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T. Rowe Price

844 hedge funds and large institutions have $18.1B invested in T. Rowe Price in 2019 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 305 increasing their positions, 310 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 62

18% more call options, than puts

Call options by funds: $73.3M | Put options by funds: $62.1M

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

8% more capital invested

Capital invested by funds: $16.7B → $18.1B (+$1.35B)

0% more funds holding

Funds holding: 840844 (+4)

0.76% less ownership

Funds ownership: 70.5%69.74% (-0.76%)

2% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 310

Holders
844
Holders Change
+4
Holders Change %
+0.48%
% of All Funds
18.33%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
76
Increased
305
Reduced
310
Closed
62
Calls
$73.3M
Puts
$62.1M
Net Calls
+$11.3M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
726
Financial Advantage
Maryland
$89K
CWA
727
Clarus Wealth Advisors
Arizona
$84K +$31.7K +301 +65%
LWANC
728
Laurel Wealth Advisors (North Carolina)
North Carolina
$77K
GLI
729
Guardian Life Insurance
New York
$75K
CI
730
CX Institutional
Indiana
$73K +$11.3K +107 +19%
RBC
731
Roble Belko & Company
Pennsylvania
$72K
BWP
732
Baldwin Wealth Partners
Massachusetts
$71K
AIM
733
Advantage Investment Management
Iowa
$66K
SFSIG
734
San Francisco Sentry Investment Group
California
$65K +$5.26K +50 +9%
CIAS
735
Capital Investment Advisory Services
North Carolina
$63K +$5.47K +52 +10%
FHA
736
Flagship Harbor Advisors
Massachusetts
$63K +$30.8K +293 +101%
LA
737
Legacy Advisors
Pennsylvania
$60K -$42.1K -400 -42%
CIA
738
CSat Investment Advisory
Michigan
$59K +$43.1K +410 +313%
LWM
739
Liberty Wealth Management
California
$58K +$38.4K +365 +227%
LWCFA
740
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$55K
WB
741
Webster Bank
Connecticut
$53K
ACS
742
Archford Capital Strategies
Illinois
$52K +$421 +4 +0.8%
MUS
743
Mitsubishi UFJ Securities
Japan
$52K +$49.4K +470 New
APW
744
Acima Private Wealth
Virginia
$51K
SCM
745
Silvant Capital Management
Georgia
$51K
GWS
746
Glassman Wealth Services
Virginia
$51K +$5.58K +53 +13%
HCM
747
HMS Capital Management
Tennessee
$48K +$46.4K +441 New
HDIM
748
Hanson & Doremus Investment Management
Vermont
$45K
HWA
749
Heritage Wealth Advisors
Virginia
$44.9K +$28.8K +274 +201%
DAM
750
Delta Asset Management
Tennessee
$44K

TROW Hedge Fund Activity: Q2 2019 in Review

844 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q2 2019, worth a combined $18.1B — up 8.1% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new TROW positions and 62 closed out — a net gain of 14 holders — while 305 added to existing stakes and 310 trimmed.

The largest buyer was Nuveen, adding an estimated $116M. The largest seller was Renaissance Technologies, cutting an estimated $114M.

  • 844 institutional investors held T. Rowe Price (TROW) as of Q2 2019, up from 840 in Q1 2019.
  • Funds reported $18.1B of T. Rowe Price stock for Q2 2019, up 8.1% quarter-over-quarter.
  • 76 funds opened new T. Rowe Price positions in Q2 2019 and 62 closed out, a net change of +14 holders.
  • The largest T. Rowe Price buyer in Q2 2019 was Nuveen, an estimated $116M added.
  • The largest T. Rowe Price seller in Q2 2019 was Renaissance Technologies, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2019.