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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
CT
551
Coastline Trust
Rhode Island
$826K -$62.5K -560 -8%
ECA
552
Elevated Capital Advisors
Utah
$817K +$69.7K +624 +10%
RFC
553
Regions Financial Corp
Alabama
$810K
LOAMS
554
Lombard Odier Asset Management (Switzerland)
Switzerland
$803K +$735K +6,585 New
IRC
555
Investors Research Corp
Georgia
$798K +$86.6K +775 +13%
PCIA
556
Prime Capital Investment Advisors
Kansas
$796K -$436K -3,908 -37%
CL
557
Choreo LLC
Illinois
$789K -$22.7K -203 -3%
TI
558
Tidal Investments
Wisconsin
$768K +$124K +1,110 +21%
Verition Fund Management
559
Verition Fund Management
Connecticut
$753K -$40.8K -365 -6%
PIM
560
Provident Investment Management
Michigan
$750K +$88.5K +792 +15%
ICP
561
Ironvine Capital Partners
Nebraska
$744K
GWAM
562
Guardian Wealth Advisors (Minnesota)
Minnesota
$744K +$16.1K +144 +2%
NRS
563
Neville Rodie & Shaw
New York
$741K
Squarepoint
564
Squarepoint
New York
$740K -$14.9M -133,526 -96%
VAM
565
Verity Asset Management
North Carolina
$735K +$31.6K +283 +5%
RIM
566
Rakuten Investment Management
Japan
$734K +$610K +5,464 +988%
MA
567
MCF Advisors
Kentucky
$726K +$10.3K +92 +2%
LCM
568
Logan Capital Management
Pennsylvania
$699K +$46.9K +420 +8%
OFG
569
OmniStar Financial Group
North Carolina
$697K +$638K +5,713 New
PP
570
Paloma Partners
Connecticut
$695K +$637K +5,703 New
AIMCA
571
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$695K
CT
572
Caldwell Trust
Florida
$691K -$21.8K -195 -3%
SI
573
Stephens Inc
Arkansas
$690K -$36.7K -329 -5%
BIA
574
BHK Investment Advisors
Alabama
$690K +$256K +2,291 +68%
CC
575
Cipher Capital
New York
$685K -$815K -7,301 -57%

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.