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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
AS
1001
Altshuler Shaham
Israel
$7K +$6.56K +40 New
MWP
1002
Meridian Wealth Partners
Pennsylvania
$7K +$6.56K +40 New
WPA
1003
West Paces Advisors
Georgia
$6.01K – – –
SL
1004
Savior LLC
Massachusetts
$6K – – –
RA
1005
Resolute Advisors
California
$6K +$7.38K +45 New
FPS
1006
Fieldpoint Private Securities
Connecticut
$5K -$1.64K -10 -24%
DWP
1007
Destiny Wealth Partners
Florida
$5K – – –
KFP
1008
KB Financial Partners
New Jersey
$5K +$4.76K +29 New
BWM
1009
Baystate Wealth Management
Massachusetts
$4K – – –
HI
1010
Hudock Inc
Pennsylvania
$4K – – –
PCA
1011
Providence Capital Advisors
North Carolina
$4K – – –
VBCG
1012
Valley Brook Capital Group
Pennsylvania
$4K +$3.94K +24 New
SIS
1013
Sound Income Strategies
Florida
$3.26K -$12.5K -76 -80%
APW
1014
Acima Private Wealth
Virginia
$3K – – –
CAM
1015
Close Asset Management
United Kingdom
$3K – – –
CCM
1016
Copeland Capital Management
Pennsylvania
$3K – – –
MLFP
1017
MPS Loria Financial Planners
Illinois
$3K – – –
WAS
1018
Winch Advisory Services
Wisconsin
$3K – – –
MWA
1019
Moser Wealth Advisors
Washington
$3K +$2.46K +15 New
WCM
1020
Wealthcare Capital Management
Virginia
$3K +$2.46K +15 New
BA
1021
Bellwether Advisors
Nebraska
$3K +$3.12K +19 New
AF
1022
Advisornet Financial
Minnesota
$2K – – –
LAS
1023
Lloyd Advisory Services
Georgia
$2K – – –
SFO
1024
Standard Family Office
South Dakota
$2K – – –
VCM
1025
Versant Capital Management
Arizona
$2K – – –
39 40
41
42 43

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.