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Rockwell Automation

579 hedge funds and large institutions have $13B invested in Rockwell Automation in 2014 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 209 increasing their positions, 198 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
16.73%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
52
Increased
209
Reduced
198
Closed
38
Calls
$49.2M
Puts
$26.5M
Net Calls
+$22.7M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
526
D.A. Davidson & Co
Montana
$99K -$38.3K -311 -28%
GLI
527
Guardian Life Insurance
New York
$98K
EWM
528
Edge Wealth Management
New York
$87K
MCM
529
Manchester Capital Management
Vermont
$85K
KT
530
Kanaly Trust
Texas
$76K +$38.7K +312 +104%
WA
531
Waverly Advisors
Alabama
$75K
SAMC
532
Shinko Asset Management Company
Japan
$75K
HI
533
Hudock Inc
Pennsylvania
$75K
AR
534
Advisory Research
Illinois
$70K +$70K +560 New
CFA
535
Carroll Financial Associates
North Carolina
$69K
PSI
536
Pinnacle Summer Investments
Virginia
$65K
OFS
537
Orrstown Financial Services
Pennsylvania
$63K
Envestnet Asset Management
538
Envestnet Asset Management
Illinois
$61K +$4.38K +35 +8%
FIG
539
Fusion Investment Group
Pennsylvania
$58K -$632K -5,146 -92%
BC
540
Blackhill Capital
New Jersey
$55K
WRM
541
Westport Resources Management
Connecticut
$54K
KPCM
542
Kings Point Capital Management
New York
$53K +$53K +426 New
SAM
543
Shamrock Asset Management
Texas
$51K +$51K +408 New
RFA
544
Reilly Financial Advisors
California
$47K
CFA
545
CT Financial Advisors
Pennsylvania
$46.4K +$46.4K +400 New
BFEC
546
Benjamin F. Edwards & Company
Missouri
$42K -$72.6K -588 -63%
EFSCE
547
Enterprise Financial Services Corp (EFSC)
Missouri
$41K +$14.8K +118 +56%
ST
548
Stifel Trust
Missouri
$32K +$6.4K +50 +25%
WTC
549
WhitTier Trust Company
Nevada
$30K
MAM
550
Mizuho Asset Management
Japan
$29K