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Rockwell Automation

983 hedge funds and large institutions have $26.4B invested in Rockwell Automation in 2021 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 344 increasing their positions, 313 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
983
Holders Change
+15
Holders Change %
+1.55%
% of All Funds
17.16%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.24%
New
99
Increased
344
Reduced
313
Closed
74
Calls
$119M
Puts
$85.6M
Net Calls
+$33.1M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Shares
Change %
9WM
676
9258 Wealth Management
Ohio
$352K +$14.9K +52 +4%
Carson Wealth (CWM LLC)
677
Carson Wealth (CWM LLC)
Nebraska
$351K
FPS
678
Fieldpoint Private Securities
Connecticut
$351K +$348K +1,092 +10,920%
SAM
679
Steinberg Asset Management
New York
$350K
FHB
680
First Hawaiian Bank
Hawaii
$349K -$40.9K -143 -10%
VAS
681
Vestmark Advisory Solutions
Massachusetts
$348K +$71.4K +250 +26%
TCPWM
682
Traverso Chambers Private Wealth Management
California
$347K
GLA
683
Great Lakes Advisors
Illinois
$346K -$3.72K -13 -1%
DAS
684
Dynamic Advisor Solutions
Arizona
$346K +$18.3K +64 +6%
LW
685
Linscomb Wealth
Texas
$345K -$55.2K -193 -14%
ECM
686
Evergreen Capital Management
Washington
$345K +$5.43K +19 +2%
CGA
687
Crescent Grove Advisors
Illinois
$341K
LIA
688
LS Investment Advisors
Michigan
$338K -$486K -1,697 -59%
CFFP
689
Center for Financial Planning
Michigan
$338K
RE
690
RBC Europe
United Kingdom
$338K
IWM
691
IHT Wealth Management
Illinois
$337K +$337K +1,179 New
BCA
692
Bay Colony Advisors
Massachusetts
$336K
PA
693
Parallel Advisors
California
$335K +$21.5K +75 +7%
ABC
694
Associated Banc-Corp
Wisconsin
$335K +$335K +1,172 New
LSAG
695
Lake Street Advisors Group
New Hampshire
$334K +$1.27K +4 +0.4%
BU
696
BBVA USA
Alabama
$334K +$334K +1,167 New
1W
697
1776 Wealth
Georgia
$330K
CRCM
698
Corbett Road Capital Management
Virginia
$327K -$42.4K -148 -11%
PCA
699
Personal Capital Advisors
California
$326K -$11.2K -39 -3%
WSTAM
700
Wilbanks Smith & Thomas Asset Management
Virginia
$322K