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Rockwell Automation

816 hedge funds and large institutions have $13.2B invested in Rockwell Automation in 2018 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 229 increasing their positions, 320 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
18.21%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
120
Increased
229
Reduced
320
Closed
114
Calls
$106M
Puts
$86M
Net Calls
+$20.3M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
776
Avior Wealth Management
Nebraska
$7K
PB
777
Pinnacle Bancorp
Nebraska
$7K +$7K +45 New
First Manhattan
778
First Manhattan
New York
$6K
FHA
779
First Horizon Advisors
Tennessee
$6K +$6K +45 New
MCM
780
MV Capital Management
Maryland
$5K -$1.61K -10 -24%
CAL
781
Capital Advisors Ltd
Ohio
$5K
HFM
782
Hartford Financial Management
Connecticut
$5K
LWS
783
Lucia Wealth Services
California
$5K
ME
784
McIlrath & Eck
Washington
$5K +$2.1K +13 +72%
SPL
785
Smart Portfolios LLC
Washington
$5K +$5K +30 New
PWMG
786
Prestige Wealth Management Group
New Jersey
$5K +$5K +35 New
CAM
787
Cresset Asset Management
Illinois
$5K +$5K +35 New
ARMC
788
American Research & Management Company
Massachusetts
$4K
BCI
789
Brinker Capital Investments
Pennsylvania
$4K
LWM
790
Lenox Wealth Management
Ohio
$4K
TI
791
Truehand Inc
New Hampshire
$4K +$4K +25 New
EWM
792
Executive Wealth Management
Michigan
$4K +$4K +25 New
APC
793
Aspire Private Capital
North Carolina
$4K +$4K +25 New
WANY
794
Wealthspire Advisors (New York)
New York
$4K +$4K +29 New
WAS
795
WESPAC Advisors SoCal
California
$4K +$4K +33 New
FWM
796
Focused Wealth Management
New York
$3K -$646K -4,090 -100%
CBT
797
Central Bank & Trust
Kentucky
$3K -$3K -20 -50%
TFO
798
Tarbox Family Office
California
$3K -$1.33K -8 -31%
KTC
799
Kistler-Tiffany Companies
Pennsylvania
$3K
CWA
800
Clarus Wealth Advisors
Arizona
$3K