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Rockwell Automation

910 hedge funds and large institutions have $19.8B invested in Rockwell Automation in 2020 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 327 increasing their positions, 309 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+7
Holders Change %
+0.78%
% of All Funds
18.41%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
80
Increased
327
Reduced
309
Closed
65
Calls
$99.6M
Puts
$59.6M
Net Calls
+$40.1M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
776
Belpointe Asset Management
Nevada
$103K -$880 -4 -0.8%
WC
777
Wexford Capital
Florida
$101K +$101K +457 New
EWM
778
Edge Wealth Management
New York
$99K
QCG
779
Quadrant Capital Group
Ohio
$95K +$26.3K +119 +38%
OSAM
780
O'Shaughnessy Asset Management
Connecticut
$91K +$18.9K +86 +26%
MAM
781
Meeder Asset Management
Ohio
$89K -$1.06M -4,831 -92%
APA
782
American Portfolios Advisors
New York
$81.9K +$17K +77 +26%
TFM
783
TFC Financial Management
Massachusetts
$72K +$72K +326 New
1IA
784
1834 Investment Advisors
Wisconsin
$71K -$69.9K -315 -50%
GWM
785
Geneos Wealth Management
Colorado
$71K +$216 +1 +0.3%
EFSCE
786
Enterprise Financial Services Corp (EFSC)
Missouri
$66K
HMS
787
Hanseatic Management Services
New Mexico
$66K +$66K +298 New
HL
788
Harding Loevner
New Jersey
$65K
TWA
789
TCI Wealth Advisors
Arizona
$64K
VCM
790
Versant Capital Management
Arizona
$60K
VNA
791
Valley National Advisers
Pennsylvania
$58K
LWA
792
Lowe Wealth Advisors
Maryland
$55K
VFA
793
Valeo Financial Advisors
Indiana
$53K -$6.68K -30 -11%
CFGS
794
Concourse Financial Group Securities
Alabama
$52K +$1.33K +6 +3%
BCA
795
Berman Capital Advisors
Georgia
$50K -$873 -4 -2%
IWP
796
IAG Wealth Partners
Wisconsin
$50K
ZB
797
Zions Bancorporation
Utah
$49K +$19.6K +89 +66%
M
798
MOTCO
Texas
$48K -$5.97K -27 -11%
FMP
799
Financial Management Professionals
Texas
$47K +$42.4K +192 +914%
PMFA
800
Plante Moran Financial Advisors
Michigan
$47K +$43.7K +197 +1,313%