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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 %
AAS
576
Avantax Advisory Services
Texas
$547K -$11.1K -39 -2%
SVWAG
577
Sound View Wealth Advisors Group
Georgia
$547K +$547K +1,913 New
CIA
578
Choate Investment Advisors
Massachusetts
$544K +$2.86K +10 +0.5%
TFS
579
TrustCore Financial Services
Tennessee
$543K -$9.73K -34 -2%
FIM
580
Freedom Investment Management
Connecticut
$543K +$6.86K +24 +1%
MS
581
Madden Securities
Texas
$539K
SWM
582
Selective Wealth Management
Virginia
$535K
MC
583
Moors & Cabot
Massachusetts
$531K -$572 -2 -0.1%
HCM
584
Howland Capital Management
Massachusetts
$529K
RC
585
RegentAtlantic Capital
New Jersey
$528K +$68.9K +241 +15%
S
586
SignatureFD
Georgia
$527K +$88.5K +309 +20%
EFL
587
ERn Financial LLC
Wisconsin
$521K +$5.14K +18 +1%
TWM
588
Triton Wealth Management
Arizona
$521K +$521K +1,643 New
GIA
589
Gladstone Institutional Advisory
Florida
$515K +$515K +1,802 New
DWM
590
Dakota Wealth Management
Florida
$513K +$513K +1,793 New
LOAMS
591
Lombard Odier Asset Management (Switzerland)
Switzerland
$511K -$146K -511 -22%
SWP
592
Stratos Wealth Partners
Ohio
$508K +$16.9K +59 +3%
CIA
593
Capital Investment Advisors
Georgia
$500K -$13.7K -48 -3%
LS
594
Livforsakringsbolaget Skandia
Sweden
$496K
WP
595
WealthPLAN Partners
Nebraska
$496K +$216K +682 +77%
LNC
596
Lincoln National Corp
Pennsylvania
$495K -$38.9K -136 -7%
AIMCA
597
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$486K
DWT
598
Dorsey & Whitney Trust
South Dakota
$483K -$20.9K -73 -4%
CB
599
Community Bank
New York
$479K -$200K -700 -29%
MYLI
600
Meiji Yasuda Life Insurance
Japan
$478K -$236K -825 -33%