We are live on ! Find out more
TROW icon

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
CJ
1026
Caitlin John
Michigan
$2.56K -$112 -1 -5%
DPW
1027
DiNuzzo Private Wealth
Pennsylvania
$2.44K +$112 +1 +5%
DF
1028
Dunhill Financial
United Kingdom
$2.25K +$223 +2 +13%
APW
1029
Acima Private Wealth
Virginia
$2.07K – – –
NCM
1030
Northwest Capital Management
Oregon
$2.07K – – –
PCM
1031
Penserra Capital Management
California
$2K -$114K -1,017 -98%
CMP
1032
Coston McIsaac & Partners
Maine
$2K – – –
AW
1033
Avion Wealth
Texas
$2K +$558 +5 +50%
FMP
1034
Financial Management Professionals
Texas
$2K +$558 +5 +45%
CSB
1035
City State Bank
Iowa
$2K +$1.79K +16 New
AAP
1036
Arax Advisory Partners
Colorado
$1.95K – – –
DFA
1037
DHJJ Financial Advisors
Illinois
$1.58K – – –
LWANC
1038
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.58K +$1.45K +13 New
RFG
1039
RFP Financial Group
Georgia
$1.58K +$1.45K +13 New
APC
1040
Aspire Private Capital
North Carolina
$1.46K – – –
LSA
1041
Leonteq Securities AG
Switzerland
$1.34K -$5.36K -48 -81%
SWM
1042
Sanctuary Wealth Management
Idaho
$1.34K – – –
WWP
1043
WR Wealth Planners
Missouri
$1.34K +$1.23K +11 New
VWA
1044
Valued Wealth Advisors
Utah
$1.22K -$2.68K -24 -71%
GJIA
1045
Glass Jacobson Investment Advisors
Maryland
$1.22K – – –
WPA
1046
West Paces Advisors
Georgia
$1.1K – – –
TFA
1047
Transamerica Financial Advisors
Florida
$1K – – –
FRA
1048
Frank Rimerman Advisors
California
$975 +$893 +8 New
FGAM
1049
Financial Gravity Asset Management
Texas
$776 +$670 +6 New
PCMC
1050
Planning Capital Management Corporation
Pennsylvania
$732 -$7.15K -64 -91%
40 41
42
43 44

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.