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Rockwell Automation

815 hedge funds and large institutions have $17.2B invested in Rockwell Automation in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 264 increasing their positions, 276 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+15
Holders Change %
+1.88%
% of All Funds
18.66%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.27%
New
82
Increased
264
Reduced
276
Closed
60
Calls
$326M
Puts
$113M
Net Calls
+$213M
Net Calls Change
+$146M
Name Holding Trade Value Shares
Change
Shares
Change %
MYIA
701
Mount Yale Investment Advisors
Colorado
$73K -$18.7K -104 -20%
GWM
702
Geneos Wealth Management
Colorado
$71K -$2.6K -14 -4%
PCP
703
Proficio Capital Partners
Massachusetts
$69K -$13.3K -71 -16%
PCA
704
Providence Capital Advisors
North Carolina
$68K
VRM
705
Vectors Research Management
New York
$67K +$67K +400 New
GLI
706
Guardian Life Insurance
New York
$66K
TNBTD
707
Trustmark National Bank Trust Department
Mississippi
$65K +$65K +346 New
SLF
708
Sun Life Financial
Ontario, Canada
$64K -$378 -2 -0.6%
NFG
709
Next Financial Group
Texas
$64K +$64K +340 New
SWM
710
SeaCrest Wealth Management
New York
$63K
TWA
711
TCI Wealth Advisors
Arizona
$62K +$1.12K +6 +2%
RWA
712
River Wealth Advisors
Pennsylvania
$60K
KA
713
Kaizen Advisory
Illinois
$57K
TFS
714
TrustCore Financial Services
Tennessee
$57K +$188 +1 +0.3%
M
715
MOTCO
Texas
$56K
MFW
716
Mosaic Family Wealth
Missouri
$54K -$23.5K -142 -30%
LWA
717
Lowe Wealth Advisors
Maryland
$53K
IFAM
718
Institutional & Family Asset Management
Colorado
$52K
AA
719
Ancora Advisors
Ohio
$50K +$50K +265 New
PCM
720
Prelude Capital Management
New York
$47K +$47K +250 New
LYV
721
Live Your Vision
Pennsylvania
$46K
FDCDDQ
722
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45K -$5.63K -30 -11%
BBHC
723
Brown Brothers Harriman & Co
New York
$45K +$45K +240 New
CAPTRUST Financial Advisors
724
CAPTRUST Financial Advisors
North Carolina
$42K -$56.8K -300 -57%
CLOS
725
Compagnie Lombard Odier SCmA
Switzerland
$42K