We are live on ! Find out more
TROW icon

T. Rowe Price

1,010 hedge funds and large institutions have $19.8B invested in T. Rowe Price in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 447 increasing their positions, 328 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 447 | Existing positions reduced: 328

22% more call options, than puts

Call options by funds: $240M | Put options by funds: $196M

8% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 88

4% more capital invested

Capital invested by funds: $18.9B → $19.8B (+$825M)

0.05% less ownership

Funds ownership: 78.24%78.19% (-0.05%)

1% less funds holding

Funds holding: 1,0211,010 (-11)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
1,010
Holders Change
-11
Holders Change %
-1.08%
% of All Funds
16.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
95
Increased
447
Reduced
328
Closed
88
Calls
$240M
Puts
$196M
Net Calls
+$43.7M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MCP
251
Martin Capital Partners
Oregon
$5.08M +$5.15M +45,033 New
SAM
252
Smithbridge Asset Management
Pennsylvania
$5.05M +$41.4K +362 +0.8%
NC
253
NewSquare Capital
Pennsylvania
$5.03M +$647K +5,665 +15%
MML Investors Services
254
MML Investors Services
Massachusetts
$5.01M +$118K +1,029 +2%
AIA
255
AIMZ Investment Advisors
California
$5M -$32.2K -282 -0.6%
Robeco Institutional Asset Management
256
Robeco Institutional Asset Management
Netherlands
$5M +$71.5K +626 +1%
PI
257
PineBridge Investments
New York
$5M +$224K +1,956 +5%
II
258
IFM Investors
Australia
$4.74M -$79.1K -692 -2%
MFG
259
Monte Financial Group
Connecticut
$4.72M +$206K +1,803 +5%
CB
260
Cadence Bank
Mississippi
$4.7M +$58.5K +512 +1%
AL
261
Arnhold LLC
New York
$4.67M
Handelsbanken Fonder
262
Handelsbanken Fonder
Sweden
$4.66M +$232K +2,034 +5%
CIBC Asset Management
263
CIBC Asset Management
Ontario, Canada
$4.63M +$36.6K +320 +0.8%
AWP
264
Ascent Wealth Partners
New York
$4.63M +$79.9K +699 +2%
ABC
265
Associated Banc-Corp
Wisconsin
$4.59M -$345K -3,021 -7%
CAMG
266
CWA Asset Management Group
Florida
$4.56M -$560K -4,900 -11%
Skandinaviska Enskilda Banken (SEB)
267
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.48M -$40.8K -357 -0.9%
VNA
268
Valley National Advisers
Pennsylvania
$4.47M -$64K -560 -1%
BFG
269
Beacon Financial Group
Texas
$4.45M +$3.64M +31,842 +378%
URS
270
Utah Retirement Systems
Utah
$4.42M +$11.4K +100 +0.3%
SOADOR
271
State of Alaska Department of Revenue
Alaska
$4.42M -$48K -420 -1%
BWL
272
Bogart Wealth LLC
Virginia
$4.41M +$615K +5,382 +16%
VWM
273
Valley Wealth Managers
New Jersey
$4.34M +$912K +7,982 +26%
CCT
274
Capital City Trust
Florida
$4.31M +$57K +499 +1%
TC
275
TownSquare Capital
Utah
$4.3M +$164K +1,432 +4%

TROW Hedge Fund Activity: Q1 2023 in Review

1,010 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q1 2023, worth a combined $19.8B — up 4.4% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new TROW positions and 88 closed out — a net gain of 7 holders — while 447 added to existing stakes and 328 trimmed.

The largest buyer was BlackRock, adding an estimated $385M. The largest seller was JP Morgan Chase, cutting an estimated $179M.

  • 1,010 institutional investors held T. Rowe Price (TROW) as of Q1 2023, down from 1,021 in Q4 2022.
  • Funds reported $19.8B of T. Rowe Price stock for Q1 2023, up 4.4% quarter-over-quarter.
  • 95 funds opened new T. Rowe Price positions in Q1 2023 and 88 closed out, a net change of +7 holders.
  • The largest T. Rowe Price buyer in Q1 2023 was BlackRock, an estimated $385M added.
  • The largest T. Rowe Price seller in Q1 2023 was JP Morgan Chase, an estimated $179M sold.

Based on aggregated 13F filings for Q1 2023.