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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
SCM
926
Silvant Capital Management
Georgia
$46.5K
ATC
927
Adirondack Trust Company
New York
$45.7K
MCM
928
MV Capital Management
Maryland
$45.5K +$112 +1 +0.3%
1832 Asset Management
929
1832 Asset Management
Ontario, Canada
$43.9K
CFO
930
CVA Family Office
Colorado
$43.9K
BSB
931
Bangor Savings Bank
Maine
$42.7K
TFM
932
TFC Financial Management
Massachusetts
$42.7K
QC
933
Quent Capital
New York
$42.4K +$3.13K +28 +9%
TPCW
934
TD Private Client Wealth
New York
$41.7K -$112 -1 -0.3%
HWA
935
Heritage Wealth Advisors
Virginia
$39.7K +$447 +4 +1%
SRCM
936
Signature Resources Capital Management
California
$39.4K
CWC
937
Carolinas Wealth Consulting
North Carolina
$38.8K -$756K -6,767 -96%
PPC
938
Park Place Capital
Alabama
$38.5K +$1.79K +16 +5%
FFWA
939
FRG Family Wealth Advisors
Washington
$38.4K +$39.1K +350 New
CFGS
940
Concourse Financial Group Securities
Alabama
$37.6K -$8.38K -75 -20%
MHR
941
Matthew Hamilton Rosenberg
$37.4K -$3.02K -27 -8%
EWA
942
EverSource Wealth Advisors
Alabama
$36.3K +$17.9K +160 +94%
LS
943
Livforsakringsbolaget Skandia
Sweden
$36.2K
ADL
944
Asset Dedication LLC
California
$36K
GKIM
945
GW&K Investment Management
Massachusetts
$36K +$335 +3 +1%
WB
946
Webster Bank
Connecticut
$35.5K
CT
947
Cambridge Trust
Massachusetts
$32.4K -$15K -134 -34%
FUBT
948
First United Bank & Trust
Maryland
$32.2K -$2.79K -25 -9%
CSC
949
Caldwell Sutter Capital
California
$31.8K -$3.69K -33 -11%
BCMLT
950
Beacon Capital Management LLC (Tennessee)
Tennessee
$31.4K +$335 +3 +1%

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.