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Rockwell Automation

968 hedge funds and large institutions have $23.6B invested in Rockwell Automation in 2021 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 351 increasing their positions, 336 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
968
Holders Change
Holders Change %
0%
% of All Funds
17.05%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
91
Increased
351
Reduced
336
Closed
84
Calls
$118M
Puts
$71.6M
Net Calls
+$46.6M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Shares
Change %
RCAG
701
Rehmann Capital Advisory Group
Michigan
$291K -$5.84K -22 -2%
PWW
702
Pettyjohn Wood & White
Virginia
$291K
PA
703
Parallel Advisors
California
$291K +$7.17K +27 +3%
EI
704
Ellevest Inc
New York
$291K +$29.2K +110 +11%
WT
705
Whittier Trust
California
$290K -$18.6K -70 -6%
OSAM
706
O'Shaughnessy Asset Management
Connecticut
$290K +$30.5K +115 +12%
QPWM
707
Quadrant Private Wealth Management
Pennsylvania
$289K +$45.6K +172 +19%
CCA
708
Checchi Capital Advisers
California
$288K +$2.12K +8 +0.7%
FF
709
FourThought Financial
Florida
$286K -$5.31K -20 -2%
CCA
710
Column Capital Advisors
Indiana
$286K +$267K +1,005 +1,396%
CIAS
711
Capital Investment Advisory Services
North Carolina
$283K +$10.1K +38 +4%
GG
712
Gofen & Glossberg
Illinois
$282K
RWA
713
Ropes Wealth Advisors
Massachusetts
$282K +$104K +387 +58%
P
714
Pitcairn
Pennsylvania
$280K +$4.24K +16 +2%
LSAG
715
Lake Street Advisors Group
New Hampshire
$278K +$1.33K +5 +0.5%
PCM
716
Parsons Capital Management
Rhode Island
$276K
WWM
717
WJ Wealth Management
Arizona
$276K
FNBT
718
FineMark National Bank & Trust
Florida
$273K -$21.3K -80 -7%
VWM
719
Valley Wealth Managers
New Jersey
$272K
KFS
720
Kelly Financial Services
Massachusetts
$271K
QT
721
Quantamental Technologies
New York
$269K -$148K -559 -36%
CAI
722
Capital Advisors Inc
Oklahoma
$269K
MF
723
Montis Financial
Massachusetts
$269K +$8.44K +32 +3%
MW
724
Marcum Wealth
Ohio
$269K +$269K +1,012 New
WW
725
Westshore Wealth
California
$268K +$268K +1,010 New