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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
MMG
776
Monetary Management Group
Missouri
$22K
DWM
777
Doyle Wealth Management
Florida
$22K +$21K +200 New
SLF
778
Sun Life Financial
Ontario, Canada
$21K -$22.2K -211 -52%
SIAS
779
Shine Investment Advisory Services
Colorado
$21K +$5.37K +51 +36%
OIA
780
Optimum Investment Advisors
Illinois
$20K -$16.3K -155 -46%
RFA
781
Reilly Financial Advisors
California
$20K -$12.4K -118 -40%
LWM
782
Lenox Wealth Management
Ohio
$20K
CB
783
Community Bank
New York
$19K
M
784
MOTCO
Texas
$19K +$13.7K +130 +325%
NCM
785
Nelson Capital Management
California
$18K
SMG
786
Spectrum Management Group
Indiana
$16K -$16.6K -158 -51%
PCP
787
Proficio Capital Partners
Massachusetts
$16K +$9.47K +90 +155%
TSW
788
Thompson Siegel & Walmsley
Virginia
$15K
WWM
789
Willingdon Wealth Management
North Carolina
$15K
GWMIA
790
Global Wealth Management Investment Advisory
Florida
$15K +$12.6K +120 +750%
SBL
791
Sargent Bickham Lagudis
Colorado
$14K -$42.1K -400 -75%
BWL
792
Bogart Wealth LLC
Virginia
$14K
EARNEST Partners
793
EARNEST Partners
Georgia
$13K
GAM
794
Gemmer Asset Management
California
$13K
PCG
795
Private Capital Group
Connecticut
$12K -$74.1K -704 -87%
CFG
796
Citizens Financial Group
Rhode Island
$12K -$1.58K -15 -13%
ADL
797
Asset Dedication LLC
California
$12K
OAM
798
Oppenheimer Asset Management
New York
$12K +$1.16K +11 +11%
GSWM
799
Golden State Wealth Management
California
$11K -$18.4K -175 -63%
FAM
800
Fred Alger Management
New York
$11K

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.