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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 %
AR
651
Advisory Research
Illinois
$351K -$18.8K -75 -5%
Carson Wealth (CWM LLC)
652
Carson Wealth (CWM LLC)
Nebraska
$351K
CCM
653
Cox Capital Management
Massachusetts
$351K
CAM
654
Costello Asset Management
Pennsylvania
$351K
JWM
655
Jupiter Wealth Management
Colorado
$351K
ET
656
Equitable Trust
Tennessee
$347K
VAM
657
Verity Asset Management
North Carolina
$346K
FHB
658
First Hawaiian Bank
Hawaii
$344K -$344K -1,371 -50%
OC
659
Oarsman Capital
Wisconsin
$344K -$62.8K -250 -15%
GLA
660
Great Lakes Advisors
Illinois
$342K +$342K +1,365 New
AWM
661
Altium Wealth Management
New York
$341K -$9.77K -39 -3%
BUB
662
BBVA USA Bancshares
Texas
$340K +$30.2K +120 +10%
FI
663
FormulaFolio Investments
Michigan
$337K +$337K +1,344 New
AF
664
Allworth Financial
California
$336K +$2.01K +8 +0.6%
CGL
665
Clarius Group LLC
Washington
$335K +$84.6K +337 +34%
CDH
666
Charles D. Hyman
$327K
GC
667
Grimes & Company
Massachusetts
$327K +$251 +1 +0.1%
FMLI
668
Fukoku Mutual Life Insurance
Japan
$326K
VBCG
669
Valley Brook Capital Group
Pennsylvania
$326K +$326K +1,300 New
WI
670
Wintrust Investments
Illinois
$325K +$9.52K +38 +3%
MCM
671
MAI Capital Management
Ohio
$321K +$58K +231 +22%
Lido Advisors
672
Lido Advisors
California
$318K +$318K +1,269 New
ONB
673
Old National Bancorp
Indiana
$316K -$29.6K -118 -9%
Cerity Partners
674
Cerity Partners
New York
$314K +$48.7K +194 +18%
APW
675
Aurora Private Wealth
New Jersey
$313K