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T. Rowe Price

840 hedge funds and large institutions have $16.7B invested in T. Rowe Price in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 274 increasing their positions, 309 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $83.4M | Put options by funds: $62M

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

6% more capital invested

Capital invested by funds: $15.8B → $16.7B (+$892M)

9% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 76

0% more funds holding

Funds holding: 840840 (0)

1.35% less ownership

Funds ownership: 71.85%70.5% (-1.3%)

11% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 309

Holders
840
Holders Change
Holders Change %
0%
% of All Funds
18.18%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.28%
New
83
Increased
274
Reduced
309
Closed
76
Calls
$83.4M
Puts
$62M
Net Calls
+$21.4M
Net Calls Change
-$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
751
Advisory Alpha
Michigan
$27.3K +$25.6K +266 New
PMFA
752
Plante Moran Financial Advisors
Michigan
$27K +$18.8K +195 +260%
MPWT
753
MassMutual Private Wealth & Trust
Connecticut
$25.5K
WAP
754
Wealthcare Advisory Partners
Pennsylvania
$25K +$193 +2 +0.8%
ATC
755
Adirondack Trust Company
New York
$25K +$19.3K +200 +606%
GRP
756
Global Retirement Partners
California
$24K
NSIM
757
North Star Investment Management
Illinois
$24K
APSP
758
Asset Planning Services (Pennsylvania)
Pennsylvania
$24K +$193 +2 +0.8%
LFA
759
Legacy Financial Advisors
Kentucky
$24K +$9.64K +100 +73%
FDCDDQ
760
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.8K +$18.3K +190 +396%
OSNBOA
761
Old Second National Bank of Aurora
Illinois
$23K
PFBT
762
Parkside Financial Bank & Trust
Missouri
$22K
CYG
763
Clean Yield Group
Vermont
$21K
SWM
764
SeaCrest Wealth Management
New York
$21K
CMO
765
Covenant Multifamily Offices
Texas
$21K +$20.5K +213 New
WPW
766
Winthrop Partners - WNY
New York
$20.7K
MMG
767
Monetary Management Group
Missouri
$20K -$14.5K -150 -43%
KPCM
768
Kings Point Capital Management
New York
$20K
MA
769
MCF Advisors
Kentucky
$20K
MNBTD
770
Moody National Bank Trust Division
Texas
$20K
LWM
771
Lenox Wealth Management
Ohio
$19K
SL
772
Salomon & Ludwin
Virginia
$19K
CB
773
Community Bank
New York
$17K
NCM
774
Nelson Capital Management
California
$16K
LWM
775
Liberty Wealth Management
California
$16K +$96 +1 +0.6%