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T. Rowe Price

1,010 hedge funds and large institutions have $19.8B invested in T. Rowe Price in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 447 increasing their positions, 328 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 447 | Existing positions reduced: 328

22% more call options, than puts

Call options by funds: $240M | Put options by funds: $196M

8% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 88

4% more capital invested

Capital invested by funds: $18.9B → $19.8B (+$825M)

0.05% less ownership

Funds ownership: 78.24%78.19% (-0.05%)

1% less funds holding

Funds holding: 1,0211,010 (-11)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
1,010
Holders Change
-11
Holders Change %
-1.08%
% of All Funds
16.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
95
Increased
447
Reduced
328
Closed
88
Calls
$240M
Puts
$196M
Net Calls
+$43.7M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
726
Tortoise Investment Management
New York
$318K
CAM
727
Cypress Asset Management
Texas
$317K +$15.5K +136 +5%
MMA
728
Miracle Mile Advisors
California
$317K
MIM
729
MTM Investment Management
South Carolina
$316K +$36.1K +316 +13%
ALAM
730
Asahi Life Asset Management
Japan
$310K +$314K +2,750 New
TWA
731
TCI Wealth Advisors
Arizona
$310K -$1.94K -17 -0.6%
TA
732
TFG Advisers
Michigan
$310K +$1.14K +10 +0.4%
LFG
733
Larson Financial Group
Missouri
$308K +$1.83K +16 +0.6%
CHAM
734
Clear Harbor Asset Management
Connecticut
$308K +$311K +2,725 New
FMAEN1
735
Fund Management at Engine No 1
California
$307K +$29.9K +262 +11%
GWSG
736
GPS Wealth Strategies Group
Colorado
$306K +$310K +2,709 New
GHA
737
GW Henssler & Associates
Georgia
$305K
HCM
738
Hollencrest Capital Management
California
$305K +$307K +2,684 +19,171%
FFP
739
FourThought Financial Partners
Florida
$304K -$84.8K -742 -22%
GLLW
740
Graves Light Lenhart Wealth
Virginia
$303K
CG
741
Caprock Group
Idaho
$303K +$36K +315 +13%
CCA
742
Checchi Capital Advisers
California
$302K -$22.4K -196 -7%
CI
743
Cigna Investments
Connecticut
$302K -$11.5K -101 -4%
PA
744
Profund Advisors
Maryland
$300K -$9.26K -81 -3%
RIA
745
Regal Investment Advisors
Michigan
$300K +$76.8K +672 +34%
QCG
746
Quadrant Capital Group
Ohio
$298K -$9.14K -80 -3%
FF
747
Fluent Financial
Texas
$295K -$16.7K -146 -5%
FHA
748
First Horizon Advisors
Tennessee
$294K -$39.2K -343 -12%
TAM
749
Trust Asset Management
Texas
$294K +$2.51K +22 +0.9%
LA
750
Lane & Associates
New Jersey
$291K +$295K +2,581 New

TROW Hedge Fund Activity: Q1 2023 in Review

1,010 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q1 2023, worth a combined $19.8B — up 4.4% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new TROW positions and 88 closed out — a net gain of 7 holders — while 447 added to existing stakes and 328 trimmed.

The largest buyer was BlackRock, adding an estimated $385M. The largest seller was JP Morgan Chase, cutting an estimated $179M.

  • 1,010 institutional investors held T. Rowe Price (TROW) as of Q1 2023, down from 1,021 in Q4 2022.
  • Funds reported $19.8B of T. Rowe Price stock for Q1 2023, up 4.4% quarter-over-quarter.
  • 95 funds opened new T. Rowe Price positions in Q1 2023 and 88 closed out, a net change of +7 holders.
  • The largest T. Rowe Price buyer in Q1 2023 was BlackRock, an estimated $385M added.
  • The largest T. Rowe Price seller in Q1 2023 was JP Morgan Chase, an estimated $179M sold.

Based on aggregated 13F filings for Q1 2023.