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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
BWM
776
Blossom Wealth Management
California
$288K +$5.03K +45 +2%
SIA
777
Soltis Investment Advisors
Utah
$287K +$2.35K +21 +0.9%
CI
778
Cigna Investments
Connecticut
$287K
CFG
779
Cooper Financial Group
California
$287K +$5.58K +50 +2%
FM
780
Foster & Motley
Ohio
$286K +$262K +2,344 New
BAM
781
Belpointe Asset Management
Nevada
$286K +$4.24K +38 +2%
AWE
782
Avidian Wealth Enterprises
Texas
$285K +$2.46K +22 +0.9%
LCM
783
Liberty Capital Management
Michigan
$284K
AAS
784
Avantax Advisory Services
Texas
$284K -$4.36K -39 -2%
WCM
785
Whitener Capital Management
North Carolina
$283K +$49.1K +440 +23%
BPFA
786
Barnes Pettey Financial Advisors
Mississippi
$280K
IFU
787
iSAM Funds (UK)
United Kingdom
$280K -$582K -5,209 -69%
CG
788
Caprock Group
Idaho
$277K +$2.01K +18 +0.8%
IW
789
Imprint Wealth
South Carolina
$275K +$2.9K +26 +1%
FMLI
790
Fukoku Mutual Life Insurance
Japan
$275K
CAM
791
Columbia Asset Management
Michigan
$274K
BEI
792
Benjamin Edwards Inc
Missouri
$272K +$4.8K +43 +2%
WCF
793
West Coast Financial
California
$272K +$249K +2,230 New
SW
794
SVB Wealth
Massachusetts
$271K -$72.9K -653 -23%
AIA
795
Affinity Investment Advisors
California
$265K
RGC
796
Roberts, Glore & Co
Illinois
$264K
AIC
797
Archer Investment Corporation
Indiana
$263K +$241K +2,157 New
SN
798
Sittner & Nelson
Oregon
$262K +$11.2K +100 +5%
SAM
799
Strategy Asset Managers
California
$261K +$239K +2,143 New
WDA
800
Wendell David Associates
New Hampshire
$261K -$83.8K -750 -26%

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.