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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 %
SMDAM
201
Sumitomo Mitsui DS Asset Management
Japan
$10.4M -$170K -548 -2%
MKC
202
M. Kraus & Co
Vermont
$10.4M +$103K +333 +1%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$10.4M -$159K -513 -2%
OC
204
Oppenheimer & Co
New York
$10.3M +$38.2K +123 +0.4%
SCM
205
Sandler Capital Management
New York
$10.3M -$4.98M -16,025 -33%
UE
206
Unisphere Establishment
Liechtenstein
$10.2M +$10.2M +32,900 New
RT
207
Rockland Trust
Massachusetts
$10.1M +$1.97M +6,352 +24%
MIM
208
MetLife Investment Management
New Jersey
$10.1M -$193K -622 -2%
ASRS
209
Arizona State Retirement System
Arizona
$10M -$62.4K -201 -0.6%
Brown Advisory
210
Brown Advisory
Maryland
$10M -$32K -103 -0.3%
PCIA
211
Prime Capital Investment Advisors
Kansas
$10M +$249K +802 +3%
SFA
212
Sequoia Financial Advisors
Ohio
$9.98M +$8.7M +28,016 +677%
Natixis Advisors
213
Natixis Advisors
Massachusetts
$9.97M +$349K +1,125 +4%
KCM
214
Kornitzer Capital Management
Kansas
$9.95M +$1.59M +5,128 +19%
AIG
215
American International Group
New York
$9.85M +$95.6K +308 +1%
PCH
216
Polar Capital Holdings
United Kingdom
$9.79M +$830K +2,672 +9%
SOMRS
217
State of Michigan Retirement System
Michigan
$9.75M -$31K -100 -0.3%
SWK
218
Stephen W. Kidder
$9.49M +$6.83K +22 +0.1%
MJP
219
Michael J. Puzo
$9.44M +$52.2K +168 +0.6%
NAM
220
NorthCrest Asset Manangement
Minnesota
$9.31M -$32.9K -106 -0.4%
UIM
221
USS Investment Management
United Kingdom
$9.29M -$652K -2,100 -7%
SC
222
Scotia Capital
Ontario, Canada
$9.28M +$2.73M +8,784 +42%
AB
223
Amalgamated Bank
New York
$9.21M -$608K -1,957 -6%
DR
224
Davis Rea
Ontario, Canada
$8.98M -$705K -2,272 -7%
Jane Street
225
Jane Street
New York
$8.94M -$3.11M -10,012 -26%