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T. Rowe Price

766 hedge funds and large institutions have $16.1B invested in T. Rowe Price in 2017 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 237 increasing their positions, 304 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1224 (+12)

40% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 58

21% more capital invested

Capital invested by funds: $13.3B → $16.1B (+$2.78B)

2% more funds holding

Funds holding: 753766 (+13)

0.46% less ownership

Funds ownership: 74.32%73.86% (-0.46%)

22% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 304

28% less call options, than puts

Call options by funds: $56.4M | Put options by funds: $77.8M

Holders
766
Holders Change
+13
Holders Change %
+1.73%
% of All Funds
19.1%
Holding in Top 10
24
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+100%
% of All Funds
0.6%
New
81
Increased
237
Reduced
304
Closed
58
Calls
$56.4M
Puts
$77.8M
Net Calls
-$21.4M
Net Calls Change
-$57.1M
Name Holding Trade Value Shares
Change
Change in
Stake
REMPR
451
Roof Eidam Maycock Peralta (REMP)
California
$845K -$1.01M -12,245 -57%
CI
452
Cigna Investments
Connecticut
$836K -$9.02K -109 -1%
MC
453
Middleton & Co
Massachusetts
$831K +$1.24K +15 +0.2%
HB
454
Homrich & Berg
Georgia
$831K +$35.6K +431 +5%
NIC
455
Northwest Investment Counselors
Oregon
$825K +$5.13K +62 +0.7%
VF
456
Virtu Financial
New York
$811K +$740K +8,941 New
O
457
OppenheimerFunds
New York
$810K -$34.6K -418 -4%
AAM
458
Autus Asset Management
Arizona
$798K
WIC
459
Whitegate Investment Counselors
New Hampshire
$795K
TCM
460
Tufton Capital Management
Maryland
$793K -$8.27K -100 -1%
PFS
461
Physicians Financial Services
North Carolina
$786K
SPIA
462
Steward Partners Investment Advisory
New York
$774K +$108K +1,302 +18%
Neuberger Berman Group
463
Neuberger Berman Group
New York
$769K +$46.4K +561 +7%
VFA
464
Voya Financial Advisors
Connecticut
$763K -$96.3K -1,164 -12%
AF
465
Arrow Financial
New York
$758K -$10.3K -124 -1%
IG
466
ING Group
Netherlands
$755K +$386K +4,664 +127%
EP
467
Elkfork Partners
Oregon
$752K -$95.6K -1,156 -12%
Federated Hermes
468
Federated Hermes
Pennsylvania
$751K -$313K -3,788 -31%
CS
469
Comerica Securities
Michigan
$743K -$37.1K -448 -5%
HCC
470
Hirtle Callaghan & Co
Pennsylvania
$734K +$670K +8,100 New
PAG
471
Private Advisor Group
New Jersey
$730K -$53.8K -650 -8%
MWP
472
Moller Wealth Partners
$725K
GIA
473
Guyasuta Investment Advisors
Pennsylvania
$721K
BIC
474
Bridges Investment Counsel
Nebraska
$717K -$1.01M -12,200 -61%
CIC
475
Crawford Investment Counsel
Georgia
$706K -$52.2K -631 -7%

TROW Hedge Fund Activity: Q3 2017 in Review

766 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q3 2017, worth a combined $16.1B — up 21% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new TROW positions and 58 closed out — a net gain of 23 holders — while 237 added to existing stakes and 304 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $79.7M. The largest seller was Capital World Investors, cutting an estimated $127M.

  • 766 institutional investors held T. Rowe Price (TROW) as of Q3 2017, up from 753 in Q2 2017.
  • Funds reported $16.1B of T. Rowe Price stock for Q3 2017, up 21% quarter-over-quarter.
  • 81 funds opened new T. Rowe Price positions in Q3 2017 and 58 closed out, a net change of +23 holders.
  • The largest T. Rowe Price buyer in Q3 2017 was PNC Financial Services Group, an estimated $79.7M added.
  • The largest T. Rowe Price seller in Q3 2017 was Capital World Investors, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2017.