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
Tudor Investment Corp
576
Tudor Investment Corp
Connecticut
$688K +$238K +2,069 +53%
HAG
577
HighPoint Advisor Group
Illinois
$685K +$19K +165 +3%
AIP
578
Ameritas Investment Partners
Nebraska
$673K +$47.7K +415 +8%
CTFG
579
Capstone Triton Financial Group
Oklahoma
$671K +$86K +748 +15%
AIMCA
580
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$669K +$11.5K +100 +2%
LA
581
LVW Advisors
New York
$668K +$167K +1,452 +33%
LCM
582
Logan Capital Management
Pennsylvania
$660K -$1.03K -9 -0.2%
OFG
583
OmniStar Financial Group
North Carolina
$659K
AI
584
Atria Investments
North Carolina
$658K +$656K +5,703 New
CFMC
585
Curbstone Financial Management Corp
New Hampshire
$657K +$38K +330 +6%
JWCA
586
J.W. Cole Advisors
Florida
$648K -$229K -1,993 -26%
EIP
587
Epoch Investment Partners
New York
$645K +$22.5K +196 +4%
CT
588
Caldwell Trust
Florida
$643K -$10.6K -92 -2%
WTC
589
WhitTier Trust Company
Nevada
$641K -$233K -2,030 -27%
MFA
590
Mayflower Financial Advisors
Massachusetts
$638K +$23.5K +204 +4%
TMAM
591
Tokio Marine Asset Management
Japan
$633K
MFG
592
Midwest Financial Group
Kansas
$632K +$30.6K +266 +5%
GVAG
593
Great Valley Advisor Group
Delaware
$631K -$1.15K -10 -0.2%
RJT
594
Raymond James Trust
Florida
$627K -$227K -1,975 -27%
P
595
&Partners
Tennessee
$625K +$131K +1,140 +27%
RCA
596
Roberts Capital Advisors
Colorado
$620K
DG
597
DMC Group
Alabama
$610K +$67.3K +585 +12%
VF
598
Virtu Financial
New York
$609K +$607K +5,280 New
CHC
599
City Holding Co
West Virginia
$608K +$8.97K +78 +2%
PFS
600
Prospera Financial Services
Texas
$608K -$11.7K -102 -2%

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.