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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 %
BRWA
726
B. Riley Wealth Advisors
Florida
$417K -$51.7K -181 -11%
BIM
727
Bridges Investment Management
Nebraska
$417K +$57.7K +202 +16%
CJL
728
Cyrus J. Lawrence
New York
$416K
HI
729
Harbour Investments
Wisconsin
$415K -$16.9K -59 -4%
PMG
730
ProVise Management Group
Florida
$414K -$49.7K -174 -11%
IA
731
IFP Advisors
Florida
$413K -$31.3K -108 -7%
BFA
732
Buttonwood Financial Advisors
Maryland
$405K -$299K -1,046 -42%
NFG
733
Nations Financial Group
Iowa
$405K -$3.43K -12 -0.8%
NRWA
734
North Ridge Wealth Advisors
Oregon
$403K
KAM
735
Kraft Asset Management
Tennessee
$402K +$1.1K +4 +0.3%
CAM
736
Costello Asset Management
Pennsylvania
$400K
GIA
737
Gladstone Institutional Advisory
Florida
$400K +$6.57K +23 +2%
MIA
738
MainStreet Investment Advisors
Illinois
$399K -$8K -28 -2%
EWM
739
Evercore Wealth Management
New York
$394K
WWG
740
West Wealth Group
California
$393K +$1.43K +5 +0.4%
MC
741
Middleton & Co
Massachusetts
$393K -$28.6K -100 -7%
AFG
742
Atomi Financial Group
New York
$392K +$74.9K +262 +24%
BCA
743
Bay Colony Advisors
Massachusetts
$391K +$2.86K +10 +0.7%
PMSA
744
Patrick M. Sweeney & Associates
Illinois
$391K
HCM
745
Hutchinson Capital Management
California
$389K +$286 +1 +0.1%
ABC
746
Associated Banc-Corp
Wisconsin
$387K
AWF
747
Alpha Wealth Funds
Utah
$387K +$387K +1,354 New
LSAG
748
Lake Street Advisors Group
New Hampshire
$386K +$11.1K +39 +3%
SC
749
Syon Capital
California
$384K +$98K +343 +34%
HCM
750
Hengehold Capital Management
Ohio
$383K -$5.43K -19 -1%