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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 %
BSA
626
Braun Stacey Associates
New York
$408K
BWM
627
Baystate Wealth Management
Massachusetts
$407K
S
628
SignatureFD
Georgia
$407K +$13K +49 +3%
Fiera Capital (Canada)
629
Fiera Capital (Canada)
Quebec, Canada
$406K -$149K -560 -27%
AFM
630
Andesa Financial Management
Pennsylvania
$406K +$33.9K +128 +9%
WI
631
Wintrust Investments
Illinois
$403K +$58.7K +221 +17%
CT
632
Cambridge Trust
Massachusetts
$403K +$403K +1,520 New
MA
633
Montag & Associates
Georgia
$402K
EWM
634
Evercore Wealth Management
New York
$401K -$9.81K -37 -2%
CCG
635
Ceeto Capital Group
Florida
$398K
KIG
636
Kowal Investment Group
Wisconsin
$398K +$1.86K +7 +0.5%
EBT
637
Enterprise Bank & Trust
Massachusetts
$393K
CCM
638
Covington Capital Management
California
$393K +$143K +540 +57%
BRWA
639
B. Riley Wealth Advisors
Florida
$390K +$91.2K +343 +31%
TIA
640
Tiemann Investment Advisors
California
$386K
CGL
641
Clarius Group LLC
Washington
$386K +$31.8K +120 +9%
MCM
642
Mainstay Capital Management
Michigan
$385K +$1.59K +6 +0.4%
UCFA
643
United Capital Financial Advisors
Texas
$380K -$47.7K -180 -11%
CM
644
Castleark Management
Illinois
$377K -$607K -2,285 -62%
MCM
645
MAI Capital Management
Ohio
$376K +$36.4K +137 +11%
JWM
646
Jupiter Wealth Management
Colorado
$374K
PCM
647
Prelude Capital Management
New York
$373K +$373K +1,407 New
CAM
648
Costello Asset Management
Pennsylvania
$372K
VAM
649
Verity Asset Management
North Carolina
$372K +$5.57K +21 +2%
LW
650
Linscomb Wealth
Texas
$371K -$6.63K -25 -2%