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T. Rowe Price

1,066 hedge funds and large institutions have $18.8B invested in T. Rowe Price in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 425 increasing their positions, 369 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 64

15% more repeat investments, than reductions

Existing positions increased: 425 | Existing positions reduced: 369

13% more call options, than puts

Call options by funds: $259M | Put options by funds: $230M

1% more funds holding

Funds holding: 1,0531,066 (+13)

0.66% less ownership

Funds ownership: 73.57%72.91% (-0.66%)

6% less capital invested

Capital invested by funds: $20B → $18.8B (-$1.27B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
1,066
Holders Change
+13
Holders Change %
+1.23%
% of All Funds
15.4%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
92
Increased
425
Reduced
369
Closed
64
Calls
$259M
Puts
$230M
Net Calls
+$29.4M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1026
Ancora Advisors
Ohio
$4.5K
SWM
1027
Sugarloaf Wealth Management
Georgia
$4.38K
CTWM
1028
Cherry Tree Wealth Management
Minnesota
$4.33K
IFAM
1029
Institutional & Family Asset Management
Colorado
$4.27K +$4.25K +37 New
LFG
1030
Larson Financial Group
Missouri
$4.12K -$7.01K -61 -63%
HPC
1031
HM Payson & Co
Maine
$3.81K
TWP
1032
Triad Wealth Partners
Kansas
$3.34K +$3.33K +29 New
FMP
1033
Financial Management Professionals
Texas
$3K +$1.26K +11 +69%
AW
1034
Avion Wealth
Texas
$3K +$1.96K +17 +113%
SIC
1035
SJS Investment Consulting
Ohio
$2.65K
DPW
1036
DiNuzzo Private Wealth
Pennsylvania
$2.65K +$345 +3 +15%
WAS
1037
Winch Advisory Services
Wisconsin
$2.54K
GI
1038
Gradient Investments
Minnesota
$2.54K -$1.03K -9 -29%
CJ
1039
Caitlin John
Michigan
$2.44K
CAC
1040
Core Alternative Capital
Georgia
$2.42K
DF
1041
Dunhill Financial
United Kingdom
$2.18K +$115 +1 +6%
RS
1042
Rakuten Securities
Japan
$2.08K -$3.68K -32 -64%
VWA
1043
Valued Wealth Advisors
Utah
$2.08K +$920 +8 +80%
PCM
1044
Penserra Capital Management
California
$2K
APW
1045
Acima Private Wealth
Virginia
$1.96K
NCM
1046
Northwest Capital Management
Oregon
$1.96K
WWP
1047
WR Wealth Planners
Missouri
$1.84K +$575 +5 +45%
DFA
1048
DHJJ Financial Advisors
Illinois
$1.5K
APC
1049
Aspire Private Capital
North Carolina
$1.38K
RFG
1050
RFP Financial Group
Georgia
$1.27K -$230 -2 -15%

TROW Hedge Fund Activity: Q2 2024 in Review

1,066 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q2 2024, worth a combined $18.8B — down 6.3% from $20B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new TROW positions and 64 closed out — a net gain of 28 holders — while 425 added to existing stakes and 369 trimmed.

The largest buyer was WMS Partners, adding an estimated $76.5M. The largest seller was Citadel Advisors, cutting an estimated $272M.

  • 1,066 institutional investors held T. Rowe Price (TROW) as of Q2 2024, up from 1,053 in Q1 2024.
  • Funds reported $18.8B of T. Rowe Price stock for Q2 2024, down 6.3% quarter-over-quarter.
  • 92 funds opened new T. Rowe Price positions in Q2 2024 and 64 closed out, a net change of +28 holders.
  • The largest T. Rowe Price buyer in Q2 2024 was WMS Partners, an estimated $76.5M added.
  • The largest T. Rowe Price seller in Q2 2024 was Citadel Advisors, an estimated $272M sold.

Based on aggregated 13F filings for Q2 2024.