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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 %
IA
626
IndexIQ Advisors
New York
$407K +$192K +764 +89%
UCFA
627
United Capital Financial Advisors
Texas
$405K -$89.9K -358 -18%
MHIC
628
Marble Harbor Investment Counsel
Massachusetts
$401K -$16.3K -65 -4%
HCM
629
Hengehold Capital Management
Ohio
$401K
PA
630
Profund Advisors
Maryland
$400K +$1.25K +5 +0.3%
KIG
631
Kowal Investment Group
Wisconsin
$396K +$396K +1,492 New
QT
632
Quantamental Technologies
New York
$395K -$175K -697 -31%
EWA
633
EP Wealth Advisors
California
$392K +$6.02K +24 +2%
RC
634
RegentAtlantic Capital
New Jersey
$388K -$4.27K -17 -1%
EWM
635
Evercore Wealth Management
New York
$388K
MA
636
Mutual Advisors
Nebraska
$388K
BSA
637
Braun Stacey Associates
New York
$386K +$386K +1,538 New
BWM
638
Baystate Wealth Management
Massachusetts
$385K -$79.9K -318 -17%
MA
639
Montag & Associates
Georgia
$380K +$380K +1,515 New
HPC
640
HM Payson & Co
Maine
$379K
CCG
641
Ceeto Capital Group
Florida
$376K
EBT
642
Enterprise Bank & Trust
Massachusetts
$372K
S
643
SignatureFD
Georgia
$372K +$1.51K +6 +0.4%
TIA
644
Tiemann Investment Advisors
California
$365K
MCM
645
Mainstay Capital Management
Michigan
$362K +$1.76K +7 +0.5%
LW
646
Linscomb Wealth
Texas
$357K -$251 -1 -0.1%
CSPIA
647
Cary Street Partners Investment Advisory
Virginia
$355K +$197K +786 +125%
PP
648
Prudential plc
United Kingdom
$354K -$706K -2,811 -67%
AFM
649
Andesa Financial Management
Pennsylvania
$352K +$27.3K +109 +8%
HH
650
Hilltop Holdings
Texas
$352K +$352K +1,404 New