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Rockwell Automation

968 hedge funds and large institutions have $23.6B invested in Rockwell Automation in 2021 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 351 increasing their positions, 336 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
968
Holders Change
Holders Change %
0%
% of All Funds
17.05%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
91
Increased
351
Reduced
336
Closed
84
Calls
$118M
Puts
$71.6M
Net Calls
+$46.6M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
576
Avantax Advisory Services
Texas
$519K -$25.8K -97 -5%
KPWS
577
Kestra Private Wealth Services
Texas
$518K +$82K +309 +19%
HPC
578
HM Payson & Co
Maine
$518K +$116K +438 +29%
TFS
579
TrustCore Financial Services
Tennessee
$513K
AC
580
Addison Capital
Pennsylvania
$511K -$16.2K -61 -3%
CCP
581
Corient Capital Partners
California
$511K +$35.3K +133 +7%
IC
582
Inscription Capital
Texas
$508K -$16.2K -61 -3%
SCA
583
Stonebridge Capital Advisors
Minnesota
$505K
CIA
584
Choate Investment Advisors
Massachusetts
$502K
MS
585
Madden Securities
Texas
$500K
FIM
586
Freedom Investment Management
Connecticut
$498K +$498K +1,876 New
SWM
587
Selective Wealth Management
Virginia
$497K
LNC
588
Lincoln National Corp
Pennsylvania
$495K -$220K -828 -31%
MC
589
Moors & Cabot
Massachusetts
$494K -$56.1K -211 -10%
IA
590
IndexIQ Advisors
New York
$493K +$62.9K +237 +15%
HCM
591
Howland Capital Management
Massachusetts
$491K
PHK
592
Point72 Hong Kong
Hong Kong
$490K +$236K +889 +93%
AIC
593
Ameritas Investment Company
Nebraska
$486K -$99.5K -375 -17%
Wolverine Trading
594
Wolverine Trading
Illinois
$482K +$482K +1,800 New
EFL
595
ERn Financial LLC
Wisconsin
$479K
CIA
596
Capital Investment Advisors
Georgia
$477K
CG
597
Caprock Group
Idaho
$469K -$10.1K -38 -2%
DWT
598
Dorsey & Whitney Trust
South Dakota
$468K -$12.2K -46 -3%
AssetMark Inc
599
AssetMark Inc
California
$461K -$194K -731 -30%
LS
600
Livforsakringsbolaget Skandia
Sweden
$460K