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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
MSA
726
Marino Stram & Associates
Massachusetts
$345K +$3.69K +33 +1%
TIM
727
Tortoise Investment Management
New York
$344K -$14K -125 -4%
GT
728
Greenleaf Trust
Michigan
$343K -$5.7K -51 -2%
UFF
729
USA Financial Formulas
Michigan
$342K +$22.3K +200 +8%
EWA
730
Encompass Wealth Advisors
Oregon
$341K
FT
731
Fiduciary Trust
Massachusetts
$340K +$311K +2,785 New
BFG
732
Bleakley Financial Group
New Jersey
$338K -$18K -161 -5%
SW
733
Simplicity Wealth
New Jersey
$336K +$308K +2,755 New
BPCA
734
Bank Pictet & Cie (Asia)
Singapore
$335K -$1.08M -9,645 -78%
PP
735
Prudential plc
United Kingdom
$335K -$876K -7,846 -74%
GAM
736
Guinness Asset Management
United Kingdom
$335K +$2.23K +20 +0.7%
TA
737
TFG Advisers
Michigan
$331K +$7.04K +63 +2%
TWA
738
TCI Wealth Advisors
Arizona
$331K -$1.79K -16 -0.6%
CFM
739
Catalyst Funds Management
Australia
$329K +$302K +2,700 New
HCM
740
Hollencrest Capital Management
California
$329K
OAM
741
Oppenheimer Asset Management
New York
$326K +$37.3K +334 +14%
BCM
742
Becker Capital Management
Oregon
$319K +$292K +2,617 New
TAM
743
Trust Asset Management
Texas
$318K
PCA
744
Pallas Capital Advisors
Massachusetts
$318K +$31.5K +282 +12%
SSB
745
Sandy Spring Bank
Maryland
$316K
C
746
Certuity
Florida
$314K +$50.8K +455 +21%
AF
747
Arrow Financial
New York
$313K -$19K -170 -6%
JWM
748
Janiczek Wealth Management
Colorado
$312K +$142K +1,272 +99%
Connor, Clark & Lunn Investment Management (CC&L)
749
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$312K -$3.46M -31,023 -92%
DMBA
750
Deseret Mutual Benefit Administrators
Utah
$311K +$27.5K +246 +11%

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.