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T. Rowe Price

1,066 hedge funds and large institutions have $18.8B invested in T. Rowe Price in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 425 increasing their positions, 369 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 64

15% more repeat investments, than reductions

Existing positions increased: 425 | Existing positions reduced: 369

13% more call options, than puts

Call options by funds: $259M | Put options by funds: $230M

1% more funds holding

Funds holding: 1,0531,066 (+13)

0.66% less ownership

Funds ownership: 73.57%72.91% (-0.66%)

6% less capital invested

Capital invested by funds: $20B → $18.8B (-$1.27B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
1,066
Holders Change
+13
Holders Change %
+1.23%
% of All Funds
15.4%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
92
Increased
425
Reduced
369
Closed
64
Calls
$259M
Puts
$230M
Net Calls
+$29.4M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IAN
776
Integrated Advisors Network
Texas
$298K -$55.1K -479 -16%
DZ Bank
777
DZ Bank
Germany
$298K +$156K +1,356 +111%
JCM
778
Jacobi Capital Management
Pennsylvania
$296K +$15.6K +136 +6%
NL
779
NWAM LLC
Washington
$296K +$295K +2,563 New
MAM
780
Meeder Asset Management
Ohio
$295K +$284K +2,469 +2,774%
PCS
781
Personal CFO Solutions
New Jersey
$293K +$7.13K +62 +3%
GAM
782
Guinness Asset Management
United Kingdom
$292K -$24.4K -212 -8%
EWA
783
Etesian Wealth Advisors
Oregon
$291K
IF
784
Insight Folios
North Carolina
$291K +$4.03K +35 +1%
AF
785
Arrow Financial
New York
$290K -$6.33K -55 -2%
CAM
786
Cypress Asset Management
Texas
$289K
FMN
787
Financial Management Network
California
$288K +$115 +1 +0%
BRWA
788
B. Riley Wealth Advisors
Florida
$286K -$170K -1,481 -37%
UFF
789
USA Financial Formulas
Michigan
$283K -$39.9K -347 -12%
MIM
790
MTM Investment Management
South Carolina
$283K +$8.74K +76 +3%
GHA
791
GW Henssler & Associates
Georgia
$281K -$7.25K -63 -3%
NFSG
792
Newbridge Financial Services Group
Florida
$280K +$115 +1 +0%
PPW
793
Presilium Private Wealth
Pennsylvania
$278K
LC
794
Lincoln Capital
Nebraska
$277K
RWM
795
Revisor Wealth Management
Ohio
$276K -$204K -1,774 -43%
AWE
796
Avidian Wealth Enterprises
Texas
$276K +$5.98K +52 +2%
MMA
797
Miracle Mile Advisors
California
$275K
BWM
798
Blossom Wealth Management
California
$275K +$3.33K +29 +1%
AAS
799
Avantax Advisory Services
Texas
$274K +$5.87K +51 +2%
CAM
800
Cidel Asset Management
Ontario, Canada
$274K

TROW Hedge Fund Activity: Q2 2024 in Review

1,066 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q2 2024, worth a combined $18.8B — down 6.3% from $20B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new TROW positions and 64 closed out — a net gain of 28 holders — while 425 added to existing stakes and 369 trimmed.

The largest buyer was WMS Partners, adding an estimated $76.5M. The largest seller was Citadel Advisors, cutting an estimated $272M.

  • 1,066 institutional investors held T. Rowe Price (TROW) as of Q2 2024, up from 1,053 in Q1 2024.
  • Funds reported $18.8B of T. Rowe Price stock for Q2 2024, down 6.3% quarter-over-quarter.
  • 92 funds opened new T. Rowe Price positions in Q2 2024 and 64 closed out, a net change of +28 holders.
  • The largest T. Rowe Price buyer in Q2 2024 was WMS Partners, an estimated $76.5M added.
  • The largest T. Rowe Price seller in Q2 2024 was Citadel Advisors, an estimated $272M sold.

Based on aggregated 13F filings for Q2 2024.