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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 %
TCOV
751
Trust Company of Vermont
Vermont
$242K
BAM
752
Bruderman Asset Management
New York
$240K +$240K +904 New
PAS
753
Professional Advisory Services
Florida
$238K
SWM
754
SeaCrest Wealth Management
New York
$238K +$13.8K +52 +6%
SDWMA
755
Schneider Downs Wealth Management Advisors
Pennsylvania
$238K +$238K +896 New
SIM
756
Sadoff Investment Management
Wisconsin
$236K +$236K +888 New
HI
757
Hudock Inc
Pennsylvania
$235K +$265 +1 +0.1%
IIC
758
Ironwood Investment Counsel
Arizona
$234K -$265 -1 -0.1%
EWM
759
Evermay Wealth Management
Virginia
$232K -$15.9K -60 -6%
WP
760
WealthPLAN Partners
Nebraska
$232K
PFG
761
Pacific Financial Group
Washington
$232K +$232K +875 New
PSUF
762
People's United Financial
Connecticut
$231K +$14.6K +55 +7%
AC
763
Athanor Capital
New York
$230K -$651K -2,451 -74%
FMT
764
First Mercantile Trust
Tennessee
$227K -$235K -884 -51%
KFI
765
Key Financial Inc
Pennsylvania
$226K
CWG
766
Cornerstone Wealth Group
North Carolina
$226K +$1.34K +5 +0.6%
FCA
767
FinTrust Capital Advisors
South Carolina
$226K +$130K +489 +134%
HSA
768
HBK Sorce Advisory
Pennsylvania
$226K +$226K +850 New
BG
769
Bahl & Gaynor
Ohio
$224K
MAM
770
Meeder Asset Management
Ohio
$223K +$18.3K +69 +9%
HDIM
771
Hanson & Doremus Investment Management
Vermont
$219K
CFA
772
CWS Financial Advisors
Michigan
$218K
TI
773
Tidal Investments
Wisconsin
$218K +$218K +820 New
FG
774
Foster Group
Iowa
$218K +$218K +822 New
HL
775
HeadInvest LLC
Maine
$218K +$218K +825 New