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T. Rowe Price

1,037 hedge funds and large institutions have $27.5B invested in T. Rowe Price in 2021 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 363 increasing their positions, 362 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 81

18% more funds holding in top 10

Funds holding in top 10: 2226 (+4)

13% more capital invested

Capital invested by funds: $24.4B → $27.5B (+$3.11B)

11% more call options, than puts

Call options by funds: $88.1M | Put options by funds: $79.6M

3% more funds holding

Funds holding: 1,0111,037 (+26)

0% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 362

0.7% less ownership

Funds ownership: 71.01%70.31% (-0.7%)

Holders
1,037
Holders Change
+26
Holders Change %
+2.57%
% of All Funds
18.21%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.46%
New
119
Increased
363
Reduced
362
Closed
81
Calls
$88.1M
Puts
$79.6M
Net Calls
+$8.51M
Net Calls Change
+$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MPPLM
626
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$656K +$454K +2,770 +61%
QT
627
Quantbot Technologies
New York
$655K +$627K +3,821 New
SFSG
628
Sound Financial Strategies Group
Mississippi
$642K -$131K -798 -18%
MWM
629
Minot Wealth Management
Massachusetts
$641K +$613K +3,735 New
MWM
630
Mission Wealth Management
California
$637K +$93.5K +570 +18%
EW
631
Evoke Wealth
California
$633K
QI
632
QS Investors
New York
$621K +$21.5K +131 +4%
PA
633
Profund Advisors
Maryland
$620K +$68.7K +419 +13%
BCM
634
Boltwood Capital Management
California
$618K
MYLI
635
Meiji Yasuda Life Insurance
Japan
$608K -$115K -700 -17%
SGI
636
Summit Global Investments
Utah
$600K +$574K +3,498 New
BCM
637
Brookstone Capital Management
Illinois
$598K +$189K +1,152 +49%
GLA
638
Good Life Advisors
Pennsylvania
$597K +$166K +1,011 +41%
PTC
639
Private Trust Company
Ohio
$596K +$23.6K +144 +4%
EMG
640
ETF Managers Group
New Jersey
$588K +$90.5K +552 +19%
MC
641
Middleton & Co
Massachusetts
$587K -$98.4K -600 -15%
CICI
642
Capital Investment Counsel Inc
North Carolina
$584K +$264K +1,610 +90%
WSFS
643
Wilmington Savings Fund Society
Delaware
$579K +$15.3K +93 +3%
GWM
644
Geneos Wealth Management
Colorado
$578K
LIM
645
Longfellow Investment Management
Massachusetts
$577K -$81.3K -496 -13%
CCP
646
Corient Capital Partners
California
$576K +$48.1K +293 +10%
HH
647
Hilltop Holdings
Texas
$575K +$13.9K +85 +3%
DLHL
648
Donald L. Hagan LLC
Florida
$569K -$27.9K -170 -5%
SWP
649
Stratos Wealth Partners
Ohio
$569K +$136K +830 +33%
SIM
650
Stratos Investment Management
Ohio
$568K -$234K -1,426 -30%

TROW Hedge Fund Activity: Q1 2021 in Review

1,037 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q1 2021, worth a combined $27.5B — up 13% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new TROW positions and 81 closed out — a net gain of 38 holders — while 363 added to existing stakes and 362 trimmed.

The largest buyer was Ameriprise, adding an estimated $141M. The largest seller was Massachusetts Financial Services, cutting an estimated $229M.

  • 1,037 institutional investors held T. Rowe Price (TROW) as of Q1 2021, up from 1,011 in Q4 2020.
  • Funds reported $27.5B of T. Rowe Price stock for Q1 2021, up 13% quarter-over-quarter.
  • 119 funds opened new T. Rowe Price positions in Q1 2021 and 81 closed out, a net change of +38 holders.
  • The largest T. Rowe Price buyer in Q1 2021 was Ameriprise, an estimated $141M added.
  • The largest T. Rowe Price seller in Q1 2021 was Massachusetts Financial Services, an estimated $229M sold.

Based on aggregated 13F filings for Q1 2021.