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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 %
QCG
926
Quadrant Capital Group
Ohio
$219K -$48.9K -171 -18%
CCMG
927
Clark Capital Management Group
Pennsylvania
$218K
BWFA
928
Baltimore-Washington Financial Advisors
Maryland
$218K
EFS
929
Essex Financial Services
Connecticut
$217K +$217K +760 New
LIA
930
LS Investment Advisors
Michigan
$217K
HR
931
Howe & Rusling
New York
$216K
CWM
932
Congress Wealth Management
Massachusetts
$216K +$216K +754 New
CCA
933
Cobblestone Capital Advisors
New York
$215K -$23.4K -82 -10%
ACM
934
Andina Capital Management
Utah
$215K -$92.8K -325 -30%
FC
935
Farringdon Capital
United Kingdom
$215K +$215K +752 New
HL
936
HeadInvest LLC
Maine
$214K -$15.7K -55 -7%
MCM
937
Maple Capital Management
Vermont
$214K
SAI
938
Savvy Advisors Inc
New York
$213K +$213K +745 New
HCM
939
Howard Capital Management
Georgia
$212K +$212K +743 New
B
940
BetterWealth
California
$211K +$211K +740 New
JSAM
941
J. Safra Asset Management
New York
$211K
CSP
942
Cary Street Partners
Virginia
$211K +$211K +739 New
CWG
943
Cornerstone Wealth Group
North Carolina
$210K +$210K +734 New
PWMAG
944
Pinnacle Wealth Management Advisory Group
New Jersey
$209K -$3.43K -12 -2%
CSB
945
City State Bank
Iowa
$209K
CT
946
Chicago Trust
Illinois
$207K -$80K -280 -28%
MWM
947
Merriman Wealth Management
Washington
$206K +$206K +721 New
EBT
948
Enterprise Bank & Trust
Massachusetts
$206K +$206K +721 New
FFA
949
Founders Financial Alliance
North Carolina
$206K +$206K +720 New
RWM
950
Ritholtz Wealth Management
New York
$205K -$22.3K -78 -10%