ROK icon

Rockwell Automation

815 hedge funds and large institutions have $17.2B invested in Rockwell Automation in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 264 increasing their positions, 276 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+15
Holders Change %
+1.88%
% of All Funds
18.66%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.27%
New
82
Increased
264
Reduced
276
Closed
60
Calls
$326M
Puts
$113M
Net Calls
+$213M
Net Calls Change
+$146M
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
651
One Wealth Advisors
California
$192K -$7.31K -39 -4%
FMT
652
First Mercantile Trust
Tennessee
$189K -$41.6K -222 -18%
BC
653
Bartlett & Co
Ohio
$189K +$1.13K +6 +0.6%
BCWM
654
Bartlett & Co Wealth Management
Ohio
$189K +$1.13K +6 +0.6%
ECM
655
Estabrook Capital Management
New York
$188K
WF
656
WealthTrust Fairport
Ohio
$187K +$938 +5 +0.5%
GI
657
Gradient Investments
Minnesota
$186K
KBFS
658
Kohmann Bosshard Financial Services
Ohio
$186K
VIA
659
Vantage Investment Advisors
Pennsylvania
$185K
TCOV
660
Trust Company of Vermont
Vermont
$168K
WAP
661
Wealthcare Advisory Partners
Pennsylvania
$165K +$38.3K +204 +30%
Rockefeller Capital Management
662
Rockefeller Capital Management
New York
$155K
NIMI
663
Natixis Investment Managers International
France
$155K +$42.1K +224 +37%
IA
664
IFP Advisors
Florida
$153K +$7.86K +42 +5%
WSTAM
665
Wilbanks Smith & Thomas Asset Management
Virginia
$149K +$149K +794 New
BAM
666
Belpointe Asset Management
Nevada
$149K +$149K +794 New
JCM
667
Jacobi Capital Management
Pennsylvania
$144K
AA
668
AlphaMark Advisors
Kentucky
$141K -$935 -5 -0.7%
RWA
669
Ropes Wealth Advisors
Massachusetts
$141K +$94K +500 +200%
VFA
670
Valeo Financial Advisors
Indiana
$139K -$4.78K -29 -3%
CFA
671
Carroll Financial Associates
North Carolina
$136K
AIS
672
Accurate Investment Solutions
Pennsylvania
$134K
AF
673
Advisornet Financial
Minnesota
$134K +$8.26K +44 +7%
ARMT
674
Amica Retiree Medical Trust
Rhode Island
$132K
HDIM
675
Hanson & Doremus Investment Management
Vermont
$129K