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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
SAM
976
Smartleaf Asset Management
Massachusetts
$17.4K +$12.2K +109 +311%
CAL
977
Capital Advisors Ltd
Ohio
$17K +$558 +5 +4%
BIA
978
Bell Investment Advisors
California
$16.7K +$7.71K +69 +101%
FFWM
979
Future Financial Wealth Management
Ohio
$16.5K +$15.1K +135 New
AP
980
Aspect Partners
Virginia
$16K
IHWM
981
Iron Horse Wealth Management
Iowa
$14.8K +$12.3K +110 +1,000%
SIS
982
Sound Income Strategies
Florida
$14.3K
FMTCOCP
983
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14K
BGAI
984
Bruce G. Allen Investments
Colorado
$13K +$10.1K +90 +529%
PWMG
985
Private Wealth Management Group
New Jersey
$12.9K +$558 +5 +5%
EAM
986
Eukles Asset Management
Ohio
$12.2K
JFA
987
JNBA Financial Advisors
Minnesota
$12.2K
MWM
988
Mascoma Wealth Management
New Hampshire
$12.2K
LFG
989
Larson Financial Group
Missouri
$11.9K -$9.94K -89 -48%
AWM
990
Atticus Wealth Management
Florida
$11.5K
VWM
991
Venturi Wealth Management
Texas
$11.3K +$3.35K +30 +48%
GWMI
992
Guardian Wealth Management (Illinois)
Illinois
$11.2K -$893 -8 -8%
FFO
993
Fortitude Family Office
Arizona
$11.2K -$24K -215 -70%
VFM
994
Viking Fund Management
North Dakota
$11K
MAM
995
Meeder Asset Management
Ohio
$10.9K +$9.94K +89 New
RWM
996
Ruedi Wealth Management
Illinois
$10.6K +$9.72K +87 New
JWA
997
JFS Wealth Advisors
Pennsylvania
$9.39K -$782 -7 -8%
FPF
998
First Pacific Financial
Washington
$9.14K
PMFA
999
Plante Moran Financial Advisors
Michigan
$9.14K
CAM
1000
Costello Asset Management
Pennsylvania
$8.53K

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.