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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
Mercer Global Advisors
476
Mercer Global Advisors
Colorado
$1.25M +$56.6K +507 +5%
KIA
477
KCM Investment Advisors
California
$1.25M -$105K -940 -8%
ZIG
478
Zurich Insurance Group
Switzerland
$1.24M
RIL
479
Rothschild Investment LLC
Illinois
$1.24M -$6.7K -60 -0.6%
CCM
480
Carderock Capital Management
Maryland
$1.23M +$279K +2,500 +33%
TCMP
481
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.22M +$1.12M +10,045 New
SF
482
Synovus Financial
Georgia
$1.22M -$20.7K -185 -2%
HCM
483
Highlander Capital Management
New Jersey
$1.22M
SO
484
STRS Ohio
Ohio
$1.21M -$43.1K -386 -4%
BFS
485
Bradley Foster & Sargent
Connecticut
$1.21M +$357K +3,198 +48%
IAIM
486
International Assets Investment Management
Florida
$1.19M +$166K +1,490 +18%
UHC
487
Union Heritage Capital
Michigan
$1.19M +$305K +2,731 +39%
BIA
488
Beacon Investment Advisors
Maryland
$1.18M +$43.3K +388 +4%
ERIM
489
Eagle Ridge Investment Management
Connecticut
$1.17M -$50.5K -452 -4%
EOJOAM
490
E. Ohman J:or Asset Management
Sweden
$1.17M +$134K +1,200 +14%
AA
491
Apriem Advisors
California
$1.16M +$29.5K +264 +3%
UAS
492
United Asset Strategies
New York
$1.15M +$134K +1,202 +15%
PFS
493
Physicians Financial Services
North Carolina
$1.15M -$39.1K -350 -4%
CIG
494
Cullen Investment Group
Louisiana
$1.15M +$90.5K +810 +9%
CB
495
Cadence Bank
Mississippi
$1.14M +$15.1K +135 +1%
Nomura Holdings
496
Nomura Holdings
Japan
$1.14M +$329K +2,946 +46%
SAM
497
Stansberry Asset Management
Texas
$1.12M -$14.9K -133 -1%
OTPPB
498
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.12M -$134K -1,204 -12%
PWP
499
Principle Wealth Partners
Connecticut
$1.11M
SC
500
SouthState Corp
Florida
$1.11M +$29.5K +264 +3%

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.