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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 %
EP
751
Edgestream Partners
New Jersey
$377K +$377K +1,320 New
EFG
752
Elios Financial Group
Ohio
$377K +$1.14K +4 +0.3%
AWM
753
AE Wealth Management
Kansas
$375K +$41.1K +144 +12%
SWM
754
SeaCrest Wealth Management
New York
$372K +$101K +355 +38%
VBCG
755
Valley Brook Capital Group
Pennsylvania
$372K
CA
756
Cullinan Associates
Kentucky
$372K
QFMHK
757
Q Fund Management (Hong Kong)
$372K +$372K +1,300 New
GS
758
GTS Securities
New York
$370K -$134K -470 -27%
SAM
759
Shell Asset Management
Netherlands
$367K -$33.7K -118 -8%
CFA
760
Cahill Financial Advisors
Minnesota
$361K -$5.43K -19 -1%
1WM
761
1900 Wealth Management
Texas
$359K -$572 -2 -0.2%
KPWS
762
Kestra Private Wealth Services
Texas
$358K +$358K +1,252 New
SA
763
Sicart Associates
New York
$357K
CA
764
Centerpoint Advisors
Massachusetts
$357K
VFA
765
Valeo Financial Advisors
Indiana
$352K -$44.3K -155 -11%
GI
766
Gradient Investments
Minnesota
$352K -$6.86K -24 -2%
FTWA
767
Fifth Third Wealth Advisors
Ohio
$351K +$21.7K +76 +7%
RCAG
768
Rehmann Capital Advisory Group
Michigan
$351K +$14.9K +52 +4%
HCA
769
Harbor Capital Advisors
Illinois
$350K +$8.57K +30 +3%
SAM
770
Steinberg Asset Management
New York
$350K
BTI
771
Blue Trust Inc
Georgia
$350K +$137K +479 +64%
FNBT
772
FineMark National Bank & Trust
Florida
$349K -$36.3K -127 -9%
CAM
773
Cidel Asset Management
Ontario, Canada
$348K -$261K -913 -43%
CRC
774
Curi RMB Capital
Illinois
$347K -$593K -2,074 -63%
FPCP
775
Fort Point Capital Partners
California
$347K -$20.9K -73 -6%