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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
GRP
726
Global Retirement Partners
California
$308K -$87K -769 -21%
TIM
727
Tortoise Investment Management
New York
$307K
MMA
728
Miracle Mile Advisors
California
$306K -$4.87K -43 -2%
BTWM
729
Baker Tilly Wealth Management
Wisconsin
$306K -$141K -1,244 -31%
CI
730
Cigna Investments
Connecticut
$302K
TWA
731
TCI Wealth Advisors
Arizona
$301K +$36K +318 +13%
HPM
732
Hoxton Planning & Management
West Virginia
$301K +$313K +2,764 New
FF
733
Fluent Financial
Texas
$301K -$1.59M -14,022 -84%
PA
734
Profund Advisors
Maryland
$299K +$24.1K +213 +8%
TA
735
TFG Advisers
Michigan
$298K -$1.02K -9 -0.3%
OAM
736
Oppenheimer Asset Management
New York
$297K -$208K -1,836 -40%
QCG
737
Quadrant Capital Group
Ohio
$296K -$53.1K -469 -15%
BWP
738
Baldwin Wealth Partners
Massachusetts
$296K +$13.2K +117 +5%
LFG
739
Larson Financial Group
Missouri
$296K +$11.9K +105 +4%
GHA
740
GW Henssler & Associates
Georgia
$294K +$3.73K +33 +1%
GLLW
741
Graves Light Lenhart Wealth
Virginia
$293K
CIC
742
Crawford Investment Counsel
Georgia
$292K -$17K -150 -5%
CAM
743
Cypress Asset Management
Texas
$292K
KI
744
Kula Investments
Illinois
$289K +$300K +2,648 New
BRWA
745
B. Riley Wealth Advisors
Florida
$288K +$49.9K +441 +20%
VFA
746
Valeo Financial Advisors
Indiana
$287K -$751K -6,641 -72%
TPW
747
TL Private Wealth
Texas
$287K
SCM
748
Stevens Capital Management
Pennsylvania
$283K +$294K +2,598 New
TAM
749
Trust Asset Management
Texas
$282K
CFA
750
CWS Financial Advisors
Michigan
$276K -$348K -3,080 -66%

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.