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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 %
FC
676
Forte Capital
New York
$503K -$2.86K -10 -0.6%
APWM
677
Argonautica Private Wealth Management
Massachusetts
$501K
AB
678
ANB Bank
Colorado
$499K +$499K +1,745 New
HI
679
Hoey Investments
Pennsylvania
$498K -$137K -479 -22%
BB
680
Burford Brothers
Texas
$498K +$498K +1,741 New
CSA
681
Cottage Street Advisors
Massachusetts
$489K -$5.43K -19 -1%
PA
682
Procyon Advisors
Connecticut
$489K +$6.86K +24 +1%
NL
683
Navalign LLC
California
$488K +$2K +7 +0.4%
EWS
684
Eagle Wealth Strategies
New Jersey
$488K
TCOV
685
Trust Company of Vermont
Vermont
$486K
TCA
686
Transcend Capital Advisors
New Jersey
$483K -$32.6K -114 -6%
HAIM
687
Hunter Associates Investment Management
Pennsylvania
$481K
RCM
688
Regency Capital Management
Hawaii
$480K +$22.9K +80 +5%
SA
689
Sovran Advisors
California
$479K +$479K +1,729 New
CI
690
Cambiar Investors
Colorado
$478K
MSA
691
MUFG Securities Americas
New York
$476K +$476K +1,667 New
1SB
692
1ST Source Bank
Indiana
$474K
CA
693
Claro Advisors
Massachusetts
$473K -$2.57K -9 -0.5%
TFG
694
Taylor Financial Group
Virginia
$471K
SF
695
Symphony Financial
Texas
$471K -$683K -2,350 -59%
TWM
696
Trueblood Wealth Management
Ohio
$468K
FAM
697
Formidable Asset Management
Ohio
$464K
WPW
698
Watershed Private Wealth
Illinois
$463K
OKSA
699
O'Keefe Stevens Advisory
New York
$457K
UWP
700
Uniting Wealth Partners
Kansas
$457K +$457K +1,600 New