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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 %
EWM
826
Edge Wealth Management
New York
$112K
DAC
827
Dividend Assets Capital
South Carolina
$109K +$109K +435 New
CI
828
CX Institutional
Indiana
$105K -$247K -981 -70%
CCA
829
Childress Capital Advisors
Texas
$105K +$105K +420 New
T
830
TOBAM
France
$104K +$51.6K +205 +99%
PMFA
831
Plante Moran Financial Advisors
Michigan
$97K +$43.9K +175 +83%
TFM
832
TFC Financial Management
Massachusetts
$91K +$9.05K +36 +11%
FCA
833
FinTrust Capital Advisors
South Carolina
$91K +$25K +100 +38%
KFA
834
Krane Funds Advisors
New York
$90K -$334K -1,337 -79%
QCG
835
Quadrant Capital Group
Ohio
$90K -$18.1K -72 -17%
WWM
836
Wolff Wiese Magana
California
$85K +$85K +340 New
1IA
837
1834 Investment Advisors
Wisconsin
$80K
PWM
838
Perigon Wealth Management
California
$80K +$80K +318 New
EFSCE
839
Enterprise Financial Services Corp (EFSC)
Missouri
$77K +$1.01K +4 +1%
SIAP
840
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$75K +$25K +100 +50%
HL
841
Harding Loevner
New Jersey
$73K
TWA
842
TCI Wealth Advisors
Arizona
$73K
NIM
843
NuWave Investment Management
New Jersey
$68K -$105K -420 -61%
VNA
844
Valley National Advisers
Pennsylvania
$66K
VCM
845
Versant Capital Management
Arizona
$65K -$2.74K -11 -4%
LWA
846
Lowe Wealth Advisors
Maryland
$62K
VFA
847
Valeo Financial Advisors
Indiana
$60K
BCA
848
Berman Capital Advisors
Georgia
$58K +$750 +3 +1%
HMS
849
Hanseatic Management Services
New Mexico
$57K -$17.2K -69 -23%
IWP
850
IAG Wealth Partners
Wisconsin
$57K