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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
KFI
951
Key Financial Inc
Pennsylvania
$25K
TSW
952
Thompson Siegel & Walmsley
Virginia
$25K +$1.15K +7 +5%
APC
953
Aspire Private Capital
North Carolina
$25K +$21.3K +130 +813%
SFMG
954
Sage Financial Management Group
Virginia
$24K +$23K +140 New
SLF
955
Sun Life Financial
Ontario, Canada
$23K +$164 +1 +0.7%
AWA
956
Artemis Wealth Advisors
New York
$22.1K +$21.2K +129 New
ANBT
957
American National Bank & Trust
Texas
$22K -$841K -5,130 -98%
Nisa Investment Advisors
958
Nisa Investment Advisors
Missouri
$21.5K +$3.79M +23,135 +23%
AP
959
Atwood & Palmer
Missouri
$21K
CIA
960
CSat Investment Advisory
Michigan
$21K +$1.31K +8 +7%
EARNEST Partners
961
EARNEST Partners
Georgia
$20K
GAM
962
Gemmer Asset Management
California
$20K
AIG
963
American International Group
New York
$19.9K -$3.97M -24,232 -17%
HFS
964
HBC Financial Services
Washington
$19.7K
ADL
965
Asset Dedication LLC
California
$18K
CCA
966
Column Capital Advisors
Indiana
$17K
FMTCOCP
967
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K
KTC
968
Kistler-Tiffany Companies
Pennsylvania
$17K
LFG
969
Larson Financial Group
Missouri
$17K
LF
970
Lee Financial
Texas
$17K +$16.4K +100 New
MWM
971
Mascoma Wealth Management
New Hampshire
$17K +$16.4K +100 New
Jones Financial Companies
972
Jones Financial Companies
Missouri
$16K -$26.1K -159 -64%
GCM
973
Gables Capital Management
Florida
$16K
CWM
974
Cranbrook Wealth Management
Michigan
$16K +$15.6K +95 New
BMD
975
Better Money Decisions
New Mexico
$15K +$14.3K +87 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.