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T. Rowe Price
TROW

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: 8 → 11 (+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: 1,054 → 1,053 (-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

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$180M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$137M
3
Citadel Advisors
Citadel Advisors
Florida
+$132M
4
KBC Group
KBC Group
Belgium
+$32.9M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
+$29.7M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$366M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$98.6M
3
State Street
State Street
Massachusetts
-$74.5M
4
American Century Companies
American Century Companies
Missouri
-$57.7M
5
Marshall Wace
Marshall Wace
United Kingdom
-$51M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1001
Harvest Fund Management
China
$8K – – –
HWP
1002
Highline Wealth Partners
California
$7.97K – – –
CA
1003
Continuum Advisory
Idaho
$7.57K +$7.59K +68 New
ZB
1004
Zions Bancorporation
Utah
$6.71K +$447 +4 +8%
SA
1005
Scarborough Advisors
Maryland
$6.58K – – –
RS
1006
Rakuten Securities
Japan
$6.1K -$5.36K -48 -49%
MSFP
1007
Mark Sheptoff Financial Planning
Connecticut
$5.85K – – –
RCM
1008
Raleigh Capital Management
North Carolina
$5.49K -$60.9K -545 -92%
VCM
1009
Versant Capital Management
Arizona
$5.24K – – –
PWMG
1010
Prestige Wealth Management Group
New Jersey
$5.12K – – –
AWM
1011
Abound Wealth Management
Tennessee
$4.91K +$1.12K +10 +33%
M
1012
MOTCO
Texas
$4.88K – – –
RTL
1013
Red Tortoise LLC
Georgia
$4.88K – – –
AA
1014
Ancora Advisors
Ohio
$4.75K +$4.36K +39 New
SWM
1015
Sugarloaf Wealth Management
Georgia
$4.63K – – –
CTWM
1016
Cherry Tree Wealth Management
Minnesota
$4.57K – – –
TAM
1017
Tucker Asset Management
Colorado
$4.3K – – –
HPC
1018
HM Payson & Co
Maine
$4.02K – – –
GI
1019
Gradient Investments
Minnesota
$3.78K -$3.13K -28 -47%
GC
1020
Globeflex Capital
California
$3.66K – – –
TWP
1021
TFO Wealth Partners
Ohio
$3.41K -$335 -3 -10%
AF
1022
Advisornet Financial
Minnesota
$2.93K +$447 +4 +20%
SIC
1023
SJS Investment Consulting
Ohio
$2.81K – – –
WAS
1024
Winch Advisory Services
Wisconsin
$2.66K – – –
CAC
1025
Core Alternative Capital
Georgia
$2.56K -$7.82K -70 -77%
39 40
41
42 43

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.