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T. Rowe Price

1,053 hedge funds and large institutions have $20B invested in T. Rowe Price in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 419 increasing their positions, 373 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

21% more call options, than puts

Call options by funds: $261M | Put options by funds: $216M

12% more repeat investments, than reductions

Existing positions increased: 419 | Existing positions reduced: 373

11% more capital invested

Capital invested by funds: $18.1B → $20B (+$1.95B)

4% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 101

0% less funds holding

Funds holding: 1,0541,053 (-1)

1.64% less ownership

Funds ownership: 75.21%73.57% (-1.6%)

Holders
1,053
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
15.17%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
105
Increased
419
Reduced
373
Closed
101
Calls
$261M
Puts
$216M
Net Calls
+$44.6M
Net Calls Change
+$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
326
IFG Advisory
Georgia
$2.94M -$436K -3,902 -14%
SC
327
Savant Capital
Illinois
$2.93M +$1.18M +10,553 +78%
RT
328
Rockland Trust
Massachusetts
$2.93M -$291K -2,608 -10%
SWP
329
Stratos Wealth Partners
Ohio
$2.91M +$35.1K +314 +1%
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$2.9M +$142K +1,271 +6%
Public Employees Retirement Association of Colorado
331
Public Employees Retirement Association of Colorado
Colorado
$2.83M -$220K -1,967 -8%
RCM
332
RNC Capital Management
California
$2.83M +$92.8K +831 +4%
VWM
333
Valley Wealth Managers
New Jersey
$2.82M -$216K -1,934 -8%
NSEDCP
334
NJ State Employees Deferred Compensation Plan
New Jersey
$2.8M
VPIM
335
Vanguard Personalized Indexing Management
California
$2.8M +$567K +5,073 +28%
HNB
336
Huntington National Bank
Ohio
$2.76M -$1.68K -15 -0.1%
IPW
337
Inlet Private Wealth
Florida
$2.74M -$11.2K -100 -0.4%
HIA
338
Harbor Investment Advisory
Maryland
$2.74M -$787K -7,042 -24%
CS
339
Candriam SCA
Luxembourg
$2.73M -$25.2K -226 -1%
Daiwa Securities Group
340
Daiwa Securities Group
Japan
$2.69M +$210K +1,880 +9%
LFS
341
Legacy Financial Strategies
Kansas
$2.66M +$269K +2,412 +12%
FMC
342
First Merchants Corp
Indiana
$2.63M -$531K -4,755 -18%
EF
343
Exeter Financial
Arizona
$2.6M -$6.25K -56 -0.3%
AFA
344
Abacus FCF Advisors
Florida
$2.59M +$192K +1,715 +9%
BFW
345
Brady Family Wealth
Missouri
$2.59M +$5.58K +50 +0.2%
TC
346
TAP Consulting
Missouri
$2.58M +$489K +4,376 +26%
RC
347
Roundview Capital
New Jersey
$2.56M -$43.3K -388 -2%
SMDAM
348
Sumitomo Mitsui DS Asset Management
Japan
$2.56M +$47.1K +422 +2%
BCM
349
Birch Capital Management
Texas
$2.54M -$12.7K -114 -0.5%
EMPI
350
Elo Mutual Pension Insurance
Finland
$2.49M +$93.6K +838 +4%

TROW Hedge Fund Activity: Q1 2024 in Review

1,053 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q1 2024, worth a combined $20B — up 11% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new TROW positions and 101 closed out — a net gain of 4 holders — while 419 added to existing stakes and 373 trimmed.

The largest buyer was Charles Schwab, adding an estimated $180M. The largest seller was Morgan Stanley, cutting an estimated $366M.

  • 1,053 institutional investors held T. Rowe Price (TROW) as of Q1 2024, down from 1,054 in Q4 2023.
  • Funds reported $20B of T. Rowe Price stock for Q1 2024, up 11% quarter-over-quarter.
  • 105 funds opened new T. Rowe Price positions in Q1 2024 and 101 closed out, a net change of +4 holders.
  • The largest T. Rowe Price buyer in Q1 2024 was Charles Schwab, an estimated $180M added.
  • The largest T. Rowe Price seller in Q1 2024 was Morgan Stanley, an estimated $366M sold.

Based on aggregated 13F filings for Q1 2024.