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Rockwell Automation

968 hedge funds and large institutions have $22.4B invested in Rockwell Automation in 2020 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 339 increasing their positions, 306 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
968
Holders Change
+58
Holders Change %
+6.37%
% of All Funds
17.18%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
139
Increased
339
Reduced
306
Closed
71
Calls
$93.1M
Puts
$48.8M
Net Calls
+$44.4M
Net Calls Change
+$4.29M
Name Holding Trade Value Shares
Change
Shares
Change %
LNC
526
Lincoln National Corp
Pennsylvania
$676K +$301K +1,198 +80%
FMN
527
Financial Management Network
California
$668K +$668K +2,529 New
TPCW
528
TD Private Client Wealth
New York
$666K +$8.28K +33 +1%
GSWM
529
Golden State Wealth Management
California
$660K +$7.78K +31 +1%
AIM
530
Aspen Investment Management
Michigan
$658K -$6.02K -24 -0.9%
MPWT
531
MassMutual Private Wealth & Trust
Connecticut
$649K -$19.3K -77 -3%
CA
532
Cetera Advisors
Colorado
$645K
HCM
533
Hutchinson Capital Management
California
$644K -$5.01K -20 -0.8%
MA
534
MONECO Advisors
Connecticut
$643K +$3.68K +14 +0.6%
HAIM
535
Hunter Associates Investment Management
Pennsylvania
$641K
MAFM
536
Mid Atlantic Financial Management
Pennsylvania
$638K +$104K +415 +19%
MWM
537
MorganRosel Wealth Management
Colorado
$636K +$13K +52 +2%
JCM
538
Janney Capital Management
Pennsylvania
$635K
SFA
539
Stewardship Financial Advisors
Georgia
$635K
NL
540
NVWM LLC
Pennsylvania
$635K +$635K +2,531 New
HT
541
Heritage Trust
Oklahoma
$632K -$38.4K -153 -6%
RIA
542
Regal Investment Advisors
Michigan
$630K +$630K +2,510 New
RHBC
543
R.H. Bluestein & Co
Michigan
$627K
RFC
544
Regions Financial Corp
Alabama
$621K -$26.3K -105 -4%
TCOO
545
Trust Company of Oklahoma
Oklahoma
$621K
APP
546
Alpha Paradigm Partners
Illinois
$620K +$620K +2,471 New
AssetMark Inc
547
AssetMark Inc
California
$619K +$26.1K +104 +4%
MIP
548
Marietta Investment Partners
Wisconsin
$616K
BIM
549
Baldwin Investment Management
Pennsylvania
$612K +$612K +2,440 New
TNB
550
TCF National Bank
South Dakota
$611K -$8.02K -32 -1%