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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
Nomura Holdings
676
Nomura Holdings
Japan
$389K +$138K +1,217 +52%
WB
677
WesBanco Bank
West Virginia
$387K +$402K +3,552 New
LG
678
LaFleur & Godfrey
Michigan
$377K
TF
679
TIAA FSB
Florida
$376K -$37.5K -331 -9%
FFP
680
FourThought Financial Partners
Florida
$374K +$388K +3,430 New
CCM
681
Coldstream Capital Management
Washington
$372K +$386K +3,413 New
BSI
682
Bennett Selby Investments
Maine
$372K +$112K +990 +41%
AAM
683
Autus Asset Management
Arizona
$366K
DWT
684
Dorsey & Whitney Trust
South Dakota
$360K -$289K -2,558 -44%
CM
685
Capula Management
Cayman Islands
$358K +$371K +3,280 New
MC
686
Middleton & Co
Massachusetts
$357K -$5.66K -50 -2%
RGC
687
Roberts, Glore & Co
Illinois
$355K
NB
688
Nicolet Bankshares
Wisconsin
$353K +$1.58K +14 +0.4%
CGL
689
Clarius Group LLC
Washington
$351K +$44.6K +394 +14%
JAG
690
Journey Advisory Group
Kentucky
$349K -$333K -2,946 -48%
FMLI
691
Fukoku Mutual Life Insurance
Japan
$349K
EW
692
Evoke Wealth
California
$348K -$29.4K -260 -8%
LIM
693
Leavell Investment Management
Alabama
$348K +$2.38K +21 +0.7%
PCOC
694
Power Corp of Canada
Canada
$346K
KWM
695
Kingsview Wealth Management
Oregon
$345K +$29.8K +263 +9%
OHWA
696
Oak Hill Wealth Advisors
Virginia
$344K +$357K +3,158 New
DEA
697
DoubleLine ETF Adviser
Florida
$344K +$357K +3,157 New
PAM
698
Premier Asset Management
Illinois
$341K +$354K +3,130 New
TPWM
699
Twelve Points Wealth Management
Massachusetts
$341K -$1.02K -9 -0.3%
EM
700
Excalibur Management
Massachusetts
$341K +$27.3K +241 +8%

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.