T. Rowe Price
TROW
730 hedge funds and large institutions have $14.7B invested in T. Rowe Price in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 282 increasing their positions, 266 reducing their positions, and 51 closing their positions.
41% more call options, than puts
Call options by funds: $38.9M | Put options by funds: $27.7M
14% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 51
6% more repeat investments, than reductions
Existing positions increased: 282 | Existing positions reduced: 266
0% more funds holding
Funds holding: 730 → 730 (0)
17% less funds holding in top 10
Funds holding in top 10: 18 → 15 (-3)
18% less capital invested
Capital invested by funds: $18B → $14.7B (-$3.3B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Marathon Capital Management
Hunt Valley,
Maryland
|
+$119M |
| 2 |
WP
WMS Partners
Towson,
Maryland
|
+$71.5M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$54M |
| 4 |
Harris Associates
Chicago,
Illinois
|
+$51M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$50.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$114M |
| 2 |
State Street
Boston,
Massachusetts
|
-$82.2M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$61.5M |
| 4 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$58.1M |
| 5 |
SO
STRS Ohio
Columbus,
Ohio
|
-$47.9M |
TROW Hedge Fund Activity: Q1 2015 in Review
730 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q1 2015, worth a combined $14.7B — down 18% from $18B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new TROW positions and 51 closed out — a net gain of 7 holders — while 282 added to existing stakes and 266 trimmed.
The largest buyer was Marathon Capital Management, adding an estimated $119M. The largest seller was Perkins Investment Management, cutting an estimated $114M.
- 730 institutional investors held T. Rowe Price (TROW) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $14.7B of T. Rowe Price stock for Q1 2015, down 18% quarter-over-quarter.
- 58 funds opened new T. Rowe Price positions in Q1 2015 and 51 closed out, a net change of +7 holders.
- The largest T. Rowe Price buyer in Q1 2015 was Marathon Capital Management, an estimated $119M added.
- The largest T. Rowe Price seller in Q1 2015 was Perkins Investment Management, an estimated $114M sold.
Based on aggregated 13F filings for Q1 2015.