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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 %
FFA
776
Fragasso Financial Advisors
Pennsylvania
$217K -$13.3K -50 -6%
CWM
777
Connecticut Wealth Management
Connecticut
$216K +$216K +814 New
SWA
778
Stratos Wealth Advisors
Ohio
$215K -$5.05K -19 -2%
Two Sigma Investments
779
Two Sigma Investments
New York
$213K -$9.46M -35,577 -98%
MWM
780
Merriman Wealth Management
Washington
$213K
VI
781
Versor Investments
New York
$213K +$213K +804 New
LOAME
782
Lombard Odier Asset Management (Europe)
United Kingdom
$212K -$5.46M -20,607 -96%
CCC
783
Crescent Capital Consulting
Louisiana
$212K
WTFG
784
Wells Trecaso Financial Group
Ohio
$212K
BAIA
785
Bel Air Investment Advisors
California
$211K +$211K +796 New
CAAS
786
Capital Asset Advisory Services
Michigan
$210K +$35.7K +134 +20%
OKSA
787
O'Keefe Stevens Advisory
New York
$209K
TCM
788
Teza Capital Management
Illinois
$208K +$208K +783 New
NB
789
NBT Bank
New York
$207K +$207K +780 New
SMG
790
Smart Money Group
Texas
$207K +$207K +782 New
PCMC
791
Paragon Capital Management (Colorado)
Colorado
$204K -$67.8K -256 -25%
JCM
792
Jacobi Capital Management
Pennsylvania
$204K
KWM
793
Kingsview Wealth Management
Oregon
$201K -$30.3K -115 -13%
NIMI
794
Natixis Investment Managers International
France
$201K -$8.21K -31 -4%
CTC
795
Central Trust Company
Missouri
$201K
SCM
796
Shelton Capital Management
Colorado
$201K +$201K +758 New
TMAM
797
Tokio Marine Asset Management
Japan
$200K +$200K +754 New
WAP
798
Wealthcare Advisory Partners
Pennsylvania
$198K +$198K +747 New
FCFS
799
First Command Financial Services
Texas
$192K -$15.9K -60 -8%
FCB
800
First Command Bank
Texas
$192K -$15.9K -60 -8%