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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
BFA
801
Bill Few Associates
Pennsylvania
$270K +$48.2K +419 +22%
FFN
802
Focus Financial Network
Minnesota
$269K +$261K +2,273 New
LCM
803
Liberty Capital Management
Michigan
$269K
CFG
804
Cooper Financial Group
California
$268K -$3.22K -28 -1%
CI
805
Cigna Investments
Connecticut
$268K -$4.6K -40 -2%
JCIA
806
Jackson Creek Investment Advisors
Colorado
$268K +$268K +2,327 New
WCM
807
Whitener Capital Management
North Carolina
$268K
BPFA
808
Barnes Pettey Financial Advisors
Mississippi
$265K
SW
809
SVB Wealth
Massachusetts
$264K +$7.82K +68 +3%
FPAS
810
Focus Partners Advisor Solutions
Missouri
$263K +$65.6K +570 +33%
HWM
811
HB Wealth Management
Georgia
$263K +$46.2K +402 +21%
FMLI
812
Fukoku Mutual Life Insurance
Japan
$260K
ESB
813
Essex Savings Bank
Connecticut
$259K +$28.9K +251 +13%
SIA
814
Soltis Investment Advisors
Utah
$259K -$12.5K -109 -5%
EH
815
Equitable Holdings
New York
$257K -$19.2K -167 -7%
WCF
816
West Coast Financial
California
$257K
PWA
817
Phoenix Wealth Advisors
North Carolina
$254K +$7.71K +67 +3%
RGC
818
Roberts, Glore & Co
Illinois
$250K
BSW
819
Buckingham Strategic Wealth
Missouri
$249K +$248K +2,157 New
AIC
820
Archer Investment Corporation
Indiana
$249K
AAS
821
Ameritas Advisory Services
Nebraska
$249K +$2.19K +19 +0.9%
CWG
822
Cornerstone Wealth Group
North Carolina
$248K +$7.93K +69 +3%
SN
823
Sittner & Nelson
Oregon
$248K
WDA
824
Wendell David Associates
New Hampshire
$247K
PBO
825
Peoples Bank (Ohio)
Ohio
$246K +$246K +2,135 New

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.