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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
VAG
951
VisionPoint Advisory Group
Texas
$31.3K -$68.5K -613 -70%
AA
952
Addison Advisors
Vermont
$30.5K -$9.27K -83 -25%
PSB
953
Piscataqua Savings Bank
New Hampshire
$30.2K +$782 +7 +3%
SL
954
Salomon & Ludwin
Virginia
$30K +$5.25K +47 +24%
PP
955
Pacifica Partners
Canada
$29.6K
PO
956
Private Ocean
California
$28.4K
KA
957
Kozak & Associates
Colorado
$26.7K +$223 +2 +0.9%
ATC
958
Advantage Trust Company
Kansas
$25K
FFL
959
Financial Freedom LLC
Ohio
$24.4K
MMG
960
Monetary Management Group
Missouri
$24.4K
USB
961
Union Savings Bank
Connecticut
$24.4K
HCP
962
Hexagon Capital Partners
Arkansas
$22.7K +$3.24K +29 +18%
BTI
963
Blue Trust Inc
Georgia
$22.5K -$37.6K -337 -65%
CA
964
CoreCap Advisors
Michigan
$21.5K +$19.8K +177 New
Federated Hermes
965
Federated Hermes
Pennsylvania
$21.3K -$2.12K -19 -10%
RA
966
Rise Advisors
New York
$20.6K +$18.9K +169 New
MA
967
Montag & Associates
Georgia
$20.1K
LWCFA
968
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20.1K -$55.8K -500 -74%
ME
969
McIlrath & Eck
Washington
$19.9K +$14.4K +129 +379%
FCA
970
FinTrust Capital Advisors
South Carolina
$19.4K
RTC
971
Riverview Trust Company
Washington
$18.4K +$16.9K +151 New
BC
972
Barrett & Company
Rhode Island
$18.3K
TFIPS
973
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18.3K
HNB
974
Hilltop National Bank
Wyoming
$18.3K +$16.8K +150 New
NF
975
Norwood Financial
Pennsylvania
$18.3K +$16.8K +150 New

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.