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Rockwell Automation

816 hedge funds and large institutions have $13.2B invested in Rockwell Automation in 2018 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 229 increasing their positions, 320 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
18.21%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
120
Increased
229
Reduced
320
Closed
114
Calls
$106M
Puts
$86M
Net Calls
+$20.3M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Shares
Change %
SLF
701
Sun Life Financial
Ontario, Canada
$51K +$299 +2 +0.6%
MFW
702
Mosaic Family Wealth
Missouri
$49K
PRC
703
Pearl River Capital
Michigan
$49K +$49K +326 New
KA
704
Kaizen Advisory
Illinois
$48K +$2.84K +19 +6%
TWA
705
TCI Wealth Advisors
Arizona
$47K -$2.7K -18 -5%
IA
706
IFP Advisors
Florida
$45K -$76.9K -516 -63%
CFA
707
Carroll Financial Associates
North Carolina
$45K -$63.9K -426 -59%
RA
708
Rational Advisors
New York
$45K -$21.2K -141 -32%
M
709
MOTCO
Texas
$45K
IFAM
710
Institutional & Family Asset Management
Colorado
$42K
CAPTRUST Financial Advisors
711
CAPTRUST Financial Advisors
North Carolina
$39K +$5.95K +40 +18%
LYV
712
Live Your Vision
Pennsylvania
$38K
LWA
713
Lowe Wealth Advisors
Maryland
$37K -$5.07K -34 -12%
FDCDDQ
714
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.1K
CAW
715
Cornerstone Advisors (Washington)
Washington
$33K +$4.13K +27 +14%
VNA
716
Valley National Advisers
Pennsylvania
$33K +$32.1K +210 +3,500%
VAIA
717
Virtus Alternative Investment Advisers
Connecticut
$32K
LC
718
Lindbrook Capital
California
$32K +$32K +217 New
TVWM
719
Tower View Wealth Management
Wisconsin
$30K -$1.15M -7,603 -97%
EDRH
720
Edmond de Rothschild Holding
Switzerland
$30K
ADL
721
Asset Dedication LLC
California
$30K
IBOK
722
Independence Bank of Kentucky
Kentucky
$30K
BFC
723
Bedel Financial Consulting
Indiana
$29K
EIM
724
Essex Investment Management
Massachusetts
$29K +$29K +192 New
KPW
725
Kore Private Wealth
New York
$29K +$29K +192 New