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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
PIP
651
Peachtree Investment Partners
Florida
$433K -$2.83K -25 -0.6%
BCA
652
Bay Colony Advisors
Massachusetts
$430K +$5.21K +46 +1%
WSFS
653
Wilmington Savings Fund Society
Delaware
$430K
ECM
654
Evergreen Capital Management
Washington
$426K +$160K +1,416 +57%
CG
655
Cutler Group
California
$425K +$441K +3,898 New
RPC
656
Rossmore Private Capital
Connecticut
$423K -$24.9K -220 -5%
OIA
657
OneDigital Investment Advisors
Kansas
$421K +$83.2K +735 +24%
AF
658
Arrow Financial
New York
$421K
DGAM
659
Desjardins Global Asset Management
Quebec, Canada
$410K -$170K -1,506 -29%
FT
660
Fiduciary Trust
Massachusetts
$409K -$25.5K -225 -6%
AG
661
AIA Group
Hong Kong
$409K +$138K +1,223 +48%
VWA
662
V Wealth Advisors
Kansas
$406K -$27.3K -241 -6%
PWC
663
PYA Waltman Capital
Tennessee
$404K +$93K +822 +29%
RCM
664
Radnor Capital Management
Pennsylvania
$403K
PGFC
665
Peapack-Gladstone Financial Corp
New Jersey
$403K +$2.6K +23 +0.6%
BIA
666
BHK Investment Advisors
Alabama
$402K +$46.5K +411 +13%
NL
667
NVWM LLC
Pennsylvania
$401K -$33.8K -299 -8%
BEI
668
Benjamin Edwards Inc
Missouri
$400K -$891K -7,874 -68%
FCI
669
Financial Counselors Inc
Kansas
$399K -$83.3K -736 -17%
FTDI
670
First Trust Direct Indexing
Massachusetts
$398K +$88.6K +783 +27%
SFA
671
Sequoia Financial Advisors
Ohio
$396K -$1.04M -9,233 -72%
CA
672
Cetera Advisors
Colorado
$393K +$148K +1,311 +57%
TMAM
673
Tokio Marine Asset Management
Japan
$393K +$29.5K +261 +8%
GL
674
Graypoint LLC
New York
$392K +$40.2K +355 +11%
PTC
675
Private Trust Company
Ohio
$389K +$2.6K +23 +0.6%

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.