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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 %
ICP
626
Interchange Capital Partners
Pennsylvania
$596K -$2.86K -10 -0.5%
WWM
627
WJ Wealth Management
Arizona
$594K
GC
628
Grimes & Company
Massachusetts
$593K -$11.1K -39 -2%
HIMS
629
Hager Investment Management Services
New Hampshire
$590K +$590K +2,063 New
ACM
630
Advisors Capital Management
New Jersey
$584K +$2.57K +9 +0.4%
MIM
631
MTM Investment Management
South Carolina
$584K
KRSITF
632
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$580K +$183K +1,552 +46%
LI
633
LRI Investments
Florida
$579K +$1.72K +6 +0.3%
DWM
634
Dakota Wealth Management
Florida
$577K -$7.43K -26 -1%
PI
635
PFG Investments
New York
$575K -$16.6K -58 -3%
IC
636
IEQ Capital
California
$572K -$1.13M -3,953 -66%
HSA
637
HBK Sorce Advisory
Pennsylvania
$572K -$16.6K -58 -3%
DA
638
Drake & Associates
Wisconsin
$569K +$2.69K +10 +0.5%
EIG
639
Ellenbecker Investment Group
Wisconsin
$569K +$1.43K +5 +0.3%
EH
640
Equitable Holdings
New York
$569K +$308K +1,078 +118%
Capstone Investment Advisors
641
Capstone Investment Advisors
New York
$568K -$672K -2,352 -54%
STAS
642
Strong Tower Advisory Services
Minnesota
$566K +$34.9K +122 +7%
SVWAG
643
Sound View Wealth Advisors Group
Georgia
$566K -$1.58M -5,537 -74%
FFN
644
Focus Financial Network
Minnesota
$562K +$26K +91 +5%
SEEDPG
645
S.E.E.D. Planning Group
New York
$559K -$1.43K -5 -0.3%
KLCM
646
KG&L Capital Management
Louisiana
$558K -$111K -390 -17%
TC
647
TownSquare Capital
Utah
$554K -$47.1K -165 -8%
VI
648
Vestcor Inc
New Brunswick, Canada
$552K -$858 -3 -0.2%
CAM
649
Claret Asset Management
Quebec, Canada
$552K
CIA
650
Capital Investment Advisors
Georgia
$552K -$23.1K -81 -4%