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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 %
AIM
601
Acropolis Investment Management
Missouri
$681K -$17.1K -60 -2%
VCP
602
Verus Capital Partners
Arizona
$678K +$15.7K +55 +2%
HPC
603
HM Payson & Co
Maine
$678K -$219K -768 -24%
GI
604
GAMMA Investing
California
$671K +$99.2K +347 +17%
CIA
605
Choate Investment Advisors
Massachusetts
$670K +$23.4K +82 +4%
WIA
606
World Investment Advisors
California
$670K +$670K +2,343 New
MA
607
MCF Advisors
Kentucky
$667K +$326K +1,141 +96%
CAS
608
Coppell Advisory Solutions
Texas
$655K
Carson Wealth (CWM LLC)
609
Carson Wealth (CWM LLC)
Nebraska
$648K -$34.3K -120 -5%
SFS
610
Stiles Financial Services
Minnesota
$643K +$2K +7 +0.3%
BIM
611
Baldwin Investment Management
Pennsylvania
$638K -$68.3K -239 -10%
MAM
612
Mystic Asset Management
Rhode Island
$637K -$42.9K -150 -6%
HFS
613
Hoge Financial Services
Pennsylvania
$633K -$4.57K -16 -0.7%
ECM
614
Evergreen Capital Management
Washington
$633K -$1.72K -6 -0.3%
ACA
615
Aptus Capital Advisors
Alabama
$625K +$82.3K +288 +15%
AI
616
Atria Investments
North Carolina
$618K +$250K +874 +68%
FCBT
617
First Citizens Bank & Trust
North Carolina
$614K -$27.2K -95 -4%
PD
618
Point72 (DIFC)
United Arab Emirates
$614K -$1.14M -3,999 -65%
KWM
619
Kingsview Wealth Management
Oregon
$608K +$6.57K +23 +1%
MA
620
Mutual Advisors
Nebraska
$605K -$37.1K -132 -6%
GI
621
GLOBALT Investments
Georgia
$605K
BCM
622
Birmingham Capital Management
Alabama
$600K
EHC
623
Everett Harris & Co
California
$600K +$143K +500 +31%
NRS
624
Neville Rodie & Shaw
New York
$600K
DIP
625
Davis Investment Partners
North Carolina
$597K -$35.5K -130 -6%