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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
QCG
701
Quadrant Capital Group
Ohio
$461K +$48.2K +258 +12%
AIC
702
Ameritas Investment Company
Nebraska
$460K -$521K -2,786 -57%
PAM
703
Paradigm Asset Management
New York
$455K -$18.7K -100 -4%
CA
704
Cetera Advisors
Colorado
$455K +$143K +763 +50%
KIG
705
Kessler Investment Group
Indiana
$455K +$349K +1,869 +437%
PA
706
Parallel Advisors
California
$454K +$48.4K +259 +13%
MSFS
707
Main Street Financial Solutions
Pennsylvania
$452K -$83.7K -448 -16%
WCAMG
708
Woodard & Company Asset Management Group
North Carolina
$448K +$1.68K +9 +0.4%
CGL
709
Clarius Group LLC
Washington
$448K +$423K +2,262 New
SAM
710
Security Asset Management
New York
$444K
PWA
711
Phoenix Wealth Advisors
North Carolina
$444K +$41.5K +222 +11%
CT
712
Chicago Trust
Illinois
$443K +$419K +2,239 New
CCA
713
Checchi Capital Advisers
California
$442K +$11K +59 +3%
PSUF
714
People's United Financial
Connecticut
$438K -$5.79K -31 -1%
KFS
715
Kurt F. Somerville
$436K
ACS
716
Archford Capital Strategies
Illinois
$436K +$29K +155 +8%
NFP
717
Novak Financial Planning
Maryland
$435K +$748 +4 +0.2%
LIM
718
Longfellow Investment Management
Massachusetts
$433K -$220K -1,179 -35%
GLLW
719
Graves Light Lenhart Wealth
Virginia
$433K
RMCM
720
Reynders McVeigh Capital Management
Massachusetts
$430K -$2.06K -11 -0.5%
CNAM
721
Campbell Newman Asset Management
Wisconsin
$429K
VCAM
722
Van Cleef Asset Management
Ohio
$426K
IEFM
723
IQ EQ Fund Management
Ireland
$424K
PG
724
Prostatis Group
Maryland
$423K -$8.22K -44 -2%
SIM
725
Sentry Investment Management
Wisconsin
$419K -$32.9K -176 -8%

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.