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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 %
T
1001
TOBAM
France
$95K -$21.6K -76 -19%
DPW
1002
DiNuzzo Private Wealth
Pennsylvania
$94K +$26.9K +94 +40%
CH
1003
Cromwell Holdings
Wyoming
$92.3K -$12.6K -44 -12%
MA
1004
Modus Advisors
Minnesota
$90.3K +$90.3K +316 New
MMCM
1005
Murphy & Mullick Capital Management
New York
$88.9K +$88.9K +311 New
Group One Trading
1006
Group One Trading
Illinois
$85.7K +$85.7K +300 New
BIA
1007
Bell Investment Advisors
California
$84K -$2.86K -10 -3%
1IA
1008
1620 Investment Advisors
Massachusetts
$82K
GM
1009
GeoWealth Management
Illinois
$81.5K -$7.15K -25 -8%
KFP
1010
Keener Financial Planning
Texas
$79K
CTB
1011
Country Trust Bank
Illinois
$78.3K +$78.3K +274 New
OC
1012
Oakworth Capital
Alabama
$76.3K
DJSG
1013
D.J. St. Germain
Massachusetts
$74.9K
VCM
1014
Versant Capital Management
Arizona
$74.9K
CFO
1015
CVA Family Office
Colorado
$73.7K +$13.7K +48 +23%
NECFA
1016
New England Capital Financial Advisors
Connecticut
$71.5K
WSCM
1017
Wellington Shields Capital Management
New York
$71.4K
HRC
1018
Hoertkorn Richard Charles
$71.4K -$71.4K -250 -50%
HBW
1019
Hazlett, Burt & Watson
West Virginia
$71K
LWA
1020
Lowe Wealth Advisors
Maryland
$70.9K
IBOK
1021
Independence Bank of Kentucky
Kentucky
$68.6K
CA
1022
Continuum Advisory
Idaho
$65.7K +$1.72K +6 +3%
CFGS
1023
Concourse Financial Group Securities
Alabama
$65.3K
BIM
1024
Breakwater Investment Management
Washington
$64.6K
SWM
1025
Spire Wealth Management
Virginia
$64.4K -$8.58K -30 -12%