We are live on ! Find out more
TROW icon

T. Rowe Price

1,021 hedge funds and large institutions have $18.9B invested in T. Rowe Price in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 379 increasing their positions, 364 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 86

19% more call options, than puts

Call options by funds: $194M | Put options by funds: $164M

5% more capital invested

Capital invested by funds: $18B → $18.9B (+$942M)

2% more funds holding

Funds holding: 1,0011,021 (+20)

1.9% more ownership

Funds ownership: 76.34%78.24% (+1.9%)

4% more repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 364

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
1,021
Holders Change
+20
Holders Change %
+2%
% of All Funds
16.41%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.23%
New
125
Increased
379
Reduced
364
Closed
86
Calls
$194M
Puts
$164M
Net Calls
+$30.4M
Net Calls Change
+$36.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AFC
501
AFT Forsyth & Company
Florida
$1.01M -$119K -1,049 -10%
BFG
502
Beacon Financial Group
Texas
$1M +$1.7K +15 +0.2%
AIM
503
Achmea Investment Management
Netherlands
$1M +$384K +3,391 +53%
CTC
504
Central Trust Company
Missouri
$1M -$17.6K -156 -2%
WI
505
WBI Investments
New Jersey
$988K +$1.02M +9,059 New
PFS
506
Prospera Financial Services
Texas
$978K -$16.7K -148 -2%
BLAM
507
Bourne Lent Asset Management
New York
$977K
BIA
508
Beacon Investment Advisors
Maryland
$974K +$1.01M +8,929 New
EC
509
Estate Counselors
Wisconsin
$962K
CICI
510
Capital Investment Counsel Inc
North Carolina
$955K +$135K +1,190 +16%
Wealthfront Advisers
511
Wealthfront Advisers
California
$944K -$229K -2,027 -19%
HI
512
Horizon Investments
North Carolina
$934K +$704K +6,223 +266%
PHIC
513
Pine Haven Investment Counsel
Massachusetts
$933K +$37.9K +335 +4%
EGM
514
Engineers Gate Manager
New York
$916K +$618K +5,461 +186%
NEI
515
Northwest & Ethical Investments
Ontario, Canada
$910K +$155K +1,374 +20%
DM
516
Delphi Management
Massachusetts
$908K +$942K +8,328 New
DFA
517
Delta Financial Advisors
Louisiana
$906K -$50.7K -448 -5%
WTC
518
WhitTier Trust Company
Nevada
$902K -$170K -1,505 -15%
AF
519
Allworth Financial
California
$896K -$56.6K -500 -6%
LC
520
LCNB Corp
Ohio
$893K +$29.4K +260 +3%
Cetera Investment Advisers
521
Cetera Investment Advisers
Illinois
$887K -$103K -910 -10%
KRSITF
522
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$882K
NA
523
NewEdge Advisors
Louisiana
$874K +$324K +2,861 +30%
RFC
524
Regions Financial Corp
Alabama
$867K -$64.5K -570 -7%
OPS
525
Orion Portfolio Solutions
Nebraska
$863K +$314K +2,771 +54%

TROW Hedge Fund Activity: Q4 2022 in Review

1,021 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q4 2022, worth a combined $18.9B — up 5.2% from $18B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new TROW positions and 86 closed out — a net gain of 39 holders — while 379 added to existing stakes and 364 trimmed.

The largest buyer was Vanguard Group, adding an estimated $401M. The largest seller was JP Morgan Chase, cutting an estimated $253M.

  • 1,021 institutional investors held T. Rowe Price (TROW) as of Q4 2022, up from 1,001 in Q3 2022.
  • Funds reported $18.9B of T. Rowe Price stock for Q4 2022, up 5.2% quarter-over-quarter.
  • 125 funds opened new T. Rowe Price positions in Q4 2022 and 86 closed out, a net change of +39 holders.
  • The largest T. Rowe Price buyer in Q4 2022 was Vanguard Group, an estimated $401M added.
  • The largest T. Rowe Price seller in Q4 2022 was JP Morgan Chase, an estimated $253M sold.

Based on aggregated 13F filings for Q4 2022.