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Rockwell Automation

983 hedge funds and large institutions have $26.4B invested in Rockwell Automation in 2021 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 344 increasing their positions, 313 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
983
Holders Change
+15
Holders Change %
+1.55%
% of All Funds
17.16%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.24%
New
99
Increased
344
Reduced
313
Closed
74
Calls
$119M
Puts
$85.6M
Net Calls
+$33.1M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CAAS
551
Capital Asset Advisory Services
Michigan
$598K +$372K +1,302 +165%
DP
552
Dearborn Partners
Illinois
$593K
ICP
553
Interchange Capital Partners
Pennsylvania
$588K -$12.9K -45 -2%
KPWS
554
Kestra Private Wealth Services
Texas
$588K +$29.2K +102 +5%
HA
555
Harfst & Associates
Wyoming
$586K -$89.8K -314 -13%
EIG
556
Ellenbecker Investment Group
Wisconsin
$583K +$2.29K +8 +0.4%
MI
557
Markston International
New York
$578K -$6.86M -23,999 -92%
APP
558
Alpha Paradigm Partners
Illinois
$575K
RHBC
559
R.H. Bluestein & Co
Michigan
$572K -$143K -500 -20%
NJBEST
560
New Jersey Better Educational Savings Trust
New Jersey
$572K
LWM
561
Loveless Wealth Management
Montana
$572K
BHWM
562
Bar Harbor Wealth Management
New Hampshire
$570K -$2.29K -8 -0.4%
LBD
563
Landsberg Bennett & Dubbaneh
Florida
$570K
CCG
564
Chatham Capital Group
Georgia
$570K
SWA
565
Stratos Wealth Advisors
Ohio
$568K +$337K +1,177 +145%
MIM
566
MTM Investment Management
South Carolina
$566K -$5.72K -20 -1%
ARC
567
Advisor Resource Council
Texas
$566K +$566K +1,979 New
CT
568
Chicago Trust
Illinois
$564K +$233K +815 +70%
CFG
569
Cooper Financial Group
California
$561K -$290K -1,015 -34%
HPC
570
HM Payson & Co
Maine
$561K +$3.43K +12 +0.6%
NFG
571
Next Financial Group
Texas
$560K -$16.9K -59 -3%
BCM
572
Brookstone Capital Management
Illinois
$552K +$168K +576 +44%
AC
573
Addison Capital
Pennsylvania
$550K
IA
574
IndexIQ Advisors
New York
$548K +$16K +56 +3%
WAM
575
World Asset Management
Michigan
$547K -$33.5K -117 -6%