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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 %
WTC
876
WhitTier Trust Company
Nevada
$33K
SIC
877
Salem Investment Counselors
North Carolina
$33K
AAP
878
Arax Advisory Partners
Colorado
$32K +$248 +1 +0.8%
BWA
879
BDO Wealth Advisors
Florida
$31K +$19.8K +80 +178%
FP
880
Financial Perspectives
Minnesota
$28.1K
IPW
881
IronBridge Private Wealth
Texas
$27K +$27K +107 New
KC
882
Knuff & Co
California
$25K
JWA
883
JFS Wealth Advisors
Pennsylvania
$25K
OC
884
Oakworth Capital
Alabama
$25K
CAGAS
885
Capital Advisory Group Advisory Services
Minnesota
$25K
POIA
886
Pin Oak Investment Advisors
Texas
$25K
LC
887
Lindbrook Capital
California
$24K -$2.78K -11 -10%
YAL
888
Your Advocates Ltd
Texas
$22K +$247 +1 +1%
CIA
889
CSat Investment Advisory
Michigan
$21K -$135K -529 -87%
AIL
890
AGF Investments LLC
Ontario, Canada
$21K -$3.25K -13 -13%
GWM
891
Geneos Wealth Management
Colorado
$21K +$9.58K +276 +84%
EDRH
892
Edmond de Rothschild Holding
Switzerland
$20K -$5K -20 -20%
TC
893
Trust Company
Kansas
$20K
TFO
894
Tarbox Family Office
California
$19K
GAM
895
Gemmer Asset Management
California
$19K
WLPWM
896
Walled Lake Planning & Wealth Management
Illinois
$19K
SWM
897
Sugarloaf Wealth Management
Georgia
$19K +$253 +1 +1%
RPWA
898
Regent Peak Wealth Advisors
Georgia
$19K +$19K +75 New
HCP
899
Hexagon Capital Partners
Arkansas
$18K
CCA
900
Column Capital Advisors
Indiana
$18K