We are live on ! Find out more
TROW icon

T. Rowe Price

1,066 hedge funds and large institutions have $18.8B invested in T. Rowe Price in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 425 increasing their positions, 369 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 64

15% more repeat investments, than reductions

Existing positions increased: 425 | Existing positions reduced: 369

13% more call options, than puts

Call options by funds: $259M | Put options by funds: $230M

1% more funds holding

Funds holding: 1,0531,066 (+13)

0.66% less ownership

Funds ownership: 73.57%72.91% (-0.66%)

6% less capital invested

Capital invested by funds: $20B → $18.8B (-$1.27B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
1,066
Holders Change
+13
Holders Change %
+1.23%
% of All Funds
15.4%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
92
Increased
425
Reduced
369
Closed
64
Calls
$259M
Puts
$230M
Net Calls
+$29.4M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
501
Physicians Financial Services
North Carolina
$1.09M -$2.3K -20 -0.2%
MFG
502
Merit Financial Group
Georgia
$1.08M +$673K +5,849 +167%
HCM
503
Hall Capital Management
Rhode Island
$1.08M +$27K +235 +3%
KIA
504
KCM Investment Advisors
California
$1.05M -$125K -1,088 -11%
PWP
505
Principle Wealth Partners
Connecticut
$1.05M
SC
506
SouthState Corp
Florida
$1.05M -$7.13K -62 -0.7%
BLAM
507
Bourne Lent Asset Management
New York
$1.03M +$11.5K +100 +1%
CAM
508
Columbia Asset Management
Michigan
$1.02M +$722K +6,279 +247%
IPW
509
Impact Partnership Wealth
Georgia
$1.01M +$462K +4,020 +85%
SF
510
Symphony Financial
Texas
$1M +$813K +7,071 +418%
DC
511
Davenport & Co
Virginia
$988K -$38K -330 -4%
PHIC
512
Pine Haven Investment Counsel
Massachusetts
$985K +$2.88K +25 +0.3%
SB
513
Simmons Bank
Arkansas
$970K -$52.7K -458 -5%
TFP
514
Tilia Fiduciary Partners
North Carolina
$970K +$9.55K +83 +1%
SAM
515
Sawgrass Asset Management
Florida
$962K -$2.76K -24 -0.3%
AWM
516
Apollon Wealth Management
South Carolina
$960K +$366K +3,185 +62%
WCBA
517
Weaver C. Barksdale & Associates
Tennessee
$952K -$14.7K -128 -2%
LA
518
LBP AM
France
$939K +$936K +8,143 New
DFA
519
Delta Financial Advisors
Louisiana
$930K
AA
520
Argent Advisors
Louisiana
$930K +$94.1K +818 +11%
XT
521
XTX Topco
Cayman Islands
$925K +$922K +8,018 New
SC
522
Sepio Capital
Utah
$923K +$10.1K +88 +1%
SAM
523
Stansberry Asset Management
Texas
$922K -$136K -1,183 -13%
ECM
524
ExodusPoint Capital Management
New York
$921K +$918K +7,985 New
NB
525
Norinchukin Bank
Japan
$915K -$230 -2 -0%

TROW Hedge Fund Activity: Q2 2024 in Review

1,066 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q2 2024, worth a combined $18.8B — down 6.3% from $20B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new TROW positions and 64 closed out — a net gain of 28 holders — while 425 added to existing stakes and 369 trimmed.

The largest buyer was WMS Partners, adding an estimated $76.5M. The largest seller was Citadel Advisors, cutting an estimated $272M.

  • 1,066 institutional investors held T. Rowe Price (TROW) as of Q2 2024, up from 1,053 in Q1 2024.
  • Funds reported $18.8B of T. Rowe Price stock for Q2 2024, down 6.3% quarter-over-quarter.
  • 92 funds opened new T. Rowe Price positions in Q2 2024 and 64 closed out, a net change of +28 holders.
  • The largest T. Rowe Price buyer in Q2 2024 was WMS Partners, an estimated $76.5M added.
  • The largest T. Rowe Price seller in Q2 2024 was Citadel Advisors, an estimated $272M sold.

Based on aggregated 13F filings for Q2 2024.