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T. Rowe Price

1,075 hedge funds and large institutions have $32.4B invested in T. Rowe Price in 2021 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 393 increasing their positions, 379 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 67

46% more funds holding in top 10

Funds holding in top 10: 2638 (+12)

18% more capital invested

Capital invested by funds: $27.5B → $32.4B (+$4.97B)

12% more call options, than puts

Call options by funds: $112M | Put options by funds: $100M

4% more funds holding

Funds holding: 1,0371,075 (+38)

1.93% more ownership

Funds ownership: 70.31%72.24% (+1.9%)

4% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 379

Holders
1,075
Holders Change
+38
Holders Change %
+3.66%
% of All Funds
18.71%
Holding in Top 10
38
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+46.15%
% of All Funds
0.66%
New
117
Increased
393
Reduced
379
Closed
67
Calls
$112M
Puts
$100M
Net Calls
+$11.6M
Net Calls Change
+$3.05M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
576
Wedbush Securities
California
$999K -$21.1K -113 -2%
CG
577
Colony Group
Massachusetts
$998K -$47.7K -255 -5%
WT
578
Whittier Trust
California
$995K
DWT
579
Dorsey & Whitney Trust
South Dakota
$987K -$1.5K -8 -0.2%
BFS
580
Bradley Foster & Sargent
Connecticut
$982K -$117K -625 -11%
WC
581
Woodstock Corp
Massachusetts
$980K
CIM
582
Contravisory Investment Management
Massachusetts
$968K +$50.5K +270 +6%
MAP
583
Moody Aldrich Partners
Massachusetts
$966K +$913K +4,882 New
WA
584
WBH Advisory
Maryland
$963K
BIM
585
Bridges Investment Management
Nebraska
$960K
LPT
586
Legacy Private Trust
Wisconsin
$955K +$82.2K +440 +10%
CLOS
587
Compagnie Lombard Odier SCmA
Switzerland
$950K +$897K +4,800 New
VVP
588
Venture Visionary Partners
Ohio
$932K +$881K +4,711 New
LSV Asset Management
589
LSV Asset Management
Illinois
$930K -$243K -1,300 -22%
BEI
590
Benjamin Edwards Inc
Missouri
$918K +$867K +4,639 New
MPPLM
591
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$912K -$510K -2,727 -37%
HT
592
Heritage Trust
Oklahoma
$907K -$54.4K -291 -6%
AWM
593
Apollon Wealth Management
South Carolina
$871K -$375K -2,007 -31%
AF
594
Arrow Financial
New York
$870K -$19.6K -105 -2%
SSWM
595
Sheets Smith Wealth Management
North Carolina
$867K +$2.8K +15 +0.3%
PHK
596
Point72 Hong Kong
Hong Kong
$853K +$805K +4,309 New
CAM
597
Cypress Asset Management
Texas
$851K -$18.7K -100 -2%
TRCT
598
Tower Research Capital (TRC)
New York
$847K -$7.95M -42,518 -91%
SG
599
Stonnington Group
California
$844K
DI
600
DAGCO Inc
Ohio
$820K -$18.7K -100 -2%

TROW Hedge Fund Activity: Q2 2021 in Review

1,075 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q2 2021, worth a combined $32.4B — up 18% from $27.5B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new TROW positions and 67 closed out — a net gain of 50 holders — while 393 added to existing stakes and 379 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $245M. The largest seller was DZ Bank, cutting an estimated $66.7M.

  • 1,075 institutional investors held T. Rowe Price (TROW) as of Q2 2021, up from 1,037 in Q1 2021.
  • Funds reported $32.4B of T. Rowe Price stock for Q2 2021, up 18% quarter-over-quarter.
  • 117 funds opened new T. Rowe Price positions in Q2 2021 and 67 closed out, a net change of +50 holders.
  • The largest T. Rowe Price buyer in Q2 2021 was Capital World Investors, an estimated $245M added.
  • The largest T. Rowe Price seller in Q2 2021 was DZ Bank, an estimated $66.7M sold.

Based on aggregated 13F filings for Q2 2021.