We are live on ! Find out more
TROW icon

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
KIA
476
Kopp Investment Advisors
Minnesota
$706K -$30.2K -365 -4%
GLA
477
Great Lakes Advisors
Illinois
$698K -$281K -3,401 -31%
JWM
478
Jacobus Wealth Management
Wisconsin
$680K
FT
479
Fiduciary Trust
Massachusetts
$663K -$194K -2,350 -24%
ZB
480
Zions Bancorporation
Utah
$662K -$441K -5,330 -42%
PTC
481
Private Trust Company
Ohio
$660K -$1.99K -24 -0.3%
Daiwa Securities Group
482
Daiwa Securities Group
Japan
$658K +$8.93K +108 +2%
HFS
483
HL Financial Services
Kentucky
$646K +$28.4K +343 +5%
RI
484
Ridgewood Investments
New Jersey
$645K -$10.1K -122 -2%
B
485
BancorpSouth
Mississippi
$643K -$42.9K -519 -7%
BOH
486
Bank of Hawaii
Hawaii
$641K +$330K +3,991 +129%
FNB
487
Farmers National Bank
Kentucky
$639K +$214K +2,585 +58%
EOJOAM
488
E. Ohman J:or Asset Management
Sweden
$635K
II
489
IFM Investors
Australia
$627K +$9.43K +114 +2%
GHCM
490
Glen Harbor Capital Management
California
$619K -$78.7K -952 -12%
WCM
491
Windsor Capital Management
Arizona
$619K
SB
492
Suntrust Banks
Georgia
$617K -$174K -2,108 -24%
LNWWM
493
Laird Norton Wetherby Wealth Management
California
$617K +$6.37K +77 +1%
PGFC
494
Peapack-Gladstone Financial Corp
New Jersey
$613K +$2.07K +25 +0.4%
BAM
495
Belpointe Asset Management
Nevada
$612K +$559K +6,754 New
BTIS
496
BB&T Investment Services
North Carolina
$611K +$3.89K +47 +0.7%
RFC
497
Regions Financial Corp
Alabama
$608K -$7.86K -95 -1%
SA
498
Strategic Advisors
New York
$607K
WOC
499
West Oak Capital
California
$590K -$8.27K -100 -2%
CNAM
500
Campbell Newman Asset Management
Wisconsin
$589K

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.