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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
SFI
651
Siemens Fonds Invest
Germany
$490K -$12.5K -112 -3%
Assenagon Asset Management
652
Assenagon Asset Management
Luxembourg
$488K -$3.13M -28,020 -88%
GWSG
653
GPS Wealth Strategies Group
Colorado
$484K +$49K +439 +12%
RWM
654
Revisor Wealth Management
Ohio
$478K +$228K +2,037 +96%
WSFS
655
Wilmington Savings Fund Society
Delaware
$478K +$438K +3,918 New
IC
656
IEQ Capital
California
$476K +$25.8K +231 +6%
Tudor Investment Corp
657
Tudor Investment Corp
Connecticut
$475K -$5.76M -51,528 -93%
WG
658
Wealth Group
North Carolina
$473K +$433K +3,879 New
LNWWM
659
Laird Norton Wetherby Wealth Management
California
$473K -$7.04K -63 -2%
GWP
660
Gen-Wealth Partners
Michigan
$472K +$433K +3,874 New
BB
661
Burford Brothers
Texas
$470K +$106K +947 +33%
RG
662
Rathbones Group
United Kingdom
$466K
DEA
663
DoubleLine ETF Adviser
Florida
$465K +$5.81K +52 +1%
NWM
664
Northcape Wealth Management
New York
$461K
PG
665
Prostatis Group
Maryland
$461K +$188K +1,680 +80%
GXJ
666
Global X Japan
Japan
$459K +$30.3K +271 +8%
RPCONE
667
Retirement Planning Company of New England
Rhode Island
$453K +$19.9K +178 +5%
AFC
668
AFT Forsyth & Company
Florida
$450K -$297K -2,660 -42%
AIM
669
Avity Investment Management
Connecticut
$448K -$69.8K -625 -15%
DWM
670
Dakota Wealth Management
Florida
$443K +$20.6K +184 +5%
PSFG
671
Prairie Sky Financial Group
Illinois
$440K
FFA
672
Farther Finance Advisors
California
$440K +$268K +2,401 +191%
FDCDDQ
673
Federation des caisses Desjardins du Quebec
Quebec, Canada
$440K +$283K +2,538 +233%
WFA
674
West Financial Advisors
Iowa
$437K
BA
675
Bridgewater Associates
Connecticut
$435K -$558 -5 -0.1%

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.