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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 %
ET
651
Equitable Trust
Tennessee
$368K
FHB
652
First Hawaiian Bank
Hawaii
$362K -$2.39K -9 -0.7%
Lido Advisors
653
Lido Advisors
California
$356K +$19.1K +72 +6%
AF
654
Allworth Financial
California
$353K -$2.12K -8 -0.6%
Carson Wealth (CWM LLC)
655
Carson Wealth (CWM LLC)
Nebraska
$351K
IAIM
656
International Assets Investment Management
Florida
$350K +$176K +682 +101%
BCM
657
Brookstone Capital Management
Illinois
$350K +$350K +1,317 New
AWM
658
Altium Wealth Management
New York
$349K -$12.8K -48 -4%
RWM
659
Ritholtz Wealth Management
New York
$349K +$349K +1,315 New
AA
660
ALPS Advisors
Colorado
$348K +$39K +147 +13%
CW
661
CreativeOne Wealth
Kansas
$348K +$78.8K +297 +29%
CDH
662
Charles D. Hyman
$346K
VBCG
663
Valley Brook Capital Group
Pennsylvania
$345K
CRCM
664
Corbett Road Capital Management
Virginia
$343K +$70.5K +265 +26%
CCM
665
Chilton Capital Management
Texas
$343K +$343K +1,293 New
BUB
666
BBVA USA Bancshares
Texas
$342K -$16.7K -63 -5%
HH
667
Hilltop Holdings
Texas
$338K -$33.9K -128 -9%
B
668
Bailard
California
$338K +$75.3K +284 +29%
ONB
669
Old National Bancorp
Indiana
$333K -$796 -3 -0.2%
APW
670
Aurora Private Wealth
New Jersey
$331K
BW
671
Bison Wealth
Georgia
$331K +$96.8K +365 +41%
SIM
672
Sentry Investment Management
Wisconsin
$330K -$1.55M -5,829 -82%
SAM
673
Steinberg Asset Management
New York
$325K
GLA
674
Great Lakes Advisors
Illinois
$324K -$37.9K -143 -10%
CAN
675
Claraphi Advisory Network
United States
$324K +$2.12K +8 +0.7%