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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
Focus Partners Wealth
576
Focus Partners Wealth
Massachusetts
$685K -$62.5K -560 -9%
SA
577
Strategic Advisors
New York
$683K
DF
578
Donoghue Forlines
Massachusetts
$681K +$624K +5,585 New
SEC
579
Seven Eight Capital
New York
$679K +$622K +5,571 New
GRP
580
Global Retirement Partners
California
$674K +$13.8K +124 +2%
TMAM
581
Tokio Marine Asset Management
Japan
$669K +$67.8K +607 +12%
GVAG
582
Great Valley Advisor Group
Delaware
$669K +$106K +951 +21%
HAG
583
HighPoint Advisor Group
Illinois
$666K -$14.7K -132 -2%
AIP
584
Ameritas Investment Partners
Nebraska
$661K -$18.7K -167 -3%
EIP
585
Epoch Investment Partners
New York
$658K -$74.8K -670 -11%
AF
586
Allworth Financial
California
$656K -$4.36K -39 -0.7%
PFS
587
Prospera Financial Services
Texas
$655K -$473K -4,233 -44%
CFMC
588
Curbstone Financial Management Corp
New Hampshire
$655K
MFA
589
Mayflower Financial Advisors
Massachusetts
$649K -$2.12K -19 -0.4%
CIAS
590
Capital Investment Advisory Services
North Carolina
$646K +$1.9K +17 +0.3%
VA
591
Vident Advisory
Georgia
$637K +$135K +1,213 +30%
MFG
592
Midwest Financial Group
Kansas
$636K +$112 +1 +0%
SRIM
593
Saratoga Research & Investment Management
California
$635K +$230K +2,060 +65%
CHC
594
City Holding Co
West Virginia
$633K -$4.58K -41 -0.8%
AWM
595
Accel Wealth Management
Iowa
$629K -$73.6K -659 -11%
AWM
596
Apollon Wealth Management
South Carolina
$626K +$178K +1,598 +45%
Walleye Capital
597
Walleye Capital
New York
$625K +$191K +1,711 +50%
BIM
598
Baldwin Investment Management
Pennsylvania
$622K -$5.7K -51 -1%
RCA
599
Roberts Capital Advisors
Colorado
$620K +$568K +5,084 New
GT
600
Glenview Trust
Kentucky
$619K +$53.6K +480 +10%

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.