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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
AWM
1076
AE Wealth Management
Kansas
-$2.43M -22,066 Closed
FC
1077
FORA Capital
Florida
-$2.25M -20,855 Closed
QCM
1078
Qsemble Capital Management
New York
-$1.97M -18,277 Closed
DA
1079
Duality Advisers
Florida
-$1.9M -17,601 Closed
LA
1080
LBP AM
France
-$1.88M -17,474 Closed
VWMG
1081
Virginia Wealth Management Group
Virginia
-$1.88M -17,429 Closed
CG
1082
Cynosure Group
Utah
-$1.84M -17,071 Closed
QT
1083
Quantbot Technologies
New York
-$1.64M -15,198 Closed
PCM
1084
Prana Capital Management
Connecticut
-$1.57M -14,624 Closed
JWM
1085
JGP Wealth Management
Oregon
-$1.47M -13,658 Closed
HIC
1086
Hartline Investment Corp
Illinois
-$1.4M -13,025 Closed
QC
1087
Quadrature Capital
United Kingdom
-$1.39M -12,871 Closed
MAP
1088
Moody Aldrich Partners
Massachusetts
-$1.28M -11,901 Closed
PI
1089
PEAK6 Investments
Illinois
-$1.23M -11,017 Closed
GCP
1090
Garda Capital Partners
Minnesota
-$1.17M -10,436 Closed
CIC
1091
Chase Investment Counsel
Virginia
-$1.08M -10,000 Closed
GCP
1092
GSA Capital Partners
United Kingdom
-$1.06M -9,831 Closed
AC
1093
AXQ Capital
New Jersey
-$915K -8,500 Closed
FA
1094
FDx Advisors
Illinois
-$900K -8,353 Closed
MWM
1095
Mission Wealth Management
California
-$863K -8,012 Closed
NRD
1096
Nebula Research & Development
New York
-$807K -7,490 Closed
CFM
1097
Crawford Fund Management
Massachusetts
-$775K -7,200 Closed
FHB
1098
First Hawaiian Bank
Hawaii
-$704K -6,539 Closed
TI
1099
Trexquant Investment
Connecticut
-$671K -6,230 Closed
FI
1100
FJ Investments
Utah
-$614K -5,700 Closed

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.