We are live on ! Find out more
TROW icon

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
PA
751
Parallel Advisors
California
$349K +$32.5K +198 +11%
CWM
752
Cornerstone Wealth Management
Missouri
$346K -$6.56K -40 -2%
WA1
753
Wimmer Associates 1
California
$343K
PWA
754
Phoenix Wealth Advisors
North Carolina
$341K +$69.2K +422 +27%
MF
755
Magnetar Financial
Illinois
$341K +$326K +1,985 New
S
756
Seeyond
France
$339K +$141K +857 +76%
ACM
757
Ashford Capital Management
Delaware
$336K
BEAM
758
Baker Ellis Asset Management
Washington
$336K
WIC
759
Woodmont Investment Counsel
Tennessee
$333K -$3.28K -20 -1%
ECM
760
Everence Capital Management
Indiana
$333K
FBT
761
First Bank & Trust
South Dakota
$333K +$2.3K +14 +0.7%
NFG
762
Next Financial Group
Texas
$333K +$299K +1,825 +1,547%
GL
763
Graypoint LLC
New York
$330K
FHC
764
First Horizon Corporation
Tennessee
$330K +$328 +2 +0.1%
GC
765
Globeflex Capital
California
$330K +$306K +1,865 +3,108%
GIA
766
Gladstone Institutional Advisory
Florida
$329K +$315K +1,919 New
BIA
767
BHK Investment Advisors
Alabama
$328K
FTDI
768
First Trust Direct Indexing
Massachusetts
$328K +$36.6K +223 +13%
WP
769
WealthShield Partners
North Carolina
$327K +$91.8K +560 +42%
IC
770
IEQ Capital
California
$327K +$313K +1,908 New
FMLI
771
Fukoku Mutual Life Insurance
Japan
$326K -$32.8K -200 -10%
EFS
772
Essex Financial Services
Connecticut
$323K +$1.97K +12 +0.6%
PHS
773
Pekin Hardy Strauss
Illinois
$322K
IAIM
774
International Assets Investment Management
Florida
$319K +$165K +1,007 +104%
TAM
775
Trust Asset Management
Texas
$315K +$53.1K +324 +21%

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.