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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
JF
751
Joule Financial
Kentucky
$291K +$16.8K +147 +6%
IF
752
Insight Folios
North Carolina
$287K +$11.4K +100 +4%
DEA
753
DoubleLine ETF Adviser
Florida
$287K -$70.5K -617 -20%
DG
754
DMC Group
Alabama
$286K +$290K +2,542 New
HPM
755
Hoxton Planning & Management
West Virginia
$285K -$27.3K -239 -9%
CA
756
Clearstead Advisors
Ohio
$285K +$211K +1,849 +274%
IWC
757
Integrated Wealth Concepts
Massachusetts
$284K +$40.6K +355 +16%
SSW
758
Smith Shellnut Wilson
Mississippi
$283K
EWA
759
Etesian Wealth Advisors
Oregon
$282K -$187K -1,637 -40%
TPW
760
TL Private Wealth
Texas
$282K
SN
761
Sittner & Nelson
Oregon
$282K
TRCT
762
Tower Research Capital (TRC)
New York
$280K -$317K -2,775 -53%
PCS
763
Personal CFO Solutions
New Jersey
$276K +$35.8K +313 +15%
PPW
764
Presilium Private Wealth
Pennsylvania
$272K
CWS
765
Confluence Wealth Services
Pennsylvania
$272K +$276K +2,412 New
LC
766
Lincoln Capital
Nebraska
$272K
DCM
767
Dupont Capital Management
Delaware
$267K +$92.1K +806 +52%
SFS
768
Sowell Financial Services
Arkansas
$266K +$270K +2,359 New
STA
769
Summit Trail Advisors
New York
$266K +$5.03K +44 +2%
TCOT
770
Trust Company of Toledo
Ohio
$264K -$5.71K -50 -2%
LCM
771
Liberty Capital Management
Michigan
$263K
IPW
772
Invictus Private Wealth
Colorado
$263K -$11.4K -100 -4%
Koshinski Asset Management
773
Koshinski Asset Management
Illinois
$262K +$266K +2,325 New
AAS
774
Ameritas Advisory Services
Nebraska
$262K -$280K -2,450 -51%
BPFA
775
Barnes Pettey Financial Advisors
Mississippi
$260K

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.