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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
NSIM
901
North Star Investment Management
Illinois
$105K -$26.8K -240 -22%
BONH
902
Bank of New Hampshire
New Hampshire
$105K -$2.23K -20 -2%
AWM
903
Avior Wealth Management
Nebraska
$101K +$86.4K +774 +1,460%
SIM
904
Studio Investment Management
Illinois
$98.6K -$1.78M -15,963 -95%
EA
905
Evolution Advisers
Virginia
$87K +$893 +8 +1%
DIP
906
DT Investment Partners
Pennsylvania
$85.3K
RBC
907
Roble Belko & Company
Pennsylvania
$80K
PFBT
908
Parkside Financial Bank & Trust
Missouri
$79.6K +$447 +4 +0.6%
WPWM
909
Western Pacific Wealth Management
Illinois
$79K -$10.8K -97 -13%
C
910
Covestor
United Kingdom
$77K -$63.7K -570 -47%
KFP
911
Keener Financial Planning
Texas
$74K
SNB
912
Security National Bank
Nebraska
$73.2K
CYG
913
Clean Yield Group
Vermont
$67.2K
ITIM
914
Indiana Trust & Investment Management
Indiana
$67.1K
FHA
915
First Horizon Advisors
Tennessee
$64.3K -$13K -116 -18%
CT
916
Clearstead Trust
Maine
$61.9K
AA
917
Alta Advisers
United Kingdom
$61K
SC
918
Sawyer & Company
Massachusetts
$61K
T
919
TOBAM
France
$57K -$4.8K -43 -8%
WT
920
Washington Trust
Rhode Island
$56.7K
TWC
921
TD Waterhouse Canada
Ontario, Canada
$55.7K +$10.8K +97 +29%
ST
922
Smithfield Trust
Pennsylvania
$53K
PA
923
PSI Advisors
Florida
$51.3K
BWP
924
Baldwin Wealth Partners
Massachusetts
$48.8K
NS
925
NBC Securities
Alabama
$48K

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.