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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 %
AAS
701
Annex Advisory Services
Wisconsin
$455K -$24.9K -87 -5%
PFA
702
Pure Financial Advisors
California
$453K -$6.86K -24 -1%
MFS
703
Mirabella Financial Services
United Kingdom
$452K +$452K +1,580 New
O
704
Ossiam
France
$446K +$369K +1,292 +482%
HI
705
Horizon Investments
North Carolina
$443K +$3.43K +12 +0.8%
RMC
706
Resources Management Corp
Connecticut
$437K
CT
707
Clearstead Trust
Maine
$436K +$436K +1,526 New
TPCW
708
TD Private Client Wealth
New York
$436K +$109K +382 +33%
PWMG
709
Prestige Wealth Management Group
New Jersey
$433K -$572 -2 -0.1%
APA
710
Astoria Portfolio Advisors
New York
$433K -$30.2K -109 -7%
XF
711
XML Financial
Maryland
$431K
CCG
712
Ceeto Capital Group
Florida
$429K
WIM
713
Westside Investment Management
California
$429K
MSA
714
Marathon Strategic Advisors
Pennsylvania
$429K +$429K +1,500 New
FFP
715
FourThought Financial Partners
Florida
$426K +$426K +1,488 New
ANBT
716
American National Bank & Trust
Texas
$425K -$857 -3 -0.2%
JIC
717
Johnson Investment Counsel
Ohio
$425K +$22K +77 +5%
FRA
718
Frank Rimerman Advisors
California
$423K +$9.15K +32 +2%
GVAG
719
Great Valley Advisor Group
Delaware
$422K -$129K -450 -23%
VAS
720
Vestmark Advisory Solutions
Massachusetts
$422K +$422K +1,475 New
PA
721
Parallel Advisors
California
$420K +$28.9K +101 +7%
PP
722
Patron Partners
Texas
$420K -$5.43K -19 -1%
CCA
723
Checchi Capital Advisers
California
$420K -$5.14K -18 -1%
SAM
724
Smartleaf Asset Management
Massachusetts
$419K +$238K +832 +131%
GRP
725
Global Retirement Partners
California
$418K +$80.3K +281 +24%