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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 %
PMG
876
Private Management Group
California
$255K
FFA
877
Fragasso Financial Advisors
Pennsylvania
$254K +$2.57K +9 +1%
LA
878
Legacy Advisors
Pennsylvania
$254K +$254K +889 New
AF
879
Aviso Financial
Ontario, Canada
$253K -$12.3K -43 -5%
FCM
880
Fieldview Capital Management
Michigan
$253K +$253K +884 New
VT
881
Vise Technologies
New York
$252K +$252K +883 New
MKA
882
M. Kulyk & Associates
Georgia
$252K +$1.14K +4 +0.5%
FA
883
Fiduciary Alliance
South Carolina
$249K
EFL
884
ERn Financial LLC
Wisconsin
$249K +$286 +1 +0.1%
KFI
885
Key Financial Inc
Pennsylvania
$248K
OTPPB
886
Ontario Teachers' Pension Plan Board
Ontario, Canada
$248K +$248K +868 New
BIAS
887
Beacon Investment Advisory Services
New Jersey
$248K -$89.7K -314 -27%
CFFP
888
Center for Financial Planning
Michigan
$248K
FBFS
889
First Business Financial Services
Wisconsin
$248K
ICP
890
Impact Capital Partners
Colorado
$247K +$247K +864 New
LS
891
Livforsakringsbolaget Skandia
Sweden
$247K
PPWM
892
Paragon Private Wealth Management
Kentucky
$247K -$16.9K -59 -6%
CFO
893
Callan Family Office
Pennsylvania
$246K +$246K +861 New
SMA
894
Seven Mile Advisory
New Jersey
$245K +$16.6K +58 +7%
PAS
895
Professional Advisory Services
Florida
$243K
CIC
896
Chilton Investment Company
Connecticut
$242K +$242K +846 New
RBI
897
Raiffeisen Bank International
Austria
$241K +$241K +845 New
WF
898
Welch & Forbes
Massachusetts
$241K +$241K +843 New
AI
899
Accredited Investors
Minnesota
$241K -$2.86K -10 -1%
CFG
900
Carr Financial Group
Massachusetts
$240K +$1.14K +4 +0.5%