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T. Rowe Price
TROW

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: 22 → 26 (+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: 1,011 → 1,037 (+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

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$141M
2
BlackRock
BlackRock
New York
+$98M
3
State Street
State Street
Massachusetts
+$66.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$48M
5
JP Morgan Chase
JP Morgan Chase
New York
+$46.4M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$229M
2
First Trust Advisors
First Trust Advisors
Illinois
-$145M
3
SSA
Schonfeld Strategic Advisors
New York
-$36.1M
4
Charles Schwab
Charles Schwab
California
-$34.6M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$31.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FI
976
FormulaFolio Investments
Michigan
$13K -$1.53M -9,338 -99%
AW
977
Avion Wealth
Texas
$13K – – –
BFC
978
Bedel Financial Consulting
Indiana
$13K – – –
ACA
979
Atlas Capital Advisors
Wyoming
$12K +$11.5K +70 New
RCA
980
Ranch Capital Advisors
Florida
$12K – – –
MCM
981
MV Capital Management
Maryland
$12K +$164 +1 +1%
HIM
982
Hillsdale Investment Management
Ontario, Canada
$11K – – –
IRC
983
Investors Research Corp
Georgia
$11K – – –
Loomis, Sayles & Company
984
Loomis, Sayles & Company
Massachusetts
$11K +$10.2K +62 New
FGAM
985
Financial Gravity Asset Management
Texas
$10.6K +$9.18K +56 +1,120%
CFD
986
Creative Financial Designs
Indiana
$10K – – –
EWA
987
Evolution Wealth Advisors
Florida
$10K – – –
TAIM
988
TD Ameritrade Investment Management
Nebraska
$10K – – –
HFA
989
HC Financial Advisors
California
$9K – – –
SFSIG
990
San Francisco Sentry Investment Group
California
$9K – – –
WT
991
Washington Trust
Rhode Island
$9K – – –
BWA
992
BDO Wealth Advisors
Florida
$9K +$8.69K +53 New
RE
993
RBC Europe
United Kingdom
$8.41K +$8.04K +49 New
EI
994
Ellevest Inc
New York
$8K -$27.6K -168 -79%
MSFP
995
Mark Sheptoff Financial Planning
Connecticut
$8K – – –
TF
996
Tompkins Financial
New York
$8K – – –
SWA
997
Sutton Wealth Advisors
Florida
$7.21K +$328 +2 +5%
M
998
MOTCO
Texas
$7K -$2.79K -17 -30%
CWM
999
Cedar Wealth Management
California
$7K – – –
SN
1000
Sittner & Nelson
Oregon
$7K – – –
38 39
40
41 42

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.