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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 %
SIS
1051
Strategic Investment Solutions
Illinois
$36.9K
DMBA
1052
Deseret Mutual Benefit Administrators
Utah
$35.7K +$5.14K +18 +17%
PAM
1053
Parvin Asset Management
South Dakota
$35.7K +$35.7K +125 New
IWP
1054
IAG Wealth Partners
Wisconsin
$35.5K
S
1055
Sachetta
Massachusetts
$35K +$1.15K +4 +3%
SS
1056
SBI Securities
Japan
$34.6K +$34.6K +121 New
OC
1057
Oarsman Capital
Wisconsin
$34.3K
BOJHT
1058
Bank of Jackson Hole Trust
Wyoming
$34.3K +$34.3K +120 New
FGC
1059
Financial Gravity Companies
Texas
$34.3K +$34.3K +120 New
FP
1060
Financial Perspectives
Minnesota
$32K
ZB
1061
Zions Bancorporation
Utah
$30.6K -$16.3K -57 -35%
DWM
1062
Darwin Wealth Management
Florida
$30K -$6.58K -23 -18%
CSPIA
1063
Cary Street Partners Investment Advisory
Virginia
$29.7K -$199K -696 -87%
B
1064
Birchbrook
Maine
$28.6K
KOCAA
1065
Knights of Columbus Asset Advisors
Connecticut
$28.6K
CB
1066
Community Bank
New York
$28.6K
FUBT
1067
First United Bank & Trust
Maryland
$27.4K
PFP
1068
Pinnacle Financial Partners
Tennessee
$26.8K
FHA
1069
First Horizon Advisors
Tennessee
$26.6K +$5.15K +18 +24%
PFA
1070
Pathway Financial Advisers
Indiana
$26.3K
TFIPS
1071
Towarzystwo Funduszy Inwestycyjnych PZU SA
$25.7K
MCM
1072
MV Capital Management
Maryland
$25.4K +$572 +2 +2%
GWSG
1073
GPS Wealth Strategies Group
Colorado
$24.6K
GBT
1074
Grove Bank & Trust
Florida
$24K +$5.43K +19 +29%
BGAI
1075
Bruce G. Allen Investments
Colorado
$23.7K