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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
AA
876
Ancora Advisors
Ohio
$193K +$1.15K +7 +0.6%
FA
877
Fortis Advisors
Pennsylvania
$189K
NL
878
NVWM LLC
Pennsylvania
$186K
ICOM
879
Investment Counselors of Maryland
Maryland
$180K
EFSCE
880
Enterprise Financial Services Corp (EFSC)
Missouri
$172K
SBL
881
Sargent Bickham Lagudis
Colorado
$172K +$126K +771 +335%
JCM
882
Jacobi Capital Management
Pennsylvania
$171K +$38.2K +233 +31%
SBSB
883
Sullivan, Bruyette, Speros & Blaney
Virginia
$156K
SIC
884
Salem Investment Counselors
North Carolina
$154K
APP
885
Alpha Paradigm Partners
Illinois
$153K
HPC
886
HM Payson & Co
Maine
$150K -$39.2K -239 -21%
LC
887
Lindbrook Capital
California
$150K +$3.94K +24 +3%
LWA
888
Lowe Wealth Advisors
Maryland
$148K
HI
889
Harbour Investments
Wisconsin
$147K +$141K +858 New
IA
890
IFP Advisors
Florida
$129K -$48.7K -297 -28%
HFM
891
Harvest Fund Management
China
$121K
LWANC
892
Laurel Wealth Advisors (North Carolina)
North Carolina
$121K
TFM
893
TFC Financial Management
Massachusetts
$121K
BCA
894
Berman Capital Advisors
Georgia
$120K -$32.5K -198 -22%
WAP
895
Wealthcare Advisory Partners
Pennsylvania
$116K +$111K +677 New
RBC
896
Roble Belko & Company
Pennsylvania
$113K
HFA
897
Hoover Financial Advisors
Pennsylvania
$111K +$1.8K +11 +2%
AIM
898
Acropolis Investment Management
Missouri
$108K -$35.3K -215 -25%
CI
899
CX Institutional
Indiana
$105K -$1.48K -9 -1%
CFGS
900
Concourse Financial Group Securities
Alabama
$100K +$164 +1 +0.2%

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.