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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 %
HBT
951
Hills Bank & Trust
Iowa
$205K
IIC
952
Ironwood Investment Counsel
Arizona
$204K -$56.1K -196 -22%
MG
953
Mather Group
Illinois
$203K +$1.14K +4 +0.6%
CWM
954
Campbell Wealth Management
Virginia
$203K +$203K +711 New
PSCM
955
Per Stirling Capital Management
Texas
$203K +$203K +709 New
JWA
956
JFS Wealth Advisors
Pennsylvania
$200K -$14K -49 -7%
PFA
957
Professional Financial Advisors
Nebraska
$200K +$200K +700 New
SS
958
Sunbelt Securities
Texas
$199K +$286 +1 +0.1%
LC
959
Lindbrook Capital
California
$192K -$7.43K -26 -4%
CTC
960
Central Trust Company
Missouri
$187K -$17.1K -60 -8%
HDIM
961
Hanson & Doremus Investment Management
Vermont
$185K
NB
962
NBT Bank
New York
$182K
VWA
963
VSM Wealth Advisory
Maryland
$178K +$178K +623 New
PFBT
964
Parkside Financial Bank & Trust
Missouri
$175K +$18.9K +66 +12%
AAG
965
Armstrong Advisory Group
Massachusetts
$173K
BGA
966
Battery Global Advisors
Massachusetts
$171K
WTC
967
WhitTier Trust Company
Nevada
$167K
EWA
968
EverSource Wealth Advisors
Alabama
$163K +$1.43K +5 +0.9%
Acadian Asset Management
969
Acadian Asset Management
Massachusetts
$160K
BA
970
Bellwether Advisors
Nebraska
$158K +$158K +553 New
RIL
971
Rothschild Investment LLC
Illinois
$157K
BDL
972
Banque de Luxembourg
Luxembourg
$157K +$157K +547 New
TFM
973
TFC Financial Management
Massachusetts
$156K -$67.2K -235 -30%
Walleye Capital
974
Walleye Capital
New York
$156K +$74K +259 +90%
TF
975
Tompkins Financial
New York
$155K