T. Rowe Price
TROW
692 hedge funds and large institutions have $14.7B invested in T. Rowe Price in 2014 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 279 increasing their positions, 233 reducing their positions, and 40 closing their positions.
60% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 40
20% more repeat investments, than reductions
Existing positions increased: 279 | Existing positions reduced: 233
3% more funds holding
Funds holding: 673 → 692 (+19)
2% less capital invested
Capital invested by funds: $15B → $14.7B (-$279M)
10% less call options, than puts
Call options by funds: $50.6M | Put options by funds: $56.4M
47% less funds holding in top 10
Funds holding in top 10: 19 → 10 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$115M |
| 2 |
JP Morgan Chase
New York
|
+$60.7M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$59.6M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$47M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$143M |
| 2 |
SC
Samlyn Capital
New York
|
-$70.6M |
| 3 |
State Street
Boston,
Massachusetts
|
-$68.6M |
| 4 |
JIM
Jensen Investment Management
Lake Oswego,
Oregon
|
-$64.3M |
| 5 |
Bank of New York Mellon
New York
|
-$63.5M |
TROW Hedge Fund Activity: Q1 2014 in Review
692 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q1 2014, worth a combined $14.7B — down 1.9% from $15B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new TROW positions and 40 closed out — a net gain of 24 holders — while 279 added to existing stakes and 233 trimmed.
The largest buyer was Perkins Investment Management, opening a new position worth an estimated $115M. The largest seller was Citadel Advisors, cutting an estimated $143M.
- 692 institutional investors held T. Rowe Price (TROW) as of Q1 2014, up from 673 in Q4 2013.
- Funds reported $14.7B of T. Rowe Price stock for Q1 2014, down 1.9% quarter-over-quarter.
- 64 funds opened new T. Rowe Price positions in Q1 2014 and 40 closed out, a net change of +24 holders.
- The largest T. Rowe Price buyer in Q1 2014 was Perkins Investment Management, an estimated $115M added.
- The largest T. Rowe Price seller in Q1 2014 was Citadel Advisors, an estimated $143M sold.
Based on aggregated 13F filings for Q1 2014.