ROK icon

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 %
WWM
551
Western Wealth Management
Colorado
$835K +$15.1K +53 +2%
CA
552
Commerzbank Aktiengesellschaft
Germany
$833K +$251K +878 +43%
TPW
553
Transatlantique Private Wealth
New York
$829K
Bessemer Group
554
Bessemer Group
New Jersey
$824K -$27.7K -97 -3%
WWP
555
WR Wealth Planners
Missouri
$817K +$123K +429 +18%
Alyeska Investment Group
556
Alyeska Investment Group
Illinois
$814K -$42.2M -147,674 -98%
PWM
557
Perigon Wealth Management
California
$808K +$26.4K +94 +3%
MFS
558
Monetta Financial Services
Illinois
$800K +$800K +2,800 New
MIP
559
Marietta Investment Partners
Wisconsin
$798K
SIA
560
Sit Investment Associates
Minnesota
$794K -$593K -2,075 -43%
FLPIM
561
F.L. Putnam Investment Management
Massachusetts
$793K -$68.3K -239 -8%
FCM
562
Fire Capital Management
California
$792K +$792K +2,771 New
BMC
563
Beaton Management Company
Massachusetts
$791K -$14.3K -50 -2%
SCA
564
Stonebridge Capital Advisors
Minnesota
$788K +$5.43K +19 +0.7%
BFM
565
Boston Financial Management
Massachusetts
$787K -$10.3K -36 -1%
MFG
566
Merit Financial Group
Georgia
$787K +$268K +937 +52%
WANY
567
Wealthspire Advisors (New York)
New York
$785K +$30.3K +106 +4%
MMM
568
Mendel Money Management
Illinois
$778K +$12.9K +45 +2%
APIM
569
Agate Pass Investment Management
Washington
$773K +$773K +2,705 New
CAM
570
Congress Asset Management
Massachusetts
$772K -$321K -1,124 -29%
SACTSONJ
571
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$772K
CFP
572
Cascade Financial Partners
California
$766K -$11.4K -40 -1%
FMN
573
Financial Management Network
California
$763K +$283 +1 +0%
ITFISA
574
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$757K
LNWWM
575
Laird Norton Wetherby Wealth Management
California
$750K -$115K -403 -13%