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T. Rowe Price
TROW

1,012 hedge funds and large institutions have $24.4B invested in T. Rowe Price in 2020 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 322 increasing their positions, 362 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 56

22% more funds holding in top 10

Funds holding in top 10: 18 → 22 (+4)

19% more capital invested

Capital invested by funds: $20.5B → $24.4B (+$3.84B)

9% more funds holding

Funds holding: 927 → 1,012 (+85)

0.48% more ownership

Funds ownership: 70.53% → 71.01% (+0.48%)

11% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 362

25% less call options, than puts

Call options by funds: $63.3M | Put options by funds: $84.2M

Holders
1,012
Holders Change
+85
Holders Change %
+9.17%
% of All Funds
17.91%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.39%
New
150
Increased
322
Reduced
362
Closed
56
Calls
$63.3M
Puts
$84.2M
Net Calls
-$20.9M
Net Calls Change
+$50M

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$121M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$105M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$59.5M
4
SIM
Sprucegrove Investment Management
Ontario, Canada
+$57.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$38.1M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$166M
2
Goldman Sachs
Goldman Sachs
New York
-$73.2M
3
Franklin Resources
Franklin Resources
California
-$60.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$51.9M
5
Bank of America
Bank of America
North Carolina
-$39M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPS
976
Fieldpoint Private Securities
Connecticut
$6K +$5.87K +41 New
WPA
977
West Paces Advisors
Georgia
$5.3K – – –
CFN
978
Cordasco Financial Network
Florida
$5K – – –
SL
979
Savior LLC
Massachusetts
$5K – – –
RMC
980
Resources Management Corp
Connecticut
$5K +$4.29K +30 New
RWML
981
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$4.84K – – –
HI
982
Hudock Inc
Pennsylvania
$4K – – –
FFG
983
Fortem Financial Group
California
$4K +$3.58K +25 New
DWP
984
Destiny Wealth Partners
Florida
$4K +$4.15K +29 New
APW
985
Acima Private Wealth
Virginia
$3K – – –
BWM
986
Baystate Wealth Management
Massachusetts
$3K – – –
CAM
987
Close Asset Management
United Kingdom
$3K – – –
CCM
988
Copeland Capital Management
Pennsylvania
$3K – – –
PCA
989
Providence Capital Advisors
North Carolina
$3K – – –
WAS
990
Winch Advisory Services
Wisconsin
$3K – – –
PHK
991
Point72 Hong Kong
Hong Kong
$3K +$3K +21 New
MLFP
992
MPS Loria Financial Planners
Illinois
$3K +$3.29K +23 New
LAS
993
Lloyd Advisory Services
Georgia
$2K -$1K -7 -33%
AF
994
Advisornet Financial
Minnesota
$2K – – –
APC
995
Aspire Private Capital
North Carolina
$2K – – –
IAS
996
IMA Advisory Services
Colorado
$2K – – –
SFO
997
Standard Family Office
South Dakota
$2K +$1.43K +10 New
GFPC
998
Global Financial Private Client
Florida
$1.21K +$1.14K +8 New
MGIM
999
M&G Investment Management
United Kingdom
$1.15K -$19.2K -134 -2%
TAM
1000
Tucker Asset Management
Colorado
$1.06K +$1K +7 New
38 39
40
41 42

TROW Hedge Fund Activity: Q4 2020 in Review

1,012 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q4 2020, worth a combined $24.4B — up 19% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new TROW positions and 56 closed out — a net gain of 94 holders — while 322 added to existing stakes and 362 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $121M. The largest seller was BlackRock, cutting an estimated $166M.

  • 1,012 institutional investors held T. Rowe Price (TROW) as of Q4 2020, up from 927 in Q3 2020.
  • Funds reported $24.4B of T. Rowe Price stock for Q4 2020, up 19% quarter-over-quarter.
  • 150 funds opened new T. Rowe Price positions in Q4 2020 and 56 closed out, a net change of +94 holders.
  • The largest T. Rowe Price buyer in Q4 2020 was First Trust Advisors, an estimated $121M added.
  • The largest T. Rowe Price seller in Q4 2020 was BlackRock, an estimated $166M sold.

Based on aggregated 13F filings for Q4 2020.