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Rockwell Automation

691 hedge funds and large institutions have $15B invested in Rockwell Automation in 2017 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 243 increasing their positions, 236 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
+36
Holders Change %
+5.5%
% of All Funds
17.23%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.32%
New
96
Increased
243
Reduced
236
Closed
50
Calls
$48.3M
Puts
$99.5M
Net Calls
-$51.1M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
626
Benjamin F. Edwards & Company
Missouri
$43K
BL
627
Balentine LLC
Georgia
$42K +$42K +270 New
TWA
628
TCI Wealth Advisors
Arizona
$40K
RWA
629
Ropes Wealth Advisors
Massachusetts
$39K
AIM
630
Advantage Investment Management
Iowa
$37K +$15.5K +100 +72%
IUHSA
631
Itau Unibanco Holding S.A.
Brazil
$31K -$26.4K -170 -46%
AWM
632
Avior Wealth Management
Nebraska
$31K
OC
633
Oakworth Capital
Alabama
$30K
CAW
634
Cornerstone Advisors (Washington)
Washington
$29K
AssetMark Inc
635
AssetMark Inc
California
$27K -$7.14K -46 -21%
SA
636
SpiderRock Advisors
Delaware
$26K
GRP
637
Global Retirement Partners
California
$25K +$9.72K +63 +64%
BIG
638
Bellwether Investment Group
Tennessee
$23K
SNT
639
Security National Trust
West Virginia
$23K
FANJ
640
Financial Architects (New Jersey)
New Jersey
$23K +$23K +149 New
MWM
641
MinichMacGregor Wealth Management
New York
$22K -$3.89K -26 -15%
WTC
642
WhitTier Trust Company
Nevada
$21K
SPIA
643
Steward Partners Investment Advisory
New York
$21K +$6.85K +46 +48%
CFA
644
Camarda Financial Advisors
Florida
$20K
PFBT
645
Parkside Financial Bank & Trust
Missouri
$20K +$16.2K +103 +429%
YWP
646
YorkBridge Wealth Partners
New York
$19K
BCI
647
Brinker Capital Investments
Pennsylvania
$19K +$19K +124 New
BCM
648
Barometer Capital Management
Ontario, Canada
$19K +$19K +125 New
TRCT
649
Tower Research Capital (TRC)
New York
$16K -$458K -2,921 -97%
TC
650
Trust Company
Kansas
$16K