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T. Rowe Price

1,037 hedge funds and large institutions have $27.5B invested in T. Rowe Price in 2021 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 363 increasing their positions, 362 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 81

18% more funds holding in top 10

Funds holding in top 10: 2226 (+4)

13% more capital invested

Capital invested by funds: $24.4B → $27.5B (+$3.11B)

11% more call options, than puts

Call options by funds: $88.1M | Put options by funds: $79.6M

3% more funds holding

Funds holding: 1,0111,037 (+26)

0% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 362

0.7% less ownership

Funds ownership: 71.01%70.31% (-0.7%)

Holders
1,037
Holders Change
+26
Holders Change %
+2.57%
% of All Funds
18.21%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.46%
New
119
Increased
363
Reduced
362
Closed
81
Calls
$88.1M
Puts
$79.6M
Net Calls
+$8.51M
Net Calls Change
+$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
476
IFG Advisory
Georgia
$1.47M +$23.1K +141 +2%
CIA
477
Cascade Investment Advisors
Oregon
$1.46M -$9.84K -60 -0.7%
RJT
478
Raymond James Trust
Florida
$1.46M -$130K -795 -9%
DFA
479
Delta Financial Advisors
Louisiana
$1.45M
AFA
480
Abacus FCF Advisors
Florida
$1.44M +$1.33M +8,104 New
MCM
481
MAI Capital Management
Ohio
$1.44M -$92.7K -565 -6%
UIM
482
USS Investment Management
United Kingdom
$1.42M
CT
483
Caldwell Trust
Florida
$1.42M -$41K -250 -3%
CS
484
Comerica Securities
Michigan
$1.42M -$10.5K -64 -0.8%
HF
485
HRT Financial
New York
$1.42M +$1.35M +8,248 New
CI
486
Cigna Investments
Connecticut
$1.41M +$54.4K +332 +4%
SP
487
Symmetry Partners
Connecticut
$1.4M -$98.9K -603 -7%
Bank Julius Baer & Co
488
Bank Julius Baer & Co
Switzerland
$1.4M -$115K -701 -8%
LFS
489
Legacy Financial Strategies
Kansas
$1.39M +$7.22K +44 +0.5%
MCWS
490
McKinley Carter Wealth Services
West Virginia
$1.39M +$176K +1,076 +15%
HWA
491
Heritage Wealth Advisors
Virginia
$1.39M +$6.89K +42 +0.5%
CA
492
Cullinan Associates
Kentucky
$1.37M +$541K +3,300 +70%
HI
493
Horizon Investments
North Carolina
$1.37M +$1.31M +8,003 New
VFA
494
Voya Financial Advisors
Connecticut
$1.37M +$115K +703 +10%
CCMG
495
Clark Capital Management Group
Pennsylvania
$1.37M +$36.4K +222 +3%
SF
496
Symphony Financial
Texas
$1.37M +$82.2K +501 +7%
NFG
497
Nations Financial Group
Iowa
$1.37M +$121K +737 +10%
CCM
498
Carderock Capital Management
Maryland
$1.36M
FT
499
Fiduciary Trust
Massachusetts
$1.35M -$16.4K -100 -1%
ATPW
500
Ashton Thomas Private Wealth
Arizona
$1.34M -$10.7K -65 -0.8%

TROW Hedge Fund Activity: Q1 2021 in Review

1,037 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q1 2021, worth a combined $27.5B — up 13% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new TROW positions and 81 closed out — a net gain of 38 holders — while 363 added to existing stakes and 362 trimmed.

The largest buyer was Ameriprise, adding an estimated $141M. The largest seller was Massachusetts Financial Services, cutting an estimated $229M.

  • 1,037 institutional investors held T. Rowe Price (TROW) as of Q1 2021, up from 1,011 in Q4 2020.
  • Funds reported $27.5B of T. Rowe Price stock for Q1 2021, up 13% quarter-over-quarter.
  • 119 funds opened new T. Rowe Price positions in Q1 2021 and 81 closed out, a net change of +38 holders.
  • The largest T. Rowe Price buyer in Q1 2021 was Ameriprise, an estimated $141M added.
  • The largest T. Rowe Price seller in Q1 2021 was Massachusetts Financial Services, an estimated $229M sold.

Based on aggregated 13F filings for Q1 2021.