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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
SWA
626
Stratos Wealth Advisors
Ohio
$542K -$9.16K -82 -2%
ECM
627
Evergreen Capital Management
Washington
$540K +$495K +4,428 New
WAAG
628
Wealth Alliance Advisory Group
Kansas
$538K +$4.02K +36 +0.8%
Bank Julius Baer & Co
629
Bank Julius Baer & Co
Switzerland
$536K -$558 -5 -0.1%
TIAA Trust, National Association
630
TIAA Trust, National Association
North Carolina
$535K -$28.3K -253 -5%
VI
631
Vestcor Inc
New Brunswick, Canada
$534K -$4.24K -38 -0.9%
LIM
632
Longfellow Investment Management
Massachusetts
$531K +$3.8K +34 +0.8%
LA
633
LVW Advisors
New York
$529K +$164K +1,468 +51%
OWP
634
Obermeyer Wealth Partners
Colorado
$527K
BFS
635
Bard Financial Services
Connecticut
$527K -$27.9K -250 -5%
PTC
636
Private Trust Company
Ohio
$525K +$20.7K +185 +4%
P
637
&Partners
Tennessee
$521K +$96.6K +865 +25%
UAML
638
US Asset Management LLC
Pennsylvania
$517K -$4.69K -42 -1%
OIA
639
OneDigital Investment Advisors
Kansas
$517K -$122K -1,096 -21%
TCOT
640
Trust Company of Toledo
Ohio
$516K
KPWS
641
Kestra Private Wealth Services
Texas
$513K -$26.6K -238 -5%
VSQM
642
V-Square Quantitative Management
Illinois
$505K
DWT
643
Dorsey & Whitney Trust
South Dakota
$502K +$3.13K +28 +0.7%
HT
644
Heritage Trust
Oklahoma
$501K
WA
645
WBH Advisory
Maryland
$497K -$23.6K -211 -5%
PT
646
Plimoth Trust
Massachusetts
$495K -$21.2K -190 -4%
KFA
647
Krane Funds Advisors
New York
$493K -$65K -582 -12%
VH
648
Visionary Horizons
Tennessee
$491K -$20.1K -180 -4%
FWCM
649
Ferguson Wellman Capital Management
Oregon
$491K +$558 +5 +0.1%
FFA
650
Fortune Financial Advisors
Kansas
$490K +$1.34K +12 +0.3%

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.