ROK icon

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 %
WWM
726
WJ Wealth Management
Arizona
$297K
PCM
727
Parsons Capital Management
Rhode Island
$297K
HSA
728
HBK Sorce Advisory
Pennsylvania
$295K +$51.8K +181 +21%
MCM
729
Maple Capital Management
Vermont
$294K
MW
730
Marcum Wealth
Ohio
$292K +$2.57K +9 +0.9%
MF
731
Montis Financial
Massachusetts
$291K -$572 -2 -0.2%
CAI
732
Capital Advisors Inc
Oklahoma
$289K
WW
733
Westshore Wealth
California
$289K
CAC
734
Certified Advisory Corp
Florida
$288K +$288K +1,008 New
CIS
735
Capital International Sarl
California
$287K +$287K +1,002 New
ECM
736
Estabrook Capital Management
New York
$286K
FMTC
737
Farmers & Merchants Trust Company
California
$286K -$28.6K -100 -9%
VWM
738
Valley Wealth Managers
New Jersey
$286K -$7.15K -25 -2%
FGAM
739
Financial Gravity Asset Management
Texas
$286K -$17.9K -2 -6%
SCI
740
S&CO Inc
Massachusetts
$286K
IIM
741
Ipswich Investment Management
Massachusetts
$286K
WSC
742
Wellington Shields & Co
New York
$286K
FFS
743
Founders Financial Securities
Maryland
$286K
CSA
744
Cottage Street Advisors
Massachusetts
$286K
SB
745
Simmons Bank
Arkansas
$286K +$286K +999 New
MAM
746
Magellan Asset Management
Australia
$285K +$80.5K +282 +39%
BP
747
Ballentine Partners
Massachusetts
$284K
SW
748
SVB Wealth
Massachusetts
$283K +$1.72K +6 +0.6%
JPG
749
Jordan Park Group
California
$282K +$282K +987 New
FNBT
750
FineMark National Bank & Trust
Florida
$281K -$12.9K -45 -4%