO Wealth Partners
Ohio
$310
CMA
1213
Cedar Mountain Advisors
Oregon
$310
DWM
1214
Dogwood Wealth Management
Kansas
$7
EAM
1215
Eagle Asset Management
Florida
-$60.1M -210,277 Closed
IP
1216
Interval Partners
New York
-$53.6M -187,458 Closed
Lord, Abbett & Co
1217
Lord, Abbett & Co
New Jersey
-$44.2M -154,670 Closed
Holocene Advisors
1218
Holocene Advisors
New York
-$43.9M -153,453 Closed
NEI
1219
Northwest & Ethical Investments
Ontario, Canada
-$12.7M -44,523 Closed
AIM
1220
Artemis Investment Management
United Kingdom
-$10.9M -38,302 Closed
VMPIC
1221
Varma Mutual Pension Insurance Co
Finland
-$6.52M -22,800 Closed
UH
1222
Unigestion Holding
Switzerland
-$5.96M -20,856 Closed
LSA
1223
L & S Advisors
California
-$5.31M -18,565 Closed
Point72 Asset Management
1224
Point72 Asset Management
Connecticut
-$4.43M -15,491 Closed
FMAEN1
1225
Fund Management at Engine No 1
California
-$3.93M -13,763 Closed