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Rockwell Automation

910 hedge funds and large institutions have $19.8B invested in Rockwell Automation in 2020 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 327 increasing their positions, 309 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+7
Holders Change %
+0.78%
% of All Funds
18.41%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
80
Increased
327
Reduced
309
Closed
65
Calls
$99.6M
Puts
$59.6M
Net Calls
+$40.1M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
701
Cerity Partners
New York
$233K -$3.53K -16 -1%
VF
702
Virtu Financial
New York
$232K +$232K +1,053 New
MCM
703
MAI Capital Management
Ohio
$231K +$7.94K +36 +4%
SW
704
SVB Wealth
Massachusetts
$231K +$14.2K +64 +7%
SIAS
705
Shine Investment Advisory Services
Colorado
$231K +$43.4K +197 +23%
WWM
706
WJ Wealth Management
Arizona
$230K -$230K -1,040 -50%
P
707
Pitcairn
Pennsylvania
$230K -$221 -1 -0.1%
MCM
708
Maple Capital Management
Vermont
$229K
DAS
709
Dynamic Advisor Solutions
Arizona
$229K +$1.77K +8 +0.8%
PCM
710
Parsons Capital Management
Rhode Island
$229K +$8.6K +39 +4%
BP
711
Ballentine Partners
Massachusetts
$227K -$105K -474 -32%
VWM
712
Valley Wealth Managers
New Jersey
$226K
PCMC
713
Paragon Capital Management (Colorado)
Colorado
$226K +$226K +1,025 New
KFS
714
Kelly Financial Services
Massachusetts
$225K
MWA
715
Meridian Wealth Advisors
Texas
$224K -$82.3K -372 -27%
VAS
716
Vestmark Advisory Solutions
Massachusetts
$224K -$61.9K -281 -22%
PWMAG
717
Pinnacle Wealth Management Advisory Group
New Jersey
$224K -$3.31K -15 -1%
CW
718
CreativeOne Wealth
Kansas
$224K
LOAME
719
Lombard Odier Asset Management (Europe)
United Kingdom
$224K +$224K +1,013 New
HC
720
HNP Capital
New York
$223K +$223K +896 New
CSA
721
Cottage Street Advisors
Massachusetts
$221K
NB
722
Nicolet Bankshares
Wisconsin
$221K
FFS
723
Founders Financial Securities
Maryland
$221K
SCI
724
S&CO Inc
Massachusetts
$221K
IIM
725
Ipswich Investment Management
Massachusetts
$221K