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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
SSW
751
Smith Shellnut Wilson
Mississippi
$273K +$566 +5 +0.2%
SN
752
Sittner & Nelson
Oregon
$273K +$339 +3 +0.1%
MIM
753
MTM Investment Management
South Carolina
$271K -$5.77K -51 -2%
SC
754
Savant Capital
Illinois
$270K +$70.9K +627 +26%
FMAEN1
755
Fund Management at Engine No 1
California
$268K +$32.5K +287 +13%
IF
756
Insight Folios
North Carolina
$267K +$17.4K +154 +7%
JF
757
Joule Financial
Kentucky
$265K +$20.4K +180 +8%
IPW
758
Invictus Private Wealth
Colorado
$265K +$274K +2,426 New
CRI
759
Colonial River Investments
Virginia
$263K +$273K +2,416 New
PPW
760
Presilium Private Wealth
Pennsylvania
$263K +$273K +2,412 New
SWM
761
Spire Wealth Management
Virginia
$263K +$36.2K +320 +15%
WAAG
762
Wealth Alliance Advisory Group
Kansas
$263K +$272K +2,408 New
LC
763
Lincoln Capital
Nebraska
$262K
Lido Advisors
764
Lido Advisors
California
$262K +$56.1K +496 +26%
CANY
765
Caxton Associates (New York)
New York
$261K -$290K -2,562 -52%
MC
766
Moors & Cabot
Massachusetts
$259K +$16.9K +149 +7%
KC
767
Kinloch Capital
Virginia
$259K -$2.72M -24,070 -91%
CG
768
Caprock Group
Idaho
$259K -$29.1K -257 -10%
TSWM
769
Triangle Securities Wealth Management
North Carolina
$257K +$1.7K +15 +0.6%
Capstone Investment Advisors
770
Capstone Investment Advisors
New York
$256K -$3.01M -26,622 -92%
AG
771
Ascent Group
Virginia
$255K -$24.6K -217 -8%
SIMG
772
Sonora Investment Management Group
Arizona
$255K +$265K +2,339 New
LCM
773
Liberty Capital Management
Michigan
$254K
STA
774
Summit Trail Advisors
New York
$252K +$45.9K +406 +21%
BPFA
775
Barnes Pettey Financial Advisors
Mississippi
$251K

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.