T. Rowe Price
TROW
861 hedge funds and large institutions have $19.3B invested in T. Rowe Price in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 236 increasing their positions, 373 reducing their positions, and 66 closing their positions.
30% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 66
1% more funds holding
Funds holding: 851 → 861 (+10)
2% more capital invested
Capital invested by funds: $18.8B → $19.3B (+$462M)
1% less ownership
Funds ownership: 73.92% → 72.92% (-1%)
23% less funds holding in top 10
Funds holding in top 10: 26 → 20 (-6)
37% less repeat investments, than reductions
Existing positions increased: 236 | Existing positions reduced: 373
45% less call options, than puts
Call options by funds: $76M | Put options by funds: $138M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$245M |
| 2 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$209M |
| 3 |
Goldman Sachs
New York
|
+$135M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$115M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$102M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T
Thomaspartners
Boston,
Massachusetts
|
-$254M |
| 2 |
State Street
Boston,
Massachusetts
|
-$94M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$90.8M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$84M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$68.9M |
TROW Hedge Fund Activity: Q1 2018 in Review
861 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q1 2018, worth a combined $19.3B — up 2.5% from $18.8B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new TROW positions and 66 closed out — a net gain of 20 holders — while 236 added to existing stakes and 373 trimmed.
The largest buyer was Vanguard Group, adding an estimated $245M. The largest seller was Thomaspartners, exiting entirely with an estimated $254M sold.
- 861 institutional investors held T. Rowe Price (TROW) as of Q1 2018, up from 851 in Q4 2017.
- Funds reported $19.3B of T. Rowe Price stock for Q1 2018, up 2.5% quarter-over-quarter.
- 86 funds opened new T. Rowe Price positions in Q1 2018 and 66 closed out, a net change of +20 holders.
- The largest T. Rowe Price buyer in Q1 2018 was Vanguard Group, an estimated $245M added.
- The largest T. Rowe Price seller in Q1 2018 was Thomaspartners, an estimated $254M sold.
Based on aggregated 13F filings for Q1 2018.