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T. Rowe Price

721 hedge funds and large institutions have $12.8B invested in T. Rowe Price in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 267 increasing their positions, 269 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $56.5M | Put options by funds: $38.6M

2% more capital invested

Capital invested by funds: $12.5B → $12.8B (+$249M)

1% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 269

6% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 51

2% less funds holding

Funds holding: 733721 (-12)

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
721
Holders Change
-12
Holders Change %
-1.64%
% of All Funds
19.24%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.35%
New
48
Increased
267
Reduced
269
Closed
51
Calls
$56.5M
Puts
$38.6M
Net Calls
+$17.9M
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
676
Winfield Associates
Ohio
$27K
VIA
677
Vantage Investment Advisors
Pennsylvania
$22K
EFSCE
678
Enterprise Financial Services Corp (EFSC)
Missouri
$21K
EWM
679
Evercore Wealth Management
New York
$19K
MPWT
680
MassMutual Private Wealth & Trust
Connecticut
$18.9K -$3.05K -41 -14%
ST
681
Smithfield Trust
Pennsylvania
$18K
CFA
682
Carroll Financial Associates
North Carolina
$18K +$16.8K +225 +804%
AssetMark Inc
683
AssetMark Inc
California
$16K +$5.06K +68 +44%
BC
684
Bartlett & Co
Ohio
$15K
KPCM
685
Kings Point Capital Management
New York
$15K
TSW
686
Thompson Siegel & Walmsley
Virginia
$15K
CB
687
Community Bank
New York
$12K
AC
688
Alexandria Capital
Virginia
$11K
PCM
689
Penserra Capital Management
California
$11K +$4.99K +67 +78%
JAM
690
Jolley Asset Management
North Carolina
$11K +$11.2K +150 New
WP
691
WealthPLAN Partners
Nebraska
$10.9K +$11.2K +150 New
LNB
692
Ledyard National Bank
$10K -$13.8K -185 -57%
KTC
693
Kistler-Tiffany Companies
Pennsylvania
$9K -$18.1K -243 -67%
Lazard Asset Management
694
Lazard Asset Management
New York
$9K -$670 -9 -7%
BFEC
695
Benjamin F. Edwards & Company
Missouri
$9K
HIM
696
Hillsdale Investment Management
Ontario, Canada
$9K
ADL
697
Asset Dedication LLC
California
$8K
GAM
698
Gemmer Asset Management
California
$8K
WA
699
WealthTrust-Arizona
Arizona
$8K
SFG
700
SevenBridge Financial Group
Pennsylvania
$8K +$8.49K +114 New

TROW Hedge Fund Activity: Q2 2016 in Review

721 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q2 2016, worth a combined $12.8B — up 2% from $12.5B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of TROW and 48 opened new positions — a net loss of 3 holders — while 269 trimmed existing stakes and 267 added.

The largest buyer was VOYA Investment Management, adding an estimated $131M. The largest seller was Royal London Asset Management, cutting an estimated $312M.

  • 721 institutional investors held T. Rowe Price (TROW) as of Q2 2016, down from 733 in Q1 2016.
  • Funds reported $12.8B of T. Rowe Price stock for Q2 2016, up 2% quarter-over-quarter.
  • 48 funds opened new T. Rowe Price positions in Q2 2016 and 51 closed out, a net change of -3 holders.
  • The largest T. Rowe Price buyer in Q2 2016 was VOYA Investment Management, an estimated $131M added.
  • The largest T. Rowe Price seller in Q2 2016 was Royal London Asset Management, an estimated $312M sold.

Based on aggregated 13F filings for Q2 2016.