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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 %
QC
1026
Quent Capital
New York
$62.3K +$5.15K +18 +9%
OP
1027
ORG Partners
Indiana
$60.6K +$4.57K +16 +8%
RL
1028
Rogco LP
Oklahoma
$58.6K
OSNBOA
1029
Old Second National Bank of Aurora
Illinois
$57.4K +$286 +1 +0.5%
BLC
1030
Brown, Lisle/Cummings
Rhode Island
$57.2K
ATC
1031
Advantage Trust Company
Kansas
$57.2K
GCM
1032
GKV Capital Management
California
$57.2K +$57.2K +200 New
VHAM
1033
Van Hulzen Asset Management
California
$57.2K +$57.2K +200 New
AAP
1034
Arax Advisory Partners
Colorado
$56.6K +$7.43K +26 +15%
HWM
1035
Hemington Wealth Management
Virginia
$56K +$6.19K +22 +12%
JFGIW
1036
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56K +$28.1K +101 +101%
TFGT
1037
TS Financial Group (TSFG)
Illinois
$54K +$283 +1 +0.5%
NIMI
1038
Natixis Investment Managers International
France
$53.2K -$33.4K -117 -39%
M
1039
MOTCO
Texas
$52K
WOC
1040
West Oak Capital
California
$51K
MMG
1041
Monetary Management Group
Missouri
$50K
API
1042
Asset Planning Inc
California
$49.4K +$49.4K +173 New
CSWM
1043
Cassady Schiller Wealth Management
Ohio
$47.7K +$2K +7 +4%
AWM
1044
Accredited Wealth Management
Kentucky
$47.2K +$47.2K +165 New
EBA
1045
Eagle Bay Advisors
New York
$45.4K -$10.6K -37 -19%
LWANC
1046
Laurel Wealth Advisors (North Carolina)
North Carolina
$40.3K
KC
1047
Knuff & Co
California
$40.3K +$11.7K +41 +41%
GGI
1048
Godsey & Gibb Inc
Virginia
$40K
FWA
1049
Flagship Wealth Advisors
Massachusetts
$38K +$38K +133 New
LFA
1050
Legend Financial Advisors
Pennsylvania
$37.2K -$5.72K -20 -13%