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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 %
TCPWM
676
Traverso Chambers Private Wealth Management
California
$322K
TNB
677
TCF National Bank
South Dakota
$317K -$328K -1,240 -51%
CGA
678
Crescent Grove Advisors
Illinois
$316K
ECM
679
Evergreen Capital Management
Washington
$315K +$315K +1,188 New
CFFP
680
Center for Financial Planning
Michigan
$314K
RE
681
RBC Europe
United Kingdom
$313K -$17.5K -66 -5%
PCA
682
Personal Capital Advisors
California
$313K
9WM
683
9258 Wealth Management
Ohio
$313K +$1.33K +5 +0.4%
AFWM
684
AMJ Financial Wealth Management
Virginia
$313K +$313K +1,181 New
BCA
685
Bay Colony Advisors
Massachusetts
$312K +$59.7K +225 +24%
JWCA
686
J.W. Cole Advisors
Florida
$311K +$7.96K +30 +3%
CT
687
Chicago Trust
Illinois
$308K -$7.43K -28 -2%
GT
688
Glenview Trust
Kentucky
$305K +$305K +1,149 New
DAS
689
Dynamic Advisor Solutions
Arizona
$304K +$9.56K +36 +3%
WSTAM
690
Wilbanks Smith & Thomas Asset Management
Virginia
$299K
FP
691
Foundry Partners
Minnesota
$298K
EF
692
Empirical Finance
Pennsylvania
$297K
TAM
693
Tealwood Asset Management
Minnesota
$297K
UBV
694
United Bank (Virginia)
Virginia
$296K
1W
695
1776 Wealth
Georgia
$294K -$6.61K -26 -2%
RIM
696
Rockbridge Investment Management
New York
$294K
CBN
697
Cadence Bank NA
Texas
$294K +$45.7K +172 +18%
FMLI
698
Fukoku Mutual Life Insurance
Japan
$292K -$53.1K -200 -15%
FMTC
699
Farmers & Merchants Trust Company
California
$292K -$26.5K -100 -8%
AA
700
Argent Advisors
Louisiana
$292K