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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
WA
701
Winfield Associates
Ohio
$34K
NCM
702
Nelson Capital Management
California
$32K -$4.96K -60 -15%
CAW
703
Cornerstone Advisors (Washington)
Washington
$31K
WIM
704
Westside Investment Management
California
$30.9K -$579 -7 -2%
DOA
705
D'Orazio & Associates
Virginia
$27K -$66.2K -800 -73%
CPIG
706
Chicago Partners Investment Group
Illinois
$27K -$24.8K -300 -50%
EFSCE
707
Enterprise Financial Services Corp (EFSC)
Missouri
$27K +$4.3K +52 +22%
FHA
708
First Horizon Advisors
Tennessee
$26K
EWM
709
Evercore Wealth Management
New York
$23K
ST
710
Smithfield Trust
Pennsylvania
$23K
WAP
711
Wealthcare Advisory Partners
Pennsylvania
$22K +$20.2K +244 New
WWM
712
Willingdon Wealth Management
North Carolina
$22K +$20.3K +246 New
TDC
713
Thompson Davis & Co
Virginia
$21K
APSP
714
Asset Planning Services (Pennsylvania)
Pennsylvania
$21K +$165 +2 +0.9%
BC
715
Bartlett & Co
Ohio
$18K
IIC
716
Integrated Investment Consultants
Michigan
$18K
KPCM
717
Kings Point Capital Management
New York
$18K
OSNBOA
718
Old Second National Bank of Aurora
Illinois
$18K +$16.3K +197 New
EDRH
719
Edmond de Rothschild Holding
Switzerland
$17K -$57.9K -700 -79%
GRP
720
Global Retirement Partners
California
$17K -$4.8K -58 -24%
CB
721
Community Bank
New York
$15K
AC
722
Alexandria Capital
Virginia
$14K
JAM
723
Jolley Asset Management
North Carolina
$14K
SMG
724
Spectrum Management Group
Indiana
$14K +$12.4K +150 New
GAM
725
Gemmer Asset Management
California
$13K -$27.7K -335 -70%

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.