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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
LIM
601
Longfellow Investment Management
Massachusetts
$590K +$1.81K +16 +0.3%
SWA
602
Stratos Wealth Advisors
Ohio
$588K -$15.8K -140 -3%
MWM
603
Madison Wealth Management
Ohio
$586K -$13.2K -117 -2%
SCA
604
Sippican Capital Advisors
Massachusetts
$584K +$606K +5,359 New
VAG
605
VisionPoint Advisory Group
Texas
$579K -$118K -1,047 -18%
TRCT
606
Tower Research Capital (TRC)
New York
$574K -$1.79M -15,841 -75%
AC
607
AXQ Capital
New Jersey
$573K +$594K +5,254 New
SRIM
608
Saratoga Research & Investment Management
California
$572K -$4.98K -44 -0.8%
SAM
609
Sawgrass Asset Management
Florida
$569K -$679 -6 -0.1%
CPA
610
Court Place Advisors
Maryland
$569K
GWAM
611
Guardian Wealth Advisors (Minnesota)
Minnesota
$569K +$92.9K +821 +19%
SFI
612
Siemens Fonds Invest
Germany
$563K -$62K -548 -10%
BIM
613
Baldwin Investment Management
Pennsylvania
$562K
S
614
Seeyond
France
$560K -$11.3K -100 -2%
VVP
615
Venture Visionary Partners
Ohio
$554K -$4.41K -39 -0.8%
AA
616
Argent Advisors
Louisiana
$549K +$1.25K +11 +0.2%
HWAM
617
Hennion & Walsh Asset Management
New Jersey
$544K -$144K -1,274 -20%
HT
618
HighTower Trust
Texas
$543K -$627K -5,540 -52%
SWM
619
Scissortail Wealth Management
Oklahoma
$538K +$518K +4,574 New
S
620
SignatureFD
Georgia
$535K -$117K -1,030 -17%
Federated Hermes
621
Federated Hermes
Pennsylvania
$529K -$813K -7,186 -60%
BL
622
Balentine LLC
Georgia
$525K -$97K -857 -15%
EMG
623
ETF Managers Group
New Jersey
$523K +$25.8K +228 +5%
SIM
624
Stratos Investment Management
Ohio
$523K +$1.92K +17 +0.4%
AAS
625
Ameritas Advisory Services
Nebraska
$521K +$197K +1,741 +57%

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.