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T. Rowe Price

722 hedge funds and large institutions have $14B invested in T. Rowe Price in 2015 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 285 increasing their positions, 261 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $62.3M | Put options by funds: $48M

9% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 261

2% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 61

5% less capital invested

Capital invested by funds: $14.7B → $14B (-$702M)

1% less funds holding

Funds holding: 730722 (-8)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
722
Holders Change
-8
Holders Change %
-1.1%
% of All Funds
19.45%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.38%
New
62
Increased
285
Reduced
261
Closed
61
Calls
$62.3M
Puts
$48M
Net Calls
+$14.3M
Net Calls Change
+$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.25B +$19.5M +241,096 +2%
State Street
2
State Street
Massachusetts
$997M -$7.04M -87,262 -0.7%
JP Morgan Chase
3
JP Morgan Chase
New York
$924M -$9.77M -120,990 -1%
Fayez Sarofim & Co
4
Fayez Sarofim & Co
Texas
$623M
BIT
5
BlackRock Institutional Trust
California
$518M -$11.2M -138,226 -2%
Edgewood Management
6
Edgewood Management
Connecticut
$341M -$93M -1,152,453 -21%
Northern Trust
7
Northern Trust
Illinois
$321M +$54.7M +677,565 +20%
Bank of America
8
Bank of America
North Carolina
$313M -$10.3M -127,803 -3%
BFA
9
BlackRock Fund Advisors
California
$304M +$9.38M +116,244 +3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$299M -$8.26M -102,390 -3%
Harris Associates
11
Harris Associates
Illinois
$288M +$56M +693,841 +23%
VVP
12
Vulcan Value Partners
Alabama
$223M +$34.7M +429,873 +18%
Ameriprise
13
Ameriprise
Minnesota
$176M -$1.35M -16,705 -0.7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$173M +$3.95M +48,947 +2%
GIM
15
Generation Investment Management
United Kingdom
$171M +$345K +4,272 +0.2%
Franklin Resources
16
Franklin Resources
California
$160M -$6.05M -74,951 -4%
UBS Group
17
UBS Group
Switzerland
$157M +$23M +285,213 +16%
JIM
18
Jensen Investment Management
Oregon
$156M -$55.5K -687 -0%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$149M +$1.46M +18,054 +1%
BG
20
BlackRock Group
United Kingdom
$148M +$1.38M +17,149 +0.9%
American Century Companies
21
American Century Companies
Missouri
$135M -$18.6M -229,910 -12%
Deutsche Bank
22
Deutsche Bank
Germany
$135M -$1.8M -22,317 -1%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$127M -$726K -8,993 -0.5%
UBS AM
24
UBS AM
Illinois
$118M +$9.07M +112,426 +8%
BG
25
Bahl & Gaynor
Ohio
$114M +$70.1M +868,868 +144%

TROW Hedge Fund Activity: Q2 2015 in Review

722 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q2 2015, worth a combined $14B — down 4.8% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new TROW positions and 61 closed out — a net gain of 1 holder — while 285 added to existing stakes and 261 trimmed.

The largest buyer was Provident Trust Company, opening a new position worth an estimated $81.1M. The largest seller was Tran Capital Management, cutting an estimated $161M.

  • 722 institutional investors held T. Rowe Price (TROW) as of Q2 2015, down from 730 in Q1 2015.
  • Funds reported $14B of T. Rowe Price stock for Q2 2015, down 4.8% quarter-over-quarter.
  • 62 funds opened new T. Rowe Price positions in Q2 2015 and 61 closed out, a net change of +1 holder.
  • The largest T. Rowe Price buyer in Q2 2015 was Provident Trust Company, an estimated $81.1M added.
  • The largest T. Rowe Price seller in Q2 2015 was Tran Capital Management, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2015.