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Rockwell Automation

792 hedge funds and large institutions have $16.4B invested in Rockwell Automation in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 261 increasing their positions, 285 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
-9
Holders Change %
-1.12%
% of All Funds
18.18%
Holding in Top 10
8
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-50%
% of All Funds
0.18%
New
82
Increased
261
Reduced
285
Closed
84
Calls
$76.1M
Puts
$97.8M
Net Calls
-$21.7M
Net Calls Change
+$62.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
701
Bruderman Asset Management
New York
$53K +$53K +302 New
M
702
MOTCO
Texas
$52K -$12.2K -70 -19%
GLI
703
Guardian Life Insurance
New York
$51K -$20.7K -120 -29%
LWA
704
Lowe Wealth Advisors
Maryland
$49K
TWA
705
TCI Wealth Advisors
Arizona
$47K
AIS
706
AlphaOne Investment Services
Pennsylvania
$46K +$46K +266 New
RWA
707
Ropes Wealth Advisors
Massachusetts
$44K
LYV
708
Live Your Vision
Pennsylvania
$43K -$6.79K -39 -14%
MYIA
709
Mount Yale Investment Advisors
Colorado
$43K +$43K +249 New
AIM
710
Advantage Investment Management
Iowa
$42K
HR
711
Howe & Rusling
New York
$37K -$1.38K -8 -4%
PAI
712
Pittenger & Anderson Inc
Nebraska
$36K -$11.6K -66 -24%
SPIA
713
Steward Partners Investment Advisory
New York
$36K
EDRH
714
Edmond de Rothschild Holding
Switzerland
$35K
IBOK
715
Independence Bank of Kentucky
Kentucky
$35K
PS
716
Portfolio Strategies
New York
$35K
ADL
717
Asset Dedication LLC
California
$35K +$35K +200 New
BAMCO Inc
718
BAMCO Inc
New York
$34K +$34K +194 New
SWM
719
SeaCrest Wealth Management
New York
$33K -$351 -2 -1%
CAW
720
Cornerstone Advisors (Washington)
Washington
$33K
AF
721
Advisornet Financial
Minnesota
$32K
LWA
722
Lenox Wealth Advisors
New York
$32K +$27K +156 +538%
RWP
723
RWA Wealth Partners
Massachusetts
$30K -$277K -1,613 -90%
VCM
724
Virtue Capital Management
Tennessee
$30K
HL
725
Harding Loevner
New Jersey
$30K