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T. Rowe Price

781 hedge funds and large institutions have $13.1B invested in T. Rowe Price in 2016 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 239 increasing their positions, 298 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 57

71.58% more ownership

Funds ownership: 0%71.58% (+72%)

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

43% more call options, than puts

Call options by funds: $75.5M | Put options by funds: $52.9M

16% more capital invested

Capital invested by funds: $11.3B → $13.1B (+$1.83B)

9% more funds holding

Funds holding: 718781 (+63)

20% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 298

Holders
781
Holders Change
+63
Holders Change %
+8.77%
% of All Funds
19.52%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.33%
New
131
Increased
239
Reduced
298
Closed
57
Calls
$75.5M
Puts
$52.9M
Net Calls
+$22.6M
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$44.8M -$11.6M -163,632 -22%
GAM
52
Goldentree Asset Management
New York
$44.3M +$41.7M +588,485 New
KeyBank National Association
53
KeyBank National Association
Ohio
$43.6M -$1.58M -22,310 -4%
Skandinaviska Enskilda Banken (SEB)
54
Skandinaviska Enskilda Banken (SEB)
Sweden
$43M +$19.1M +270,083 +90%
Millennium Management
55
Millennium Management
New York
$42.4M -$888K -12,537 -2%
BIM
56
BlackRock Investment Management
Delaware
$41.1M +$1.94M +27,353 +5%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$41M +$4.76M +67,156 +14%
Stifel Financial
58
Stifel Financial
Missouri
$39.4M -$56.5K -797 -0.2%
NIPH
59
NN Investment Partners Holdings
Netherlands
$39.2M +$2.11M +29,741 +6%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$38.3M -$949K -13,400 -3%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$38.1M +$2.08M +29,309 +6%
Mitsubishi UFJ Trust & Banking
62
Mitsubishi UFJ Trust & Banking
Japan
$37.9M -$836K -11,798 -2%
FAM
63
Fenimore Asset Management
New York
$37.9M +$877K +12,375 +3%
AA
64
ALPS Advisors
Colorado
$37.6M +$35.4M +499,396 New
UBS Group
65
UBS Group
Switzerland
$34.9M +$6.77M +95,488 +26%
GF
66
Gabelli Funds
New York
$33.3M +$35.4K +500 +0.1%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$32.9M +$6.38K +90 +0%
PPA
68
Parametric Portfolio Associates
Washington
$32.6M -$1.82M -25,750 -6%
PI
69
PGGM Investments
Netherlands
$32.4M -$553K -7,805 -2%
AllianceBernstein
70
AllianceBernstein
Tennessee
$32.4M -$2.12M -29,938 -7%
Asset Management One
71
Asset Management One
Japan
$31.9M +$28.3M +400,046 +1,683%
JCM
72
Junto Capital Management
New York
$31.4M +$29.5M +417,000 New
Nordea Investment Management
73
Nordea Investment Management
Sweden
$31.3M +$3.17M +44,805 +12%
Grantham, Mayo, Van Otterloo & Co (GMO)
74
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$30.8M -$2.31M -32,617 -7%
CL
75
Croft-Leominster
Maryland
$29.8M -$28.4M -401,002 Closed

TROW Hedge Fund Activity: Q4 2016 in Review

781 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q4 2016, worth a combined $13.1B — up 16% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new TROW positions and 57 closed out — a net gain of 74 holders — while 239 added to existing stakes and 298 trimmed.

The largest buyer was Southeastern Asset Management, opening a new position worth an estimated $250M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $161M sold.

  • 781 institutional investors held T. Rowe Price (TROW) as of Q4 2016, up from 718 in Q3 2016.
  • Funds reported $13.1B of T. Rowe Price stock for Q4 2016, up 16% quarter-over-quarter.
  • 131 funds opened new T. Rowe Price positions in Q4 2016 and 57 closed out, a net change of +74 holders.
  • The largest T. Rowe Price buyer in Q4 2016 was Southeastern Asset Management, an estimated $250M added.
  • The largest T. Rowe Price seller in Q4 2016 was Vulcan Value Partners, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2016.