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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
LNB
726
Ledyard National Bank
$13K
LWM
727
Lenox Wealth Management
Ohio
$13K +$1.16K +14 +10%
SIM
728
Sonora Investment Management
Arizona
$12.1K +$8.19K +99 +283%
BWL
729
Bogart Wealth LLC
Virginia
$12K +$10.8K +130 New
YWP
730
YorkBridge Wealth Partners
New York
$11K +$6.87K +83 +244%
AssetMark Inc
731
AssetMark Inc
California
$11K +$8.6K +104 +800%
Lazard Asset Management
732
Lazard Asset Management
New York
$10K -$330K -3,987 -97%
PFGIA
733
Patriot Financial Group Insurance Agency
Massachusetts
$10K -$282K -3,408 -97%
ADL
734
Asset Dedication LLC
California
$10K
BWA
735
Burt Wealth Advisors
Maryland
$10K
PFBT
736
Parkside Financial Bank & Trust
Missouri
$10K
BWM
737
Baystate Wealth Management
Massachusetts
$10K +$83 +1 +0.9%
GT
738
Glenmede Trust
Pennsylvania
$10K +$10K +121 New
First Manhattan
739
First Manhattan
New York
$9K -$12.2K -147 -58%
WA
740
WealthTrust-Arizona
Arizona
$9K
LA
741
Legacy Advisors
Pennsylvania
$9K +$8.35K +101 New
CP
742
Corbenic Partners
Pennsylvania
$8K +$7.2K +87 New
AWMS
743
Advocacy Wealth Management Services
Georgia
$7K
MFBTD
744
MB Financial Bank - Trust Department
Illinois
$7K
PMFA
745
Plante Moran Financial Advisors
Michigan
$7K
SWA
746
Sutton Wealth Advisors
Florida
$6.71K
MCM
747
MV Capital Management
Maryland
$6K
VCM
748
Versant Capital Management
Arizona
$6K
BONST
749
Bank of Nova Scotia Trust
Ontario, Canada
$5K +$4.14K +50 New
FAM
750
Fred Alger Management
New York
$5K +$4.14K +50 New

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.