T. Rowe Price
TROW
922 hedge funds and large institutions have $19.5B invested in T. Rowe Price in 2020 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 278 increasing their positions, 345 reducing their positions, and 69 closing their positions.
99% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 69
24% more funds holding in top 10
Funds holding in top 10: 17 → 21 (+4)
22% more capital invested
Capital invested by funds: $16B → $19.5B (+$3.5B)
7% more funds holding
Funds holding: 860 → 922 (+62)
0.85% less ownership
Funds ownership: 70.25% → 69.39% (-0.85%)
19% less repeat investments, than reductions
Existing positions increased: 278 | Existing positions reduced: 345
27% less call options, than puts
Call options by funds: $91.4M | Put options by funds: $126M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$79.2M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
+$46.9M |
| 3 |
JCM
Junto Capital Management
New York
|
+$45.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$40M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$28.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$176M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$157M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$81.8M |
| 4 |
JP Morgan Chase
New York
|
-$77.1M |
| 5 |
BlackRock
New York
|
-$55.3M |
TROW Hedge Fund Activity: Q2 2020 in Review
922 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q2 2020, worth a combined $19.5B — up 22% from $16B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new TROW positions and 69 closed out — a net gain of 68 holders — while 278 added to existing stakes and 345 trimmed.
The largest buyer was Charles Schwab, adding an estimated $79.2M. The largest seller was Capital World Investors, exiting entirely with an estimated $176M sold.
- 922 institutional investors held T. Rowe Price (TROW) as of Q2 2020, up from 860 in Q1 2020.
- Funds reported $19.5B of T. Rowe Price stock for Q2 2020, up 22% quarter-over-quarter.
- 137 funds opened new T. Rowe Price positions in Q2 2020 and 69 closed out, a net change of +68 holders.
- The largest T. Rowe Price buyer in Q2 2020 was Charles Schwab, an estimated $79.2M added.
- The largest T. Rowe Price seller in Q2 2020 was Capital World Investors, an estimated $176M sold.
Based on aggregated 13F filings for Q2 2020.