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T. Rowe Price

718 hedge funds and large institutions have $11.3B invested in T. Rowe Price in 2016 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 261 increasing their positions, 269 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $49M | Put options by funds: $40.1M

9% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 58

0% less funds holding

Funds holding: 721718 (-3)

3% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 269

11% less capital invested

Capital invested by funds: $12.8B → $11.3B (-$1.45B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
718
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
19.16%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.21%
New
63
Increased
261
Reduced
269
Closed
58
Calls
$49M
Puts
$40.1M
Net Calls
+$8.9M
Net Calls Change
-$9.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.15B +$22.4M +321,476 +2%
State Street
2
State Street
Massachusetts
$871M +$52.2M +749,326 +6%
JP Morgan Chase
3
JP Morgan Chase
New York
$713M -$43.5M -623,669 -5%
Fayez Sarofim & Co
4
Fayez Sarofim & Co
Texas
$532M -$320K -4,590 -0.1%
BIT
5
BlackRock Institutional Trust
California
$449M +$7.42M +106,476 +2%
Ameriprise
6
Ameriprise
Minnesota
$326M +$20.7M +297,336 +6%
BFA
7
BlackRock Fund Advisors
California
$312M +$39.6M +568,287 +14%
GIM
8
Generation Investment Management
United Kingdom
$258M -$328K -4,713 -0.1%
Northern Trust
9
Northern Trust
Illinois
$242M -$98K -1,407 -0%
Bank of America
10
Bank of America
North Carolina
$239M +$1.35M +19,310 +0.5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$209M -$49M -703,077 -18%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$164M +$5.65M +81,136 +3%
VVP
13
Vulcan Value Partners
Alabama
$161M +$12.5M +179,806 +8%
Deutsche Bank
14
Deutsche Bank
Germany
$136M +$15.8M +226,904 +13%
BG
15
BlackRock Group
United Kingdom
$135M -$231K -3,312 -0.2%
JIM
16
Jensen Investment Management
Oregon
$134M -$653K -9,374 -0.5%
American Century Companies
17
American Century Companies
Missouri
$125M +$580K +8,316 +0.4%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$121M -$19.8M -283,985 -14%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$120M +$54.4M +780,071 +76%
Franklin Resources
20
Franklin Resources
California
$119M -$8.52M -122,228 -6%
T
21
Thomaspartners
Massachusetts
$119M +$12.6M +180,840 +11%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$112M -$667K -9,573 -0.6%
Harris Associates
23
Harris Associates
Illinois
$109M -$60.7M -870,770 -35%
Brown Advisory
24
Brown Advisory
Maryland
$107M -$2.61M -37,416 -2%
BG
25
Bahl & Gaynor
Ohio
$105M +$9.12M +130,816 +9%

TROW Hedge Fund Activity: Q3 2016 in Review

718 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q3 2016, worth a combined $11.3B — down 11% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new TROW positions and 58 closed out — a net gain of 5 holders — while 261 added to existing stakes and 269 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $54.4M. The largest seller was Fidelity Investments, cutting an estimated $73.7M.

  • 718 institutional investors held T. Rowe Price (TROW) as of Q3 2016, down from 721 in Q2 2016.
  • Funds reported $11.3B of T. Rowe Price stock for Q3 2016, down 11% quarter-over-quarter.
  • 63 funds opened new T. Rowe Price positions in Q3 2016 and 58 closed out, a net change of +5 holders.
  • The largest T. Rowe Price buyer in Q3 2016 was Schroder Investment Management Group, an estimated $54.4M added.
  • The largest T. Rowe Price seller in Q3 2016 was Fidelity Investments, an estimated $73.7M sold.

Based on aggregated 13F filings for Q3 2016.