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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 %
PP
801
Pacifica Partners
Canada
$323K
TAM
802
Tealwood Asset Management
Minnesota
$320K
SXL
803
Summit X LLC
Missouri
$320K +$572 +2 +0.2%
PS
804
Principal Securities
Iowa
$319K +$52K +182 +19%
CPCP
805
Cedar Point Capital Partners
Iowa
$319K +$72.9K +255 +30%
AIP
806
Ameritas Investment Partners
Nebraska
$314K -$14K -49 -4%
CICI
807
Capital Investment Counsel Inc
North Carolina
$312K
CW
808
CreativeOne Wealth
Kansas
$310K -$1.14K -4 -0.4%
R
809
Rebalance
California
$309K
FAG
810
Fortitude Advisory Group
Washington
$309K +$11.4K +40 +4%
BCM
811
Brookstone Capital Management
Illinois
$307K +$20.3K +71 +7%
1W
812
1776 Wealth
Georgia
$305K
Teacher Retirement System of Texas
813
Teacher Retirement System of Texas
Texas
$304K +$85.5K +299 +39%
JCM
814
Jacobi Capital Management
Pennsylvania
$302K -$572 -2 -0.2%
CRWM
815
Castle Rock Wealth Management
California
$301K -$294 -1 -0.1%
MOS
816
MGO One Seven
Ohio
$301K +$301K +1,053 New
KFS
817
Kelly Financial Services
Massachusetts
$300K +$18K +63 +6%
LOPW
818
Live Oak Private Wealth
North Carolina
$300K +$2.57K +9 +0.9%
GC
819
Grange Capital
Oregon
$300K +$300K +1,050 New
CLA
820
Carnegie Lake Advisors
New Jersey
$300K
PL
821
Plancorp LLC
Missouri
$300K +$6K +21 +2%
SPIA
822
Steward Partners Investment Advisory
New York
$298K +$18K +63 +6%
P
823
Pitcairn
Pennsylvania
$296K +$2.86K +10 +1%
HH
824
Hilltop Holdings
Texas
$295K +$64.8K +227 +28%
SB
825
Simmons Bank
Arkansas
$295K -$2.86K -10 -1%