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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
MWM
801
Mascoma Wealth Management
New Hampshire
$11K
THWM
802
Taylor Hoffman Wealth Management
Virginia
$11K
RWA
803
Ropes Wealth Advisors
Massachusetts
$11K +$10.5K +100 New
SCA
804
Stonebridge Capital Advisors
Minnesota
$11K +$10.5K +100 New
HR
805
Howe & Rusling
New York
$9K -$526 -5 -6%
AC
806
Avestar Capital
New York
$8K
CB
807
CNB Bank
Pennsylvania
$8K
MCM
808
MV Capital Management
Maryland
$8K
BWA
809
Burt Wealth Advisors
Maryland
$7K -$4.21K -40 -37%
LFG
810
LifePlan Financial Group
Ohio
$7K
GC
811
Globeflex Capital
California
$7K +$6.31K +60 New
SIM
812
Sonora Investment Management
Arizona
$6K +$1.68K +16 +46%
APC
813
Aspire Private Capital
North Carolina
$6K +$4.52K +43 +331%
TPWA
814
TRUE Private Wealth Advisors
Oregon
$6K +$6.42K +61 New
FCH
815
Freestone Capital Holdings
Washington
$5.31K +$5.09M +48,382 New
BL
816
Balentine LLC
Georgia
$5K -$97K -922 -95%
MSFP
817
Mark Sheptoff Financial Planning
Connecticut
$5K
UB
818
UMB Bank
Missouri
$4.44K +$94.2K +895 +2%
LFG
819
Larson Financial Group
Missouri
$4K
QAM
820
QCI Asset Management
New York
$4K
WEC
821
Winslow Evans & Crocker
Massachusetts
$4K
EWA
822
Evolution Wealth Advisors
Florida
$4K +$3.79K +36 New
WPA
823
West Paces Advisors
Georgia
$3.84K
MWM
824
Meridian Wealth Management
Kentucky
$3.6K +$345K +3,282 New
SWA
825
Sutton Wealth Advisors
Florida
$3.29K

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.