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Rockwell Automation

968 hedge funds and large institutions have $22.4B invested in Rockwell Automation in 2020 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 339 increasing their positions, 306 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
968
Holders Change
+58
Holders Change %
+6.37%
% of All Funds
17.18%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
139
Increased
339
Reduced
306
Closed
71
Calls
$93.1M
Puts
$48.8M
Net Calls
+$44.4M
Net Calls Change
+$4.29M
Name Holding Trade Value Shares
Change
Shares
Change %
BW
776
Bison Wealth
Georgia
$221K -$21.3K -85 -9%
GI
777
Gradient Investments
Minnesota
$217K
FFA
778
Fragasso Financial Advisors
Pennsylvania
$217K +$217K +866 New
WP
779
WealthPLAN Partners
Nebraska
$214K -$484 -2 -0.2%
KFI
780
Key Financial Inc
Pennsylvania
$213K +$213K +851 New
BG
781
Bahl & Gaynor
Ohio
$212K +$212K +845 New
SWM
782
SeaCrest Wealth Management
New York
$212K +$212K +845 New
CWG
783
Cornerstone Wealth Group
North Carolina
$211K +$211K +840 New
PA
784
Procyon Advisors
Connecticut
$209K +$209K +832 New
SWA
785
Stratos Wealth Advisors
Ohio
$208K +$208K +828 New
HDIM
786
Hanson & Doremus Investment Management
Vermont
$207K -$41.1K -164 -17%
CCC
787
Chelsea Counsel Company
California
$206K +$206K +820 New
CFA
788
CWS Financial Advisors
Michigan
$206K +$206K +820 New
PSUF
789
People's United Financial
Connecticut
$205K +$205K +817 New
FDCDDQ
790
Federation des caisses Desjardins du Quebec
Quebec, Canada
$204K +$171K +683 +525%
HFM
791
Harvest Fund Management
China
$202K -$108K -431 -35%
MWM
792
Merriman Wealth Management
Washington
$202K +$202K +802 New
BHBT
793
Burke & Herbert Bank & Trust
Virginia
$202K +$202K +808 New
OKSA
794
O'Keefe Stevens Advisory
New York
$201K +$201K +800 New
ARTA
795
A.R.T. Advisors
New York
$201K +$201K +800 New
CCC
796
Crescent Capital Consulting
Louisiana
$201K +$201K +800 New
WTFG
797
Wells Trecaso Financial Group
Ohio
$201K +$201K +800 New
BA
798
Bristlecone Advisors
Washington
$201K +$201K +803 New
NIMI
799
Natixis Investment Managers International
France
$198K +$198K +790 New
FCB
800
First Command Bank
Texas
$197K