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T. Rowe Price

876 hedge funds and large institutions have $20.3B invested in T. Rowe Price in 2018 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 265 increasing their positions, 352 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 50

10% more funds holding in top 10

Funds holding in top 10: 2022 (+2)

5% more capital invested

Capital invested by funds: $19.3B → $20.3B (+$1.03B)

2% more funds holding

Funds holding: 861876 (+15)

0.71% less ownership

Funds ownership: 72.92%72.21% (-0.71%)

14% less call options, than puts

Call options by funds: $86.3M | Put options by funds: $100M

25% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 352

Holders
876
Holders Change
+15
Holders Change %
+1.74%
% of All Funds
20.05%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.5%
New
73
Increased
265
Reduced
352
Closed
50
Calls
$86.3M
Puts
$100M
Net Calls
-$14.1M
Net Calls Change
+$48.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
776
MassMutual Private Wealth & Trust
Connecticut
$29.6K
WCAMG
777
Woodard & Company Asset Management Group
North Carolina
$29K
WAP
778
Wealthcare Advisory Partners
Pennsylvania
$29K +$233 +2 +0.8%
BWP
779
Baldwin Wealth Partners
Massachusetts
$29K +$29.1K +250 New
MFW
780
Mosaic Family Wealth
Missouri
$28K +$12.4K +107 +78%
NSIM
781
North Star Investment Management
Illinois
$28K +$27.9K +240 New
OSNBOA
782
Old Second National Bank of Aurora
Illinois
$27K
PO
783
Private Ocean
California
$27K
APSP
784
Asset Planning Services (Pennsylvania)
Pennsylvania
$27K +$116 +1 +0.4%
ML
785
McAdam LLC
Pennsylvania
$26K
EFSCE
786
Enterprise Financial Services Corp (EFSC)
Missouri
$26K +$930 +8 +4%
EA
787
Edge Advisors
Georgia
$25K
KTC
788
Kistler-Tiffany Companies
Pennsylvania
$24K -$42.4K -365 -63%
GT
789
Glenmede Trust
Pennsylvania
$24K +$10.1K +87 +72%
RCAG
790
Rehmann Capital Advisory Group
Michigan
$23.4K
KPCM
791
Kings Point Capital Management
New York
$23K
MA
792
MCF Advisors
Kentucky
$23K
VEA
793
Virtus ETF Advisers
New York
$21K -$7.33K -63 -25%
GRP
794
Global Retirement Partners
California
$21K
RFA
795
Reilly Financial Advisors
California
$21K
LFA
796
Legacy Financial Advisors
Kentucky
$20K
NCM
797
Nelson Capital Management
California
$19K -$8.14K -70 -30%
BC
798
Bartlett & Co
Ohio
$19K
BCWM
799
Bartlett & Co Wealth Management
Ohio
$18.6K
IAS
800
IMA Advisory Services
Colorado
$18K +$18.3K +157 New

TROW Hedge Fund Activity: Q2 2018 in Review

876 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q2 2018, worth a combined $20.3B — up 5.4% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new TROW positions and 50 closed out — a net gain of 23 holders — while 265 added to existing stakes and 352 trimmed.

The largest buyer was Ameriprise, adding an estimated $68.5M. The largest seller was Eaton Vance Management, cutting an estimated $71.9M.

  • 876 institutional investors held T. Rowe Price (TROW) as of Q2 2018, up from 861 in Q1 2018.
  • Funds reported $20.3B of T. Rowe Price stock for Q2 2018, up 5.4% quarter-over-quarter.
  • 73 funds opened new T. Rowe Price positions in Q2 2018 and 50 closed out, a net change of +23 holders.
  • The largest T. Rowe Price buyer in Q2 2018 was Ameriprise, an estimated $68.5M added.
  • The largest T. Rowe Price seller in Q2 2018 was Eaton Vance Management, an estimated $71.9M sold.

Based on aggregated 13F filings for Q2 2018.