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Rockwell Automation

1,028 hedge funds and large institutions have $26.7B invested in Rockwell Automation in 2021 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 356 increasing their positions, 342 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
+45
Holders Change %
+4.58%
% of All Funds
18.05%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.26%
New
111
Increased
356
Reduced
342
Closed
55
Calls
$75.2M
Puts
$80M
Net Calls
-$4.85M
Net Calls Change
-$38M
Name Holding Trade Value Shares
Change
Shares
Change %
BMC
626
Beaton Management Company
Massachusetts
$475K +$66.2K +225 +16%
SP
627
Symmetry Partners
Connecticut
$474K -$428K -1,437 -47%
MAFM
628
Mid Atlantic Financial Management
Pennsylvania
$474K +$10.6K +36 +2%
AIP
629
Ameritas Investment Partners
Nebraska
$473K
MCM
630
MAI Capital Management
Ohio
$472K -$883 -3 -0.2%
FAM
631
Fred Alger Management
New York
$471K
HAIM
632
Hunter Associates Investment Management
Pennsylvania
$470K
HCM
633
Hengehold Capital Management
Ohio
$470K
BEI
634
Benjamin Edwards Inc
Missouri
$470K +$55.9K +190 +14%
JWM
635
Jupiter Wealth Management
Colorado
$467K
FTDI
636
First Trust Direct Indexing
Massachusetts
$461K -$386K -1,313 -46%
Fiera Capital (Canada)
637
Fiera Capital (Canada)
Quebec, Canada
$457K +$7.05K +24 +2%
PP
638
Patron Partners
Texas
$451K -$1.76K -6 -0.4%
BWM
639
Baystate Wealth Management
Massachusetts
$451K
PGH
640
Partners Group Holding
Switzerland
$448K +$448K +1,523 New
CT
641
Cambridge Trust
Massachusetts
$447K
MA
642
Montag & Associates
Georgia
$445K
EWM
643
Evercore Wealth Management
New York
$445K
CG
644
Caprock Group
Idaho
$442K +$12.7K +43 +3%
FCH
645
Freestone Capital Holdings
Washington
$441K -$230K -783 -34%
CCG
646
Ceeto Capital Group
Florida
$441K
CGL
647
Clarius Group LLC
Washington
$438K +$5.88K +20 +1%
EBT
648
Enterprise Bank & Trust
Massachusetts
$436K
AF
649
Allworth Financial
California
$435K +$294 +1 +0.1%
ST
650
Smithfield Trust
Pennsylvania
$434K