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Rockwell Automation

1,202 hedge funds and large institutions have $27.9B invested in Rockwell Automation in 2024 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 415 increasing their positions, 372 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,202
Holders Change
+53
Holders Change %
+4.61%
% of All Funds
16%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
179
Increased
415
Reduced
372
Closed
105
Calls
$171M
Puts
$143M
Net Calls
+$27.8M
Net Calls Change
+$27.4M
Name Holding Trade Value Shares
Change
Shares
Change %
HT
526
Heritage Trust
Oklahoma
$952K +$952K +3,330 New
RWP
527
RWA Wealth Partners
Massachusetts
$949K +$295K +1,033 +45%
DWP
528
Daymark Wealth Partners
Ohio
$942K +$15.1K +53 +2%
NW
529
NewEdge Wealth
Pennsylvania
$940K -$153K -534 -14%
GTAM
530
Global Trust Asset Management
Florida
$939K +$146K +512 +18%
AC
531
Addison Capital
Pennsylvania
$936K +$45.4K +159 +5%
PTC
532
Private Trust Company
Ohio
$915K -$265K -928 -22%
FFA
533
First Foundation Advisors
California
$903K -$18K -63 -2%
HWP
534
Heritage Wealth Partners
Ohio
$885K +$6K +21 +0.7%
IAN
535
Integrated Advisors Network
Texas
$884K -$94.9K -332 -10%
GC
536
Guggenheim Capital
Illinois
$881K +$30K +105 +4%
ASN
537
Advisory Services Network
Georgia
$880K -$500K -1,749 -36%
MAM
538
Morse Asset Management
Connecticut
$879K +$879K +3,077 New
CAAS
539
Capital Asset Advisory Services
Michigan
$876K -$54.6K -193 -6%
CG
540
Caprock Group
Idaho
$872K +$38.6K +135 +5%
AssetMark Inc
541
AssetMark Inc
California
$871K +$160K +561 +23%
Squarepoint
542
Squarepoint
New York
$867K -$13.6M -47,510 -94%
NL
543
NWAM LLC
Washington
$862K +$564K +1,973 +189%
EF
544
Empowered Funds
Pennsylvania
$860K -$1.12M -3,928 -57%
RC
545
RBF Capital
California
$857K
WPC
546
Wedmont Private Capital
Pennsylvania
$853K +$6.84K +25 +0.8%
RPC
547
Rossmore Private Capital
Connecticut
$847K
CL
548
CLG LLC
California
$843K +$843K +2,951 New
MPWT
549
MassMutual Private Wealth & Trust
Connecticut
$843K -$8.57K -30 -1%
WI
550
Wahed Invest
New York
$841K +$46.3K +162 +6%