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Rockwell Automation

800 hedge funds and large institutions have $15.4B invested in Rockwell Automation in 2018 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 244 increasing their positions, 308 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
+8
Holders Change %
+1.01%
% of All Funds
18.34%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
81
Increased
244
Reduced
308
Closed
65
Calls
$159M
Puts
$91.6M
Net Calls
+$67.4M
Net Calls Change
+$89.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
701
Bruderman Asset Management
New York
$50K +$165 +1 +0.3%
KA
702
Kaizen Advisory
Illinois
$50K +$29.5K +178 +144%
TFS
703
TrustCore Financial Services
Tennessee
$50K +$50K +302 New
MFBTD
704
MB Financial Bank - Trust Department
Illinois
$48K +$20K +121 +72%
LWA
705
Lowe Wealth Advisors
Maryland
$47K
IFAM
706
Institutional & Family Asset Management
Colorado
$46K +$46K +279 New
FDCDDQ
707
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.9K -$111K -669 -71%
RWA
708
Ropes Wealth Advisors
Massachusetts
$42K
LC
709
Landaas & Company
Wisconsin
$42K +$42K +250 New
LYV
710
Live Your Vision
Pennsylvania
$41K
TG
711
TLP Group
Illinois
$38K -$370K -2,208 -91%
CLOS
712
Compagnie Lombard Odier SCmA
Switzerland
$37K +$37K +222 New
HR
713
Howe & Rusling
New York
$36K
PAI
714
Pittenger & Anderson Inc
Nebraska
$34K
EDRH
715
Edmond de Rothschild Holding
Switzerland
$33K
ADL
716
Asset Dedication LLC
California
$33K
IBOK
717
Independence Bank of Kentucky
Kentucky
$33K
PS
718
Portfolio Strategies
New York
$33K
BAMCO Inc
719
BAMCO Inc
New York
$32K
BFC
720
Bedel Financial Consulting
Indiana
$32K +$32K +190 New
CAW
721
Cornerstone Advisors (Washington)
Washington
$31K
LWA
722
Lenox Wealth Advisors
New York
$30K -$495 -3 -2%
RWP
723
RWA Wealth Partners
Massachusetts
$29K
HL
724
Harding Loevner
New Jersey
$28K
AIM
725
Advantage Investment Management
Iowa
$26K -$14.4K -85 -36%