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T. Rowe Price

1,075 hedge funds and large institutions have $32.4B invested in T. Rowe Price in 2021 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 393 increasing their positions, 379 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 67

46% more funds holding in top 10

Funds holding in top 10: 2638 (+12)

18% more capital invested

Capital invested by funds: $27.5B → $32.4B (+$4.97B)

12% more call options, than puts

Call options by funds: $112M | Put options by funds: $100M

4% more funds holding

Funds holding: 1,0371,075 (+38)

1.93% more ownership

Funds ownership: 70.31%72.24% (+1.9%)

4% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 379

Holders
1,075
Holders Change
+38
Holders Change %
+3.66%
% of All Funds
18.71%
Holding in Top 10
38
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+46.15%
% of All Funds
0.66%
New
117
Increased
393
Reduced
379
Closed
67
Calls
$112M
Puts
$100M
Net Calls
+$11.6M
Net Calls Change
+$3.05M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
926
Berman Capital Advisors
Georgia
$150K +$10.1K +54 +8%
CI
927
CX Institutional
Indiana
$150K +$27.1K +145 +24%
FMT
928
First Mercantile Trust
Tennessee
$141K -$387K -2,070 -74%
HFM
929
Harvest Fund Management
China
$141K
LWANC
930
Laurel Wealth Advisors (North Carolina)
North Carolina
$140K
TFM
931
TFC Financial Management
Massachusetts
$140K
APA
932
American Portfolios Advisors
New York
$139K -$798K -4,267 -86%
CYG
933
Clean Yield Group
Vermont
$139K +$131K +700 New
RBC
934
Roble Belko & Company
Pennsylvania
$131K
AIM
935
Acropolis Investment Management
Missouri
$125K
WBC
936
West Branch Capital
Massachusetts
$121K +$114K +610 New
AA
937
Addison Advisors
Vermont
$120K +$114K +608 New
HFA
938
Hoover Financial Advisors
Pennsylvania
$117K -$1.31K -7 -1%
FA
939
Fortis Advisors
Pennsylvania
$99K -$112K -600 -55%
MHR
940
Matthew Hamilton Rosenberg
$98K
FMP
941
Financial Management Professionals
Texas
$96K +$8.04K +43 +10%
WB
942
Webster Bank
Connecticut
$95K
JFA
943
JNBA Financial Advisors
Minnesota
$94K
ST
944
Smithfield Trust
Pennsylvania
$94K
FA
945
Financial Advantage
Maryland
$89K
SOW
946
State of Wyoming
Wyoming
$89K +$83.7K +448 New
EBSAM
947
Eubel Brady & Suttman Asset Management
Ohio
$87K +$94.6K +506 New
NSB
948
Norway Savings Bank
Maine
$86K -$13.1K -70 -14%
TAIM
949
TD Ameritrade Investment Management
Nebraska
$85K +$68.6K +367 +573%
SCA
950
Stonebridge Capital Advisors
Minnesota
$82K +$41.7K +223 +100%

TROW Hedge Fund Activity: Q2 2021 in Review

1,075 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q2 2021, worth a combined $32.4B — up 18% from $27.5B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new TROW positions and 67 closed out — a net gain of 50 holders — while 393 added to existing stakes and 379 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $245M. The largest seller was DZ Bank, cutting an estimated $66.7M.

  • 1,075 institutional investors held T. Rowe Price (TROW) as of Q2 2021, up from 1,037 in Q1 2021.
  • Funds reported $32.4B of T. Rowe Price stock for Q2 2021, up 18% quarter-over-quarter.
  • 117 funds opened new T. Rowe Price positions in Q2 2021 and 67 closed out, a net change of +50 holders.
  • The largest T. Rowe Price buyer in Q2 2021 was Capital World Investors, an estimated $245M added.
  • The largest T. Rowe Price seller in Q2 2021 was DZ Bank, an estimated $66.7M sold.

Based on aggregated 13F filings for Q2 2021.