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
PAM
501
Premier Asset Management
Illinois
$589K
WC
502
Woodstock Corp
Massachusetts
$587K -$4.14K -50 -0.8%
ACP
503
Ashfield Capital Partners
California
$580K
KRSITF
504
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$578K -$18.9K -228 -3%
SAM
505
Sawgrass Asset Management
Florida
$578K -$10.3K -125 -2%
LCM
506
Liberty Capital Management
Michigan
$578K
IRF
507
IBM Retirement Fund
New York
$573K
CA
508
Cetera Advisors
Colorado
$572K -$944K -11,410 -64%
Creative Planning
509
Creative Planning
Kansas
$565K +$210K +2,533 +68%
JFGIW
510
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$561K -$35.2K -425 -6%
Pacer Advisors
511
Pacer Advisors
Pennsylvania
$561K +$77.3K +935 +18%
SO
512
STRS Ohio
Ohio
$560K +$248K +3,003 +94%
CC
513
ClearArc Capital
Ohio
$558K +$19.2K +232 +4%
SIM
514
Sentry Investment Management
Wisconsin
$557K
NRS
515
Neville Rodie & Shaw
New York
$551K
DVM
516
Dreman Value Management
Florida
$550K
CI
517
Conning Inc
Connecticut
$540K -$827 -10 -0.2%
PCA
518
Private Capital Advisors
Connecticut
$538K
PA
519
Profund Advisors
Maryland
$537K +$8.52K +103 +2%
PP
520
Prudential plc
United Kingdom
$534K
GXMC
521
Global X Management Company
New York
$534K +$60.6K +733 +14%
VAM
522
Verity Asset Management
North Carolina
$529K +$479K +5,790 New
BFS
523
Bradley Foster & Sargent
Connecticut
$526K +$172K +2,075 +56%
CCM
524
CrestPoint Capital Management
Missouri
$517K
RIL
525
Rothschild Investment LLC
Illinois
$516K +$3.31K +40 +0.7%

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.