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Rockwell Automation

1,201 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, 371 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+53
Holders Change %
+4.62%
% of All Funds
15.99%
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
371
Closed
105
Calls
$171M
Puts
$143M
Net Calls
+$27.8M
Net Calls Change
+$27.4M
Name Holding Trade Value Shares
Change
Shares
Change %
GKIM
1101
GW&K Investment Management
Massachusetts
$15K
PAI
1102
Pittenger & Anderson Inc
Nebraska
$14.6K -$6.86K -24 -32%
WWM
1103
Wolff Wiese Magana
California
$14.6K
MWM
1104
Mascoma Wealth Management
New Hampshire
$14.3K
FFA
1105
Fairfield Financial Advisors
Massachusetts
$14.3K
MCM
1106
Mainstream Capital Management
California
$14.3K +$14.3K +50 New
AG
1107
AmeriFlex Group
Nevada
$13.9K +$13.9K +50 New
RFS
1108
Richardson Financial Services
Massachusetts
$13.7K -$13.7K -48 -50%
SFA
1109
Semmax Financial Advisors
North Carolina
$13K +$296 +1 +2%
AT
1110
Arlington Trust
Alabama
$12.9K
IHWM
1111
Iron Horse Wealth Management
Iowa
$12.9K +$4.29K +15 +50%
MCM
1112
Manchester Capital Management
Vermont
$12.6K +$3.43K +12 +38%
GWM
1113
Geneos Wealth Management
Colorado
$12K -$7.15K -25 -37%
EWP
1114
Elevation Wealth Partners
California
$11.4K -$4K -14 -26%
OLVIG
1115
Oliver Lagore Vanvalin Investment Group
Michigan
$11.4K
FMP
1116
Financial Management Professionals
Texas
$11.1K -$2.29K -8 -17%
BWL
1117
Bogart Wealth LLC
Virginia
$9.72K +$4.86K +17 +100%
LDB
1118
Lee, Danner & Bass
Tennessee
$9.72K +$9.72K +34 New
AIC
1119
Archer Investment Corporation
Indiana
$9.28K -$870 -3 -9%
TFA
1120
Transamerica Financial Advisors
Florida
$9K +$9K +29 New
SO
1121
Sierra Ocean
California
$8.88K +$8.88K +31 New
FFO
1122
Fortitude Family Office
Arizona
$8.86K
DF
1123
Dunhill Financial
United Kingdom
$8.84K +$1.71K +6 +24%
RCM
1124
Raleigh Capital Management
North Carolina
$8.59K -$573 -2 -6%
GWP
1125
Gen-Wealth Partners
Michigan
$8.57K