ROK icon

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 %
AAS
576
Avantax Advisory Services
Texas
$515K -$408K -1,625 -44%
BHWM
577
Bar Harbor Wealth Management
New Hampshire
$514K
MIM
578
MTM Investment Management
South Carolina
$513K +$513K +2,046 New
CAM
579
Cresset Asset Management
Illinois
$512K +$174K +693 +51%
GSEP
580
Golden State Equity Partners
California
$510K +$510K +2,036 New
EIG
581
Ellenbecker Investment Group
Wisconsin
$508K +$1.76K +7 +0.3%
MC
582
Middleton & Co
Massachusetts
$504K -$50.1K -200 -9%
LBD
583
Landsberg Bennett & Dubbaneh
Florida
$504K
LWM
584
Loveless Wealth Management
Montana
$502K -$25.1K -100 -5%
NJBEST
585
New Jersey Better Educational Savings Trust
New Jersey
$502K
OFG
586
OmniStar Financial Group
North Carolina
$501K -$23.6K -94 -4%
CCG
587
Chatham Capital Group
Georgia
$500K
AC
588
Addison Capital
Pennsylvania
$498K
IC
589
Inscription Capital
Texas
$496K -$165K -656 -25%
TFS
590
TrustCore Financial Services
Tennessee
$484K
SCA
591
Stonebridge Capital Advisors
Minnesota
$477K +$20.6K +82 +5%
VPIM
592
Vanguard Personalized Indexing Management
California
$477K +$25.6K +102 +6%
CIA
593
Choate Investment Advisors
Massachusetts
$475K
MS
594
Madden Securities
Texas
$473K
GT
595
Greenleaf Trust
Michigan
$471K +$28.1K +112 +6%
SWM
596
Selective Wealth Management
Virginia
$470K
ARMT
597
Amica Retiree Medical Trust
Rhode Island
$469K
AC
598
Arjuna Capital
North Carolina
$467K -$36.4K -145 -7%
MSRPS
599
Maryland State Retirement & Pension System
Maryland
$467K +$467K +1,870 New
HCM
600
Howland Capital Management
Massachusetts
$464K