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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 %
DAS
851
Dynamic Advisor Solutions
Arizona
$281K -$97.1K -340 -26%
BJL
852
Brighton Jones LLC
Washington
$281K +$281K +983 New
PWW
853
Pettyjohn Wood & White
Virginia
$281K
MWM
854
Modera Wealth Management
New Jersey
$279K +$10K +35 +4%
Financial Engines Advisors
855
Financial Engines Advisors
California
$279K +$279K +976 New
CIA
856
Concurrent Investment Advisors
Florida
$278K -$3.14K -11 -1%
FSA
857
Financial Security Advisor
Virginia
$278K +$1.14K +4 +0.4%
LW
858
Linscomb Wealth
Texas
$277K
KA
859
KLCM Advisors
Wisconsin
$276K
TWM
860
Tradition Wealth Management
Minnesota
$274K +$1.14K +4 +0.4%
NP
861
NorthRock Partners
Minnesota
$273K -$58.3K -204 -18%
MS
862
Marshall & Sullivan
Washington
$272K
SAW
863
Signal Advisors Wealth
Michigan
$270K +$30K +105 +12%
PAS
864
Point72 Asia (Singapore)
Singapore
$269K -$358K -1,252 -57%
PWPS
865
Pinnacle Wealth Planning Services
Ohio
$268K -$86.3K -302 -24%
CCC
866
Chelsea Counsel Company
California
$263K
GL
867
Graypoint LLC
New York
$263K +$22.9K +80 +10%
BCIM
868
Bishop & Co Investment Management
Pennsylvania
$262K
HI
869
Hudock Inc
Pennsylvania
$260K +$286 +1 +0.1%
DI
870
Diligent Investors
California
$260K +$571 +2 +0.2%
CI
871
Conning Inc
Connecticut
$257K -$7.43K -26 -3%
SMG
872
Smart Money Group
Texas
$257K +$1.14K +4 +0.4%
PHWM
873
Pine Harbor Wealth Management
Maryland
$257K
CCT
874
Capital City Trust
Florida
$255K
AF
875
Advisornet Financial
Minnesota
$255K -$70.6K -247 -22%