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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 %
CWP
176
Core Wealth Partners
California
$13.1M +$21.1K +68 +0.2%
Russell Investments Group
177
Russell Investments Group
United Kingdom
$13.1M +$3.09M +9,961 +31%
PI
178
PineBridge Investments
New York
$13M +$5.24M +16,875 +68%
FLPIM
179
F.L. Putnam Investment Management
Massachusetts
$12.9M +$186K +600 +1%
HBCM
180
Heron Bay Capital Management
Michigan
$12.6M +$2.96M +9,544 +31%
TD Asset Management
181
TD Asset Management
Ontario, Canada
$12.5M +$945K +3,045 +8%
TAM
182
Trillium Asset Management
Massachusetts
$12.5M -$2.94M -9,483 -19%
BCB
183
Brian C. Broderick
$12.4M +$342K +1,102 +3%
HighTower Advisors
184
HighTower Advisors
Illinois
$12.3M -$1.42M -4,575 -10%
SC
185
SouthState Corp
Florida
$12.3M +$1.36M +4,395 +13%
RJFSA
186
Raymond James Financial Services Advisors
Florida
$12.2M +$886K +2,854 +8%
CAM
187
Congress Asset Management
Massachusetts
$12.2M -$105K -339 -0.9%
IP
188
Isthmus Partners
Wisconsin
$12.1M +$475K +1,529 +4%
NPT
189
Nixon Peabody Trust
Massachusetts
$12M +$10.4M +33,362 +621%
WP
190
Woodline Partners
California
$11.9M -$11.1M -35,724 -48%
Toronto Dominion Bank
191
Toronto Dominion Bank
Ontario, Canada
$11.3M -$2.22M -7,157 -16%
IG
192
ING Group
Netherlands
$11.3M +$9.34M +30,079 +476%
TAM
193
Taurus Asset Management
New York
$11M +$16.1K +52 +0.1%
CCWA
194
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.8M +$466K +1,502 +5%
Capital Fund Management (CFM)
195
Capital Fund Management (CFM)
France
$10.7M +$10.7M +34,604 New
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$10.7M +$396K +1,277 +4%
BCWM
197
Bartlett & Co Wealth Management
Ohio
$10.7M -$148K -475 -1%
BC
198
Bartlett & Co
Ohio
$10.7M -$148K -475 -1%
AQR Capital Management
199
AQR Capital Management
Connecticut
$10.6M +$7.81M +25,156 +283%
National Bank of Canada
200
National Bank of Canada
Quebec, Canada
$10.5M +$4.83M +15,756 +86%