ROK icon

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 %
FCB
801
First Command Bank
Texas
$197K
MAM
802
Meeder Asset Management
Ohio
$194K +$92.6K +369 +91%
JCM
803
Jacobi Capital Management
Pennsylvania
$193K
CTC
804
Central Trust Company
Missouri
$190K +$25.1K +100 +15%
HBT
805
Hills Bank & Trust
Iowa
$180K
PFA
806
Professional Financial Advisors
Nebraska
$176K
SBSB
807
Sullivan, Bruyette, Speros & Blaney
Virginia
$173K -$32.5K -130 -16%
IAIM
808
International Assets Investment Management
Florida
$169K +$169K +673 New
RWA
809
Ropes Wealth Advisors
Massachusetts
$167K +$3.52K +14 +2%
AWM
810
Atticus Wealth Management
Florida
$166K +$166K +660 New
CAAS
811
Capital Asset Advisory Services
Michigan
$164K +$164K +655 New
CFA
812
Carroll Financial Associates
North Carolina
$162K
NFG
813
Next Financial Group
Texas
$156K -$3.01K -12 -2%
MIM
814
Merrion Investment Management
New Jersey
$154K +$154K +616 New
TWM
815
Tradition Wealth Management
Minnesota
$145K +$145K +580 New
KCM
816
Kathmere Capital Management
Pennsylvania
$138K
MFA
817
McClarren Financial Advisors
Pennsylvania
$132K +$132K +526 New
AWM
818
Accel Wealth Management
Iowa
$128K +$128K +511 New
APA
819
American Portfolios Advisors
New York
$120K +$27.1K +108 +29%
AA
820
AlphaMark Advisors
Kentucky
$120K -$38.3K -153 -24%
PWPS
821
Pinnacle Wealth Planning Services
Ohio
$120K +$120K +477 New
BAM
822
Belpointe Asset Management
Nevada
$118K +$252 +1 +0.2%
HFA
823
Hoover Financial Advisors
Pennsylvania
$118K +$118K +448 New
CF
824
Centaurus Financial
California
$114K +$114K +455 New
CMBA
825
C.M. Bidwell & Associates
Hawaii
$112K -$7.28K -29 -6%