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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
PCA
676
Private Capital Advisors
Connecticut
$434K
MIM
677
Morningstar Investment Management
Illinois
$433K
CCM
678
Coldstream Capital Management
Washington
$432K +$11.5K +103 +3%
IA
679
IFP Advisors
Florida
$429K -$56.4K -505 -13%
CA
680
Commerzbank Aktiengesellschaft
Germany
$424K +$388K +3,472 New
AIC
681
Aurora Investment Counsel
Georgia
$422K -$15.6K -140 -4%
NG
682
Norden Group
Utah
$420K +$385K +3,443 New
KWM
683
Kingsview Wealth Management
Oregon
$419K -$4.24K -38 -1%
CRC
684
Curi RMB Capital
Illinois
$418K +$31.2K +279 +9%
FNB
685
Farmers National Bank
Kentucky
$417K -$95.9K -859 -20%
S
686
SignatureFD
Georgia
$417K +$10.3K +92 +3%
MSFS
687
Main Street Financial Solutions
Pennsylvania
$416K +$4.91K +44 +1%
BRWA
688
B. Riley Wealth Advisors
Florida
$415K +$111K +997 +34%
PRC
689
Pearl River Capital
Michigan
$415K -$1.48M -13,229 -80%
PA
690
Profund Advisors
Maryland
$406K +$11.8K +106 +3%
WA1
691
Wimmer Associates 1
California
$405K +$24.6K +220 +7%
LIM
692
Leavell Investment Management
Alabama
$402K +$11.8K +106 +3%
CPA
693
Court Place Advisors
Maryland
$401K -$55.8K -500 -13%
IWC
694
Integrated Wealth Concepts
Massachusetts
$398K -$6.48K -58 -2%
FCI
695
Financial Counselors Inc
Kansas
$398K -$16.8K -150 -4%
EM
696
Excalibur Management
Massachusetts
$397K
CHAM
697
Clear Harbor Asset Management
Connecticut
$395K
AWM
698
Allen Wealth Management
North Carolina
$395K -$67K -600 -16%
EW
699
Evoke Wealth
California
$394K +$361K +3,232 New
MFG
700
Merit Financial Group
Georgia
$391K +$116K +1,039 +42%

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.