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T. Rowe Price

781 hedge funds and large institutions have $11.5B invested in T. Rowe Price in 2017 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $105M | Put options by funds: $39.6M

15% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 75

0% more funds holding

Funds holding: 781781 (0)

6% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 302

1.85% less ownership

Funds ownership: 71.58%69.73% (-1.8%)

13% less capital invested

Capital invested by funds: $13.1B → $11.5B (-$1.67B)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
781
Holders Change
Holders Change %
0%
% of All Funds
19.44%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.25%
New
86
Increased
284
Reduced
302
Closed
75
Calls
$105M
Puts
$39.6M
Net Calls
+$65.4M
Net Calls Change
+$42.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
751
Edge Advisors
Georgia
$6K -$4.61K -65 -39%
JWA
752
JFS Wealth Advisors
Pennsylvania
$6K
PMFA
753
Plante Moran Financial Advisors
Michigan
$5K -$9.86K -139 -65%
AWMS
754
Advocacy Wealth Management Services
Georgia
$5K
MCM
755
MV Capital Management
Maryland
$5K
WAS
756
Winch Advisory Services
Wisconsin
$5K
PFBT
757
Parkside Financial Bank & Trust
Missouri
$5K +$1.35K +19 +32%
PHK
758
Point72 Hong Kong
Hong Kong
$5K +$3.9K +55 +220%
VCM
759
Versant Capital Management
Arizona
$4K
TCM
760
Tradewinds Capital Management
Washington
$4K +$4.33K +61 New
WP
761
WealthPLAN Partners
Nebraska
$3.99K +$4.11K +58 New
SWA
762
Sutton Wealth Advisors
Florida
$3.88K
AUB
763
Atlantic Union Bankshares
Virginia
$3.48K +$180K +2,538 +5%
AAF
764
Andra AP-fonden
Sweden
$3.18K +$106K +1,500 +3%
WTB
765
Washington Trust Bank
Washington
$3K -$1.49K -21 -30%
MSFP
766
Mark Sheptoff Financial Planning
Connecticut
$3K +$71 +1 +2%
BL
767
Balentine LLC
Georgia
$3K +$567 +8 +26%
CFG
768
Citizens Financial Group
Rhode Island
$3K +$2.77K +39 New
CCM
769
Cribstone Capital Management
Maine
$3K +$3.54K +50 New
Twin Tree Management
770
Twin Tree Management
Texas
$3K +$3.62K +51 New
WPA
771
West Paces Advisors
Georgia
$2.38K -$384K -5,412 -99%
SIM
772
Sonora Investment Management
Arizona
$2.38K
LYV
773
Live Your Vision
Pennsylvania
$2K
QAM
774
QCI Asset Management
New York
$2K
YWP
775
YorkBridge Wealth Partners
New York
$2K