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T. Rowe Price
TROW

1,054 hedge funds and large institutions have $18.1B invested in T. Rowe Price in 2023 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 303 increasing their positions, 489 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 79

15% more call options, than puts

Call options by funds: $199M | Put options by funds: $173M

4% more funds holding

Funds holding: 1,014 → 1,054 (+40)

2% more capital invested

Capital invested by funds: $17.7B → $18.1B (+$353M)

0.18% less ownership

Funds ownership: 75.39% → 75.21% (-0.18%)

33% less funds holding in top 10

Funds holding in top 10: 12 → 8 (-4)

38% less repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 489

Holders
1,054
Holders Change
+40
Holders Change %
+3.94%
% of All Funds
15.37%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
132
Increased
303
Reduced
489
Closed
79
Calls
$199M
Puts
$173M
Net Calls
+$25.8M
Net Calls Change
-$7.1M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$263M
2
UBS Group
UBS Group
Switzerland
+$80.2M
3
Marshall Wace
Marshall Wace
United Kingdom
+$74.8M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$68M
5
Citadel Advisors
Citadel Advisors
Florida
+$56M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$209M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$111M
3
SC
SRB Corp
Massachusetts
-$101M
4
Norges Bank
Norges Bank
Norway
-$84.1M
5
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$41.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
376
MSH Capital Advisors
Arizona
$1.95M -$3.19K -32 -0.2%
CAN
377
Cetera Advisor Networks
California
$1.93M -$1.66M -16,716 -48%
KRS
378
Kentucky Retirement Systems
Kentucky
$1.93M -$49.3K -495 -3%
VPIM
379
Vanguard Personalized Indexing Management
California
$1.92M -$215K -2,159 -11%
TFCP
380
Twin Focus Capital Partners
Massachusetts
$1.92M – – –
DA
381
Duality Advisers
Florida
$1.9M +$1.75M +17,601 New
LA
382
LBP AM
France
$1.88M +$1.74M +17,474 New
VWMG
383
Virginia Wealth Management Group
Virginia
$1.88M -$898K -9,013 -34%
SCA
384
Sippican Capital Advisors
Massachusetts
$1.86M +$92.6K +930 +6%
GAM
385
Griffin Asset Management
New York
$1.84M -$4.48K -45 -0.3%
CG
386
Cynosure Group
Utah
$1.84M +$1.02M +10,258 +151%
TCM
387
Teza Capital Management
Illinois
$1.82M +$861K +8,641 +104%
LBC
388
Lowe Brockenbrough & Co
Virginia
$1.82M +$35.9K +360 +2%
MSRPS
389
Maryland State Retirement & Pension System
Maryland
$1.81M – – –
TC
390
TAP Consulting
Missouri
$1.81M -$202K -2,032 -11%
SIM
391
Studio Investment Management
Illinois
$1.81M +$277K +2,778 +20%
UCFA
392
United Capital Financial Advisors
Texas
$1.8M -$1M -10,064 -38%
PRC
393
Pearl River Capital
Michigan
$1.79M +$1.29M +13,001 +358%
CCG
394
Cypress Capital Group
Florida
$1.78M -$19.9K -200 -1%
OAM
395
Oak Asset Management
California
$1.78M -$57.3K -575 -3%
SCP
396
Stamos Capital Partners
California
$1.75M +$1.62M +16,280 New
UA
397
Unison Advisors
District of Columbia
$1.75M +$19.1K +192 +1%
PA
398
Pinnacle Associates
New York
$1.74M -$114K -1,147 -7%
RA
399
RFG Advisory
Alabama
$1.74M -$184K -1,848 -10%
D.E. Shaw & Co
400
D.E. Shaw & Co
New York
$1.74M +$582K +5,847 +57%
14 15
16
17 18

TROW Hedge Fund Activity: Q4 2023 in Review

1,054 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q4 2023, worth a combined $18.1B — up 2% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new TROW positions and 79 closed out — a net gain of 53 holders — while 303 added to existing stakes and 489 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $263M. The largest seller was JP Morgan Chase, cutting an estimated $209M.

  • 1,054 institutional investors held T. Rowe Price (TROW) as of Q4 2023, up from 1,014 in Q3 2023.
  • Funds reported $18.1B of T. Rowe Price stock for Q4 2023, up 2% quarter-over-quarter.
  • 132 funds opened new T. Rowe Price positions in Q4 2023 and 79 closed out, a net change of +53 holders.
  • The largest T. Rowe Price buyer in Q4 2023 was Morgan Stanley, an estimated $263M added.
  • The largest T. Rowe Price seller in Q4 2023 was JP Morgan Chase, an estimated $209M sold.

Based on aggregated 13F filings for Q4 2023.