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Rockwell Automation

756 hedge funds and large institutions have $14.2B invested in Rockwell Automation in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 257 increasing their positions, 274 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-48
Holders Change %
-5.97%
% of All Funds
16.6%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
50
Increased
257
Reduced
274
Closed
92
Calls
$90.2M
Puts
$75.3M
Net Calls
+$14.9M
Net Calls Change
-$29.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Kovitz Investment Group Partners
576
Kovitz Investment Group Partners
Illinois
$265K
HCM
577
Hengehold Capital Management
Ohio
$264K
TC
578
Telemus Capital
Michigan
$264K
VAS
579
Vestmark Advisory Solutions
Massachusetts
$259K -$59K -358 -19%
SPIA
580
Steward Partners Investment Advisory
New York
$258K +$989 +6 +0.4%
EWM
581
Evermay Wealth Management
Virginia
$255K -$41.3K -250 -14%
AF
582
Advisornet Financial
Minnesota
$254K +$136K +823 +115%
LS
583
Livforsakringsbolaget Skandia
Sweden
$253K
CDH
584
Charles D. Hyman
$248K
RIM
585
Rampart Investment Management
Connecticut
$247K -$12.7K -77 -5%
CCG
586
Ceeto Capital Group
Florida
$247K
TIA
587
Tiemann Investment Advisors
California
$245K -$16.5K -100 -6%
NA
588
NewEdge Advisors
Louisiana
$245K -$4.96K -30 -2%
WS
589
Wedbush Securities
California
$243K -$21.8K -132 -8%
LOAME
590
Lombard Odier Asset Management (Europe)
United Kingdom
$242K
CIAS
591
Capital Investment Advisory Services
North Carolina
$239K -$20.6K -125 -8%
EWM
592
Evercore Wealth Management
New York
$238K
SIP
593
Stoneridge Investment Partners
Pennsylvania
$234K
MCM
594
Mainstay Capital Management
Michigan
$232K
FMTC
595
Farmers & Merchants Trust Company
California
$231K -$33K -200 -13%
CCM
596
Cox Capital Management
Massachusetts
$231K
CAM
597
Costello Asset Management
Pennsylvania
$231K
ET
598
Equitable Trust
Tennessee
$228K
PWMAG
599
Pinnacle Wealth Management Advisory Group
New Jersey
$227K +$15.7K +95 +7%
FP
600
Foundry Partners
Minnesota
$226K