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Rockwell Automation

983 hedge funds and large institutions have $26.4B invested in Rockwell Automation in 2021 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 344 increasing their positions, 313 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
983
Holders Change
+15
Holders Change %
+1.55%
% of All Funds
17.16%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.24%
New
99
Increased
344
Reduced
313
Closed
74
Calls
$119M
Puts
$85.6M
Net Calls
+$33.1M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Shares
Change %
IP
701
Innovative Portfolios
Indiana
$322K +$322K +1,125 New
FP
702
Foundry Partners
Minnesota
$321K
1WA
703
180 Wealth Advisors
Washington
$320K +$320K +1,004 New
PTC
704
Philadelphia Trust Company
Pennsylvania
$320K +$320K +1,118 New
UBV
705
United Bank (Virginia)
Virginia
$319K
JWCA
706
J.W. Cole Advisors
Florida
$317K -$18K -63 -5%
RIM
707
Rockbridge Investment Management
New York
$317K
RWA
708
Ropes Wealth Advisors
Massachusetts
$317K +$16.9K +59 +6%
CBN
709
Cadence Bank NA
Texas
$316K
EI
710
Ellevest Inc
New York
$316K +$2.29K +8 +0.7%
AA
711
Argent Advisors
Louisiana
$315K
FMLI
712
Fukoku Mutual Life Insurance
Japan
$315K
PWW
713
Pettyjohn Wood & White
Virginia
$313K
WT
714
Whittier Trust
California
$313K
QPWM
715
Quadrant Private Wealth Management
Pennsylvania
$309K -$2.86K -10 -0.9%
FF
716
FourThought Financial
Florida
$308K
CCA
717
Column Capital Advisors
Indiana
$308K
RCAG
718
Rehmann Capital Advisory Group
Michigan
$306K -$7.44K -26 -2%
CIAS
719
Capital Investment Advisory Services
North Carolina
$305K
GG
720
Gofen & Glossberg
Illinois
$304K
P
721
Pitcairn
Pennsylvania
$304K +$2K +7 +0.7%
CWM
722
Centric Wealth Management
Illinois
$304K +$25.7K +90 +9%
WCM
723
Weld Capital Management
New York
$304K +$304K +1,062 New
WF
724
WoodTrust Financial
Wisconsin
$303K +$303K +1,057 New
CCA
725
Checchi Capital Advisers
California
$299K -$10.9K -38 -4%