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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
PIM
576
Penobscot Investment Management
Massachusetts
$646K -$11.3K -100 -2%
HSA
577
HBK Sorce Advisory
Pennsylvania
$641K +$314K +2,772 +89%
LNWWM
578
Laird Norton Wetherby Wealth Management
California
$641K +$60K +530 +10%
PFM
579
Parsec Financial Management
North Carolina
$641K +$9.05K +80 +1%
AIM
580
Anchor Investment Management
South Carolina
$639K +$2.04K +18 +0.3%
AWM
581
Accel Wealth Management
Iowa
$634K +$25.3K +224 +4%
KPWS
582
Kestra Private Wealth Services
Texas
$630K -$230K -2,036 -26%
CIP
583
Cornerstone Investment Partners
Georgia
$625K +$648K +5,730 New
BFS
584
Bard Financial Services
Connecticut
$622K +$14.1K +125 +2%
BFG
585
Bleakley Financial Group
New Jersey
$620K +$643K +5,682 New
WT
586
Whittier Trust
California
$617K +$73.8K +652 +13%
IC
587
IEQ Capital
California
$617K -$325K -2,873 -34%
PT
588
Plimoth Trust
Massachusetts
$616K -$28.9K -255 -4%
SEM
589
Suncoast Equity Management
Florida
$616K +$11.9K +105 +2%
GT
590
Greenleaf Trust
Michigan
$612K -$90.9K -803 -13%
SA
591
Strategic Advisors
New York
$611K -$45.3K -400 -7%
CA
592
Cullinan Associates
Kentucky
$610K +$305K +2,695 +93%
BBVA
593
Banco Bilbao Vizcaya Argentaria
Spain
$608K +$22.4K +198 +4%
PFGIA
594
Patriot Financial Group Insurance Agency
Massachusetts
$607K -$55.2K -488 -8%
MNBTD
595
Moody National Bank Trust Division
Texas
$606K
PMEF
596
Point72 Middle East FZE
United Arab Emirates
$603K +$626K +5,533 New
Wolverine Trading
597
Wolverine Trading
Illinois
$603K -$224K -1,981 -26%
MCM
598
Mendel Capital Management
Arkansas
$603K +$204K +1,800 +48%
AWM
599
Apollon Wealth Management
South Carolina
$593K +$182K +1,605 +42%
TCM
600
Teza Capital Management
Illinois
$591K +$613K +5,418 New

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.