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T. Rowe Price
TROW

905 hedge funds and large institutions have $20.4B invested in T. Rowe Price in 2019 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 288 increasing their positions, 337 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 48

42% more call options, than puts

Call options by funds: $89.8M | Put options by funds: $63.1M

7% more capital invested

Capital invested by funds: $19.1B → $20.4B (+$1.25B)

5% more funds holding

Funds holding: 861 → 905 (+44)

0.49% more ownership

Funds ownership: 70.99% → 71.48% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 18 → 18 (0)

15% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 337

Holders
905
Holders Change
+44
Holders Change %
+5.11%
% of All Funds
17.83%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
108
Increased
288
Reduced
337
Closed
48
Calls
$89.8M
Puts
$63.1M
Net Calls
+$26.7M
Net Calls Change
-$7.5M

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$62.4M
2
BlackRock
BlackRock
New York
+$56.1M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$32.6M
4
JFA
Johanson Financial Advisors
California
+$30.6M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$21.8M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$171M
2
JP Morgan Chase
JP Morgan Chase
New York
-$70.6M
3
Goldman Sachs
Goldman Sachs
New York
-$63.1M
4
JIM
Jupiter Investment Management
United Kingdom
-$39.2M
5
ORIO
Old Republic International (ORI)
Illinois
-$30.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
826
Kings Point Capital Management
New York
$24K – – –
MA
827
MCF Advisors
Kentucky
$24K – – –
MMG
828
Monetary Management Group
Missouri
$24K – – –
AF
829
Advisornet Financial
Minnesota
$23K – – –
OIA
830
Optimum Investment Advisors
Illinois
$22K – – –
TRCT
831
Tower Research Capital (TRC)
New York
$21K -$425K -3,599 -95%
CB
832
Community Bank
New York
$21K – – –
EWM
833
EPG Wealth Management
Georgia
$21K +$20.7K +175 New
RMAM
834
Raab & Moskowitz Asset Management
New Jersey
$21K +$20.7K +175 New
SMG
835
Spectrum Management Group
Indiana
$18K – – –
SLF
836
Sun Life Financial
Ontario, Canada
$17K -$6.26K -53 -28%
TSW
837
Thompson Siegel & Walmsley
Virginia
$17K – – –
WWM
838
Willingdon Wealth Management
North Carolina
$17K – – –
JFA
839
JNBA Financial Advisors
Minnesota
$17K +$8.74K +74 +107%
RFA
840
Reilly Financial Advisors
California
$14K -$7.08K -60 -34%
EARNEST Partners
841
EARNEST Partners
Georgia
$14K – – –
GAM
842
Gemmer Asset Management
California
$14K – – –
OAM
843
Oppenheimer Asset Management
New York
$14K – – –
HFS
844
HBC Financial Services
Washington
$14K +$13.1K +111 New
PA
845
Procyon Advisors
Connecticut
$14K +$13.5K +114 New
LWM
846
Lenox Wealth Management
Ohio
$13K -$11.8K -100 -49%
ADL
847
Asset Dedication LLC
California
$13K – – –
GCM
848
Gables Capital Management
Florida
$12K – – –
SCA
849
Stonebridge Capital Advisors
Minnesota
$12K – – –
THWM
850
Taylor Hoffman Wealth Management
Virginia
$12K – – –
32 33
34
35 36

TROW Hedge Fund Activity: Q4 2019 in Review

905 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q4 2019, worth a combined $20.4B — up 6.6% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new TROW positions and 48 closed out — a net gain of 60 holders — while 288 added to existing stakes and 337 trimmed.

The largest buyer was Truist Financial, adding an estimated $62.4M. The largest seller was Capital World Investors, cutting an estimated $171M.

  • 905 institutional investors held T. Rowe Price (TROW) as of Q4 2019, up from 861 in Q3 2019.
  • Funds reported $20.4B of T. Rowe Price stock for Q4 2019, up 6.6% quarter-over-quarter.
  • 108 funds opened new T. Rowe Price positions in Q4 2019 and 48 closed out, a net change of +60 holders.
  • The largest T. Rowe Price buyer in Q4 2019 was Truist Financial, an estimated $62.4M added.
  • The largest T. Rowe Price seller in Q4 2019 was Capital World Investors, an estimated $171M sold.

Based on aggregated 13F filings for Q4 2019.