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T. Rowe Price

766 hedge funds and large institutions have $16.1B invested in T. Rowe Price in 2017 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 237 increasing their positions, 304 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1224 (+12)

40% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 58

21% more capital invested

Capital invested by funds: $13.3B → $16.1B (+$2.78B)

2% more funds holding

Funds holding: 753766 (+13)

0.46% less ownership

Funds ownership: 74.32%73.86% (-0.46%)

22% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 304

28% less call options, than puts

Call options by funds: $56.4M | Put options by funds: $77.8M

Holders
766
Holders Change
+13
Holders Change %
+1.73%
% of All Funds
19.1%
Holding in Top 10
24
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+100%
% of All Funds
0.6%
New
81
Increased
237
Reduced
304
Closed
58
Calls
$56.4M
Puts
$77.8M
Net Calls
-$21.4M
Net Calls Change
-$57.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BWFM
801
Bridgewater Wealth & Financial Management
Maryland
-$370K -4,990 Closed
CMANY
802
Capital Management Associates (New York)
New York
-$364K -4,900 Closed
PSUF
803
People's United Financial
Connecticut
-$340K -4,584 Closed
BMC
804
Benin Management Corp
Connecticut
-$337K -4,535 Closed
ST
805
Spot Trading
Illinois
-$361K -4,364 Closed
WMSA
806
Weiss Multi-Strategy Advisers
New York
-$320K -4,308 Closed
CCIA
807
Campbell & Co Investment Adviser
Maryland
-$319K -4,298 Closed
KI
808
Koch Industries
Kansas
-$304K -4,100 Closed
KLI
809
Kelman-Lazarov Inc
Tennessee
-$274K -3,694 Closed
SSA
810
Schonfeld Strategic Advisors
New York
-$264K -3,565 Closed
BA
811
Bridgewater Associates
Connecticut
-$243K -3,278 Closed
MCM
812
McKinley Capital Management
Alaska
-$152K -2,050 Closed
DIA
813
Davidson Investment Advisors
Montana
-$85K -1,150 Closed
AIM
814
Acrospire Investment Management
Illinois
-$59K -800 Closed
NA
815
NewEdge Advisors
Louisiana
-$41.9K -544 Closed
VWA
816
V Wealth Advisors
Kansas
-$35K -467 Closed
IWM
817
IHT Wealth Management
Illinois
-$9 -330 Closed
FC
818
Ferris Capital
Massachusetts
-$13K -176 Closed
NSIM
819
North Star Investment Management
Illinois
-$7K -100 Closed
LF
820
Lee Financial
Texas
-$3K -41 Closed
HR
821
Howe & Rusling
New York
-$3K -37 Closed
LYV
822
Live Your Vision
Pennsylvania
-$2.56K -31 Closed
GEA
823
Glen Eagle Advisors
New Jersey
-$594 -8 Closed

TROW Hedge Fund Activity: Q3 2017 in Review

766 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q3 2017, worth a combined $16.1B — up 21% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new TROW positions and 58 closed out — a net gain of 23 holders — while 237 added to existing stakes and 304 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $79.7M. The largest seller was Capital World Investors, cutting an estimated $127M.

  • 766 institutional investors held T. Rowe Price (TROW) as of Q3 2017, up from 753 in Q2 2017.
  • Funds reported $16.1B of T. Rowe Price stock for Q3 2017, up 21% quarter-over-quarter.
  • 81 funds opened new T. Rowe Price positions in Q3 2017 and 58 closed out, a net change of +23 holders.
  • The largest T. Rowe Price buyer in Q3 2017 was PNC Financial Services Group, an estimated $79.7M added.
  • The largest T. Rowe Price seller in Q3 2017 was Capital World Investors, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2017.