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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
BCI
601
Brinker Capital Investments
Pennsylvania
$811K +$433K +2,317 +132%
CRC
602
Curi RMB Capital
Illinois
$809K +$13.6K +73 +2%
NB
603
Nicolet Bankshares
Wisconsin
$802K -$5.61K -30 -0.7%
MWM
604
Minot Wealth Management
Massachusetts
$796K +$26K +139 +4%
MMA
605
Miracle Mile Advisors
California
$796K +$138K +740 +23%
PIP
606
Peachtree Investment Partners
Florida
$785K +$748 +4 +0.1%
VF
607
Virtu Financial
New York
$777K -$570K -3,048 -44%
RGC
608
Roberts, Glore & Co
Illinois
$770K
BRWA
609
B. Riley Wealth Advisors
Florida
$761K +$720K +3,853 New
GIA
610
Gladstone Institutional Advisory
Florida
$760K +$359K +1,922 +100%
SIM
611
Stratos Investment Management
Ohio
$751K +$90.8K +486 +15%
PGFC
612
Peapack-Gladstone Financial Corp
New Jersey
$750K -$35K -187 -5%
LS
613
Livforsakringsbolaget Skandia
Sweden
$732K +$74.8K +400 +12%
EW
614
Evoke Wealth
California
$730K -$561 -3 -0.1%
HH
615
Hilltop Holdings
Texas
$730K +$62.1K +332 +10%
QI
616
QS Investors
New York
$728K +$11.6K +62 +2%
MWM
617
Mission Wealth Management
California
$726K -$8.97K -48 -1%
EWM
618
Empirical Wealth Management
Washington
$723K +$74.4K +398 +12%
SWM
619
Spire Wealth Management
Virginia
$718K +$100K +537 +17%
LWP
620
Lumature Wealth Partners
Georgia
$716K +$141K +756 +26%
EP
621
Eudaimonia Partners
Tennessee
$710K +$111K +596 +20%
BP
622
Ballentine Partners
Massachusetts
$709K +$237K +1,266 +55%
CCP
623
Corient Capital Partners
California
$705K +$37.2K +199 +6%
AA
624
ALPS Advisors
Colorado
$701K +$127K +680 +24%
Acadian Asset Management
625
Acadian Asset Management
Massachusetts
$699K -$1.12M -5,994 -63%

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.