We are live on ! Find out more
TROW icon

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
RI
401
Ridgewood Investments
New Jersey
$1.89M +$39.9K +357 +2%
GA
402
Greenspring Advisors
Maryland
$1.88M
JFGIW
403
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.87M +$574K +5,136 +50%
ATC
404
Argent Trust Co
Tennessee
$1.87M +$1.71M +15,335 New
OAM
405
Oak Asset Management
California
$1.86M -$141K -1,260 -8%
SNBOSCI
406
Security National Bank of Sioux City Iowa
Iowa
$1.83M +$222K +1,984 +15%
MCC
407
Malaga Cove Capital
California
$1.83M -$2.23K -20 -0.1%
PWC
408
PYA Waltman Capital
Tennessee
$1.8M +$140K +1,252 +9%
NL
409
NKCFO LLC
Illinois
$1.79M +$1.64M +14,725 New
FMWA
410
Forvis Mazars Wealth Advisors
Missouri
$1.78M -$46.9K -420 -3%
ZCM
411
Ziegler Capital Management
Illinois
$1.78M -$79.5K -712 -5%
HIMCH
412
Hartford Investment Management Co (HIMCO)
Connecticut
$1.77M -$63.8K -571 -4%
SCP
413
Stamos Capital Partners
California
$1.76M -$209K -1,870 -11%
PCM
414
Poehling Capital Management
Wisconsin
$1.75M -$1.45K -13 -0.1%
SNBOSD
415
Security National Bank of So Dak
Iowa
$1.74M +$54.7K +490 +4%
MPPLM
416
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.73M +$693K +6,206 +78%
VHAM
417
Van Hulzen Asset Management
California
$1.73M -$79.7K -714 -5%
Millennium Management
418
Millennium Management
New York
$1.69M -$13.2M -118,488 -90%
SAM
419
Shell Asset Management
Netherlands
$1.68M -$1.38M -12,330 -46%
CIBC World Market
420
CIBC World Market
Ontario, Canada
$1.68M -$1.47M -13,141 -49%
Aviva
421
Aviva
United Kingdom
$1.68M -$66.6K -596 -4%
CIP
422
Cornerstone Investment Partners
Georgia
$1.68M
TCM
423
Teza Capital Management
Illinois
$1.67M -$363K -3,254 -19%
Allspring Global Investments
424
Allspring Global Investments
North Carolina
$1.67M +$92.4K +827 +6%
GIM
425
Groesbeck Investment Management
New Jersey
$1.65M

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.