T. Rowe Price
TROW
673 hedge funds and large institutions have $15B invested in T. Rowe Price in 2013 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 242 increasing their positions, 250 reducing their positions, and 38 closing their positions.
111% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 38
90% more funds holding in top 10
Funds holding in top 10: 10 → 19 (+9)
68% more call options, than puts
Call options by funds: $61.8M | Put options by funds: $36.8M
6% more funds holding
Funds holding: 635 → 673 (+38)
1% more capital invested
Capital invested by funds: $14.9B → $15B (+$120M)
3% less repeat investments, than reductions
Existing positions increased: 242 | Existing positions reduced: 250
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tran Capital Management
San Rafael,
California
|
+$121M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$121M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
+$96.6M |
| 4 |
SC
Samlyn Capital
New York
|
+$63.2M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$48.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$168M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$73.7M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
-$66M |
| 4 |
Two Sigma Investments
New York
|
-$30.2M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$29.4M |
TROW Hedge Fund Activity: Q4 2013 in Review
673 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q4 2013, worth a combined $15B — up 0.8% from $14.9B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new TROW positions and 38 closed out — a net gain of 42 holders — while 242 added to existing stakes and 250 trimmed.
The largest buyer was Tran Capital Management, adding an estimated $121M. The largest seller was JP Morgan Chase, cutting an estimated $168M.
- 673 institutional investors held T. Rowe Price (TROW) as of Q4 2013, up from 635 in Q3 2013.
- Funds reported $15B of T. Rowe Price stock for Q4 2013, up 0.8% quarter-over-quarter.
- 80 funds opened new T. Rowe Price positions in Q4 2013 and 38 closed out, a net change of +42 holders.
- The largest T. Rowe Price buyer in Q4 2013 was Tran Capital Management, an estimated $121M added.
- The largest T. Rowe Price seller in Q4 2013 was JP Morgan Chase, an estimated $168M sold.
Based on aggregated 13F filings for Q4 2013.