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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
16.01%
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 %
BWP
826
BSW Wealth Partners
Colorado
$294K +$30.9K +108 +12%
FFA
827
Farther Finance Advisors
California
$294K -$141K -494 -32%
WP
828
WMS Partners
Maryland
$294K +$6.86K +24 +2%
NRG
829
Nemes Rush Group
Michigan
$293K -$256K -896 -47%
PCM
830
Parsons Capital Management
Rhode Island
$292K -$14.3K -50 -5%
PCA
831
Prosperity Capital Advisors
Ohio
$292K -$31.2K -109 -10%
CCM
832
Chilton Capital Management
Texas
$291K +$18.3K +64 +7%
VV
833
Verity & Verity
South Carolina
$291K +$291K +1,017 New
KV
834
Kickstand Ventures
New York
$290K -$6.57K -23 -2%
BF
835
BOK Financial
Oklahoma
$289K +$547 +2 +0.2%
CIAS
836
Capital Investment Advisory Services
North Carolina
$288K -$858 -3 -0.3%
CAC
837
Certified Advisory Corp
Florida
$288K -$1.14K -4 -0.4%
KA
838
Kooman & Associates
Pennsylvania
$288K +$286 +1 +0.1%
WP
839
WealthPLAN Partners
Nebraska
$287K -$286 -1 -0.1%
FWM
840
FMB Wealth Management
California
$287K +$572 +2 +0.2%
SDIC
841
South Dakota Investment Council
South Dakota
$286K
FFS
842
Founders Financial Securities
Maryland
$286K
ECM
843
Estabrook Capital Management
New York
$286K
WSC
844
Wellington Shields & Co
New York
$286K
JSSH
845
J. Safra Sarasin Holding
$286K
RIM
846
RW Investment Management
Idaho
$286K
BWM
847
BKM Wealth Management
Wisconsin
$285K
SLC
848
Second Line Capital
Louisiana
$284K +$9.15K +32 +3%
EB
849
Eastern Bank
Massachusetts
$283K
AFG
850
ABLE Financial Group
Arizona
$283K