T. Rowe Price
TROW
730 hedge funds and large institutions have $18B invested in T. Rowe Price in 2014 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 258 increasing their positions, 271 reducing their positions, and 49 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 9 → 18 (+9)
98% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 49
45% more call options, than puts
Call options by funds: $46.7M | Put options by funds: $32.2M
29% more capital invested
Capital invested by funds: $14B → $18B (+$4.07B)
5% more funds holding
Funds holding: 693 → 730 (+37)
5% less repeat investments, than reductions
Existing positions increased: 258 | Existing positions reduced: 271
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$171M |
| 2 |
JHC
JFB Holdings Corp
Atlanta,
Georgia
|
+$102M |
| 3 |
CM
CS McKee
Pittsburgh,
Pennsylvania
|
+$74.9M |
| 4 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$58M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$48.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$189M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$73.1M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$48.9M |
| 4 |
AI
Axiom Investors
Greenwich,
Connecticut
|
-$43.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$27M |
TROW Hedge Fund Activity: Q4 2014 in Review
730 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q4 2014, worth a combined $18B — up 29% from $14B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new TROW positions and 49 closed out — a net gain of 48 holders — while 258 added to existing stakes and 271 trimmed.
The largest buyer was Vulcan Value Partners, opening a new position worth an estimated $171M. The largest seller was Bank of America, cutting an estimated $189M.
- 730 institutional investors held T. Rowe Price (TROW) as of Q4 2014, up from 693 in Q3 2014.
- Funds reported $18B of T. Rowe Price stock for Q4 2014, up 29% quarter-over-quarter.
- 97 funds opened new T. Rowe Price positions in Q4 2014 and 49 closed out, a net change of +48 holders.
- The largest T. Rowe Price buyer in Q4 2014 was Vulcan Value Partners, an estimated $171M added.
- The largest T. Rowe Price seller in Q4 2014 was Bank of America, an estimated $189M sold.
Based on aggregated 13F filings for Q4 2014.