ROK icon

Rockwell Automation

816 hedge funds and large institutions have $13.2B invested in Rockwell Automation in 2018 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 229 increasing their positions, 320 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
18.21%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
120
Increased
229
Reduced
320
Closed
114
Calls
$106M
Puts
$86M
Net Calls
+$20.3M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
601
Csenge Advisory Group
Florida
$245K +$239K +1,591 +3,700%
HCM
602
Hengehold Capital Management
Ohio
$241K
CWSR
603
Chessman Wealth Strategies RIA
Texas
$241K
ACP
604
Aviance Capital Partners
Florida
$241K +$241K +1,605 New
UBV
605
United Bank (Virginia)
Virginia
$240K +$9.5K +63 +4%
TIA
606
Tiemann Investment Advisors
California
$239K
NERM
607
New England Research & Management
Illinois
$233K +$233K +1,550 New
LC
608
Lourd Capital
California
$230K -$4.97K -33 -2%
NCMW
609
Northern Capital Management (Wisconsin)
Wisconsin
$229K
KA
610
Kintegral Advisory
New York
$229K +$229K +1,523 New
CCM
611
Cox Capital Management
Massachusetts
$228K
IWC
612
Integrated Wealth Concepts
Massachusetts
$227K -$129K -855 -36%
Massachusetts Financial Services
613
Massachusetts Financial Services
Massachusetts
$227K -$44K -292 -16%
CCG
614
Ceeto Capital Group
Florida
$226K
CSA
615
Cottage Street Advisors
Massachusetts
$226K
CDH
616
Charles D. Hyman
$226K
AWM
617
AE Wealth Management
Kansas
$226K +$37.6K +250 +20%
SS
618
Simplicity Solutions
Minnesota
$226K +$226K +1,504 New
WIM
619
Westside Investment Management
California
$226K -$20.8K -138 -8%
PFA
620
Pure Financial Advisors
California
$225K +$225K +1,498 New
PCMC
621
Paragon Capital Management (Colorado)
Colorado
$223K -$602 -4 -0.3%
LOAME
622
Lombard Odier Asset Management (Europe)
United Kingdom
$221K
MBTD
623
Mechanics Bank - Trust Department
California
$220K
MCM
624
McKinley Capital Management
Alaska
$216K -$9.04K -60 -4%
IIM
625
Ipswich Investment Management
Massachusetts
$216K +$216K +1,435 New