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
IWM
826
IHT Wealth Management
Illinois
$257K +$245K +1,496 New
GWSG
827
GPS Wealth Strategies Group
Colorado
$257K +$246K +1,498 New
Lido Advisors
828
Lido Advisors
California
$256K -$5.58K -34 -2%
SEC
829
Seven Eight Capital
New York
$253K
AWM
830
Accel Wealth Management
Iowa
$250K +$984 +6 +0.4%
SIM
831
Sonora Investment Management
Arizona
$246K
BRM
832
Boston Research & Management
Massachusetts
$243K
TMAM
833
Tokio Marine Asset Management
Japan
$241K +$230K +1,405 New
BAIA
834
Bel Air Investment Advisors
California
$240K +$229K +1,396 New
CMBA
835
C.M. Bidwell & Associates
Hawaii
$239K -$133K -811 -37%
ACM
836
Advisors Capital Management
New Jersey
$239K +$228K +1,393 New
MSWMA
837
Market Street Wealth Management Advisors
Indiana
$237K
D
838
Diversified
Delaware
$235K +$2.62K +16 +1%
VFA
839
Valeo Financial Advisors
Indiana
$234K +$1.8K +11 +0.8%
JAG
840
Journey Advisory Group
Kentucky
$233K +$223K +1,357 New
GD
841
Grandfield & Dodd
New York
$230K
DWM
842
Destination Wealth Management
California
$229K -$43.6K -266 -17%
AA
843
Argent Advisors
Louisiana
$228K
STC
844
Sarah T. Connolly
$227K -$667K -4,070 -75%
ZB
845
Zions Bancorporation
Utah
$226K +$49.7K +303 +30%
VHAM
846
Van Hulzen Asset Management
California
$225K -$2.62K -16 -1%
CA
847
Clearstead Advisors
Ohio
$225K
LWCFA
848
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$224K +$4.92K +30 +2%
IIA
849
ICW Investment Advisors
Arizona
$224K +$215K +1,308 New
ACM
850
Azimuth Capital Management
Michigan
$223K +$213K +1,300 New

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.