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T. Rowe Price

717 hedge funds and large institutions have $12.3B invested in T. Rowe Price in 2015 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 251 increasing their positions, 269 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $50.6M | Put options by funds: $30.3M

65% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 51

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

4% more funds holding

Funds holding: 691717 (+26)

0% less capital invested

Capital invested by funds: $12.3B → $12.3B (-$37.1M)

7% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 269

Holders
717
Holders Change
+26
Holders Change %
+3.76%
% of All Funds
18.81%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.42%
New
84
Increased
251
Reduced
269
Closed
51
Calls
$50.6M
Puts
$30.3M
Net Calls
+$20.3M
Net Calls Change
+$40.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
76
BAMCO Inc
New York
$27.3M +$1.02M +13,951 +4%
FAM
77
Fenimore Asset Management
New York
$26.8M +$1.79M +24,400 +7%
ProShare Advisors
78
ProShare Advisors
Maryland
$26.6M +$4.84M +65,934 +22%
Principal Financial Group
79
Principal Financial Group
Iowa
$26.1M -$810K -11,044 -3%
CC
80
Capital Counsel
New York
$26M -$545K -7,420 -2%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$25.4M +$3.39M +46,257 +15%
Grantham, Mayo, Van Otterloo & Co (GMO)
82
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$25M -$1.83M -24,912 -7%
Prudential Financial
83
Prudential Financial
New Jersey
$24.5M -$69.7K -950 -0.3%
VRS
84
Virginia Retirement Systems
Virginia
$23.5M -$451K -6,141 -2%
PI
85
PGGM Investments
Netherlands
$23.4M +$89.3K +1,217 +0.4%
BJ
86
BlackRock Japan
Japan
$22.8M -$283K -3,863 -1%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$22.5M +$147K +2,001 +0.6%
First Trust Advisors
88
First Trust Advisors
Illinois
$22.1M +$3.02M +41,209 +15%
RMDI
89
R.M. Davis Inc
Maine
$21.1M -$1.31M -17,896 -6%
JMPWA
90
JP Morgan Private Wealth Advisors
California
$21.1M +$22.8K +311 +0.1%
BCM
91
Brown Capital Management
Maryland
$20.9M -$80.9K -1,102 -0.4%
AII
92
AGF Investments Inc
Ontario, Canada
$20.4M -$15.6M -212,676 -43%
MG
93
Markel Group
Virginia
$20.4M +$440K +6,000 +2%
MAMU
94
Marathon Asset Management (UK)
United Kingdom
$20.2M +$20.7M +282,095 New
O
95
OppenheimerFunds
New York
$20M +$445K +6,062 +2%
State of Wisconsin Investment Board
96
State of Wisconsin Investment Board
Wisconsin
$19.9M -$117K -1,590 -0.6%
Mawer Investment Management
97
Mawer Investment Management
Alberta, Canada
$19.6M -$7.34K -100 -0%
BGIM
98
Brandywine Global Investment Management
Pennsylvania
$19.4M +$3.29M +44,870 +20%
PAM
99
Panagora Asset Management
Massachusetts
$18.9M -$1.9M -25,950 -9%
Renaissance Technologies
100
Renaissance Technologies
New York
$18.8M +$8.65M +117,800 +81%

TROW Hedge Fund Activity: Q4 2015 in Review

717 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q4 2015, worth a combined $12.3B — down 0.3% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new TROW positions and 51 closed out — a net gain of 33 holders — while 251 added to existing stakes and 269 trimmed.

The largest buyer was Ameriprise, adding an estimated $78.5M. The largest seller was Edgewood Management, cutting an estimated $326M.

  • 717 institutional investors held T. Rowe Price (TROW) as of Q4 2015, up from 691 in Q3 2015.
  • Funds reported $12.3B of T. Rowe Price stock for Q4 2015, down 0.3% quarter-over-quarter.
  • 84 funds opened new T. Rowe Price positions in Q4 2015 and 51 closed out, a net change of +33 holders.
  • The largest T. Rowe Price buyer in Q4 2015 was Ameriprise, an estimated $78.5M added.
  • The largest T. Rowe Price seller in Q4 2015 was Edgewood Management, an estimated $326M sold.

Based on aggregated 13F filings for Q4 2015.