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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 %
PMFA
801
Plante Moran Financial Advisors
Michigan
$3K
LFG
802
Larson Financial Group
Missouri
$3K +$3K +20 New
LWM
803
Liberty Wealth Management
California
$3K +$3K +25 New
WOC
804
West Oak Capital
California
$2.71K
AWM
805
AllSquare Wealth Management
New York
$2K
CA
806
Centerpoint Advisors
Massachusetts
$2K
OFW
807
Omnia Family Wealth
Florida
$2K
CFA
808
Clarfeld Financial Advisors
New York
$2K +$2K +16 New
GT
809
Glenmede Trust
Pennsylvania
$1.67K -$12 -82 -0.7%
FANJ
810
Financial Architects (New Jersey)
New Jersey
$1K
GTAM
811
Global Trust Asset Management
Florida
$1K
SWA
812
Sutton Wealth Advisors
Florida
$903 -$602 -4 -40%
WA
813
WBH Advisory
Maryland
$247 -$8 -50 -3%
UB
814
UMB Bank
Missouri
$227 +$227 +1,512 New
AC
815
Alleghany Corporation
New York
-$52.3M -279,000 Closed
Capital International Investors
816
Capital International Investors
California
-$38M -202,700 Closed
TI
817
TT International
United Kingdom
-$25.6M -182,500 Closed
Jacobs Levy Equity Management
818
Jacobs Levy Equity Management
New Jersey
-$25.3M -135,017 Closed
Point72 Asset Management
819
Point72 Asset Management
Connecticut
-$12.6M -67,200 Closed
MLL
820
Moody Lynn & Lieberson
Massachusetts
-$11.1M -58,989 Closed
AIM
821
Artemis Investment Management
United Kingdom
-$9.05M -48,266 Closed
BFIC
822
Bedell Frazier Investment Counselling
California
-$8.86M -47,250 Closed
CWM
823
Cornerstone Wealth Management
Missouri
-$252K -46,184 Closed
SLG
824
Stanley-Laman Group
Pennsylvania
-$6.46M -34,430 Closed
SCM
825
Sandler Capital Management
New York
-$5.99M -31,948 Closed