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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
PWA
801
Phoenix Wealth Advisors
North Carolina
$261K -$6.81K -61 -3%
RCM
802
Radnor Capital Management
Pennsylvania
$260K -$28.5K -255 -11%
PGFC
803
Peapack-Gladstone Financial Corp
New Jersey
$260K +$1.45K +13 +0.6%
CWM
804
Cornerstone Wealth Management
Missouri
$259K +$112 +1 +0%
LC
805
LCNB Corp
Ohio
$257K -$444K -3,979 -65%
OCBCO
806
Oversea-Chinese Banking Corp (OCBC)
Singapore
$255K +$234K +2,092 New
CWG
807
Cornerstone Wealth Group
North Carolina
$254K +$233K +2,086 New
BTWM
808
Baker Tilly Wealth Management
Wisconsin
$254K -$47.9K -429 -17%
IPW
809
Invictus Private Wealth
Colorado
$253K -$24.1K -216 -9%
SC
810
Syon Capital
California
$250K -$204K -1,829 -47%
CCA
811
Checchi Capital Advisers
California
$249K +$228K +2,041 New
SP
812
Symmetry Partners
Connecticut
$248K +$228K +2,037 New
PWM
813
Paulson Wealth Management
Illinois
$247K +$10.6K +95 +5%
SF
814
Summit Financial
New Jersey
$246K -$4.8K -43 -2%
LA
815
Lane & Associates
New Jersey
$245K +$12.1K +108 +6%
MSG
816
Main Street Group
Virginia
$243K
WCM Investment Management
817
WCM Investment Management
California
$242K +$14.4K +129 +7%
PCM
818
Prelude Capital Management
New York
$241K +$220K +1,973 New
AAS
819
Ameritas Advisory Services
Nebraska
$239K +$239K +2,137 New
MC
820
Moors & Cabot
Massachusetts
$238K -$120K -1,073 -35%
MPIA
821
Mountain Pacific Investment Advisers
Idaho
$238K +$218K +1,950 New
WC
822
Weil Company
California
$236K +$2.23K +20 +1%
EFS
823
Essex Financial Services
Connecticut
$236K +$5.25K +47 +2%
JIC
824
Joel Isaacson & Co
New York
$236K
BFA
825
Bill Few Associates
Pennsylvania
$234K +$215K +1,922 New

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.