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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
PP
976
Peconic Partners
New York
$45K
GWS
977
Glassman Wealth Services
Virginia
$45K +$2.99K +16 +8%
CB
978
CNB Bank
Pennsylvania
$44K
CFO
979
CVA Family Office
Colorado
$43K +$11.2K +60 +39%
FCA
980
FinTrust Capital Advisors
South Carolina
$41K
SIS
981
Sound Income Strategies
Florida
$41K +$35K +187 +984%
ATC
982
Adirondack Trust Company
New York
$40K
MMG
983
Monetary Management Group
Missouri
$40K
PP
984
PrairieView Partners
Minnesota
$40K
TFO
985
Tarbox Family Office
California
$40K
LCM
986
Logan Capital Management
Pennsylvania
$39K +$37K +198 New
RDWM
987
Red Door Wealth Management
Tennessee
$38K +$36.1K +193 New
EI
988
Ellevest Inc
New York
$37K +$26K +139 +302%
PCG
989
Private Capital Group
Connecticut
$35K +$4.86K +26 +18%
LWM
990
Liberty Wealth Management
California
$34K +$374 +2 +1%
CDIA
991
Capital Directions Investment Advisors
Georgia
$30K
FPFS
992
First Personal Financial Services
North Carolina
$30K
RE
993
RBC Europe
United Kingdom
$29.5K +$18.7K +100 +204%
TSW
994
Thompson Siegel & Walmsley
Virginia
$29K
NFSG
995
Newbridge Financial Services Group
Florida
$29K +$27.5K +147 New
AWA
996
Arkadios Wealth Advisors
Georgia
$29K +$28K +150 New
FPS
997
Fieldpoint Private Securities
Connecticut
$28K +$18.5K +99 +319%
PWMG
998
Prestige Wealth Management Group
New Jersey
$27K -$59.3K -317 -70%
AWA
999
Artemis Wealth Advisors
New York
$25.8K +$374 +2 +2%
EARNEST Partners
1000
EARNEST Partners
Georgia
$23K

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.