We are live on ! Find out more
TROW icon

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
LFG
876
Larson Financial Group
Missouri
$4K – – –
QAM
877
QCI Asset Management
New York
$4K – – –
SIM
878
Sonora Investment Management
Arizona
$4K – – –
WEC
879
Winslow Evans & Crocker
Massachusetts
$4K – – –
SL
880
Savior LLC
Massachusetts
$4K +$4.13K +35 New
SWA
881
Sutton Wealth Advisors
Florida
$3.65K – – –
APC
882
Aspire Private Capital
North Carolina
$3K – – –
BWM
883
Baystate Wealth Management
Massachusetts
$3K – – –
HI
884
Hudock Inc
Pennsylvania
$3K – – –
SIS
885
Sound Income Strategies
Florida
$3K – – –
TFO
886
Tarbox Family Office
California
$3K – – –
FCA
887
FinTrust Capital Advisors
South Carolina
$3K +$2.6K +22 New
APA
888
American Portfolios Advisors
New York
$2.19K -$546K -4,623 -100%
CCM
889
Copeland Capital Management
Pennsylvania
$2K – – –
UFF
890
USA Financial Formulas
Michigan
$2K +$2.13K +18 New
WCM
891
Wealthcare Capital Management
Virginia
$2K +$2.24K +19 New
LS
892
Leelyn Smith
Illinois
$1.17K +$1.13M +9,579 New
CAM
893
ClariVest Asset Management
California
$1K – – –
EI
894
Ellevest Inc
New York
$1K – – –
FPFS
895
First Personal Financial Services
North Carolina
$1K – – –
GI
896
Gradient Investments
Minnesota
$1K – – –
TL
897
TrueWealth LLC
Georgia
$1K – – –
VCM
898
Versant Capital Management
Arizona
$1K – – –
TFA
899
Transamerica Financial Advisors
Florida
$1K +$118 +1 New
Fidelity International
900
Fidelity International
Bermuda
$1K +$354 +3 +38%
34 35
36
37 38

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.