We are live on ! Find out more
TROW icon

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
ESCM
776
Echo Street Capital Management
New York
$248K +$258K +2,276 New
SAM
777
Security Asset Management
New York
$245K +$253K +2,240 New
PWA
778
Phoenix Wealth Advisors
North Carolina
$243K +$4.41K +39 +2%
TC
779
TAGStone Capital
North Carolina
$242K +$3.39K +30 +1%
CCA
780
Cobblestone Capital Advisors
New York
$240K +$249K +2,200 New
GA
781
Greytown Advisors
Florida
$239K -$1.92K -17 -0.8%
FMN
782
Financial Management Network
California
$237K +$5.77K +51 +2%
CNAM
783
Campbell Newman Asset Management
Wisconsin
$236K
IWC
784
Integrated Wealth Concepts
Massachusetts
$236K +$19.9K +176 +9%
SF
785
Synovus Financial
Georgia
$235K -$77.7K -687 -24%
RMCM
786
Reynders McVeigh Capital Management
Massachusetts
$234K -$50.9K -450 -17%
Verition Fund Management
787
Verition Fund Management
Connecticut
$233K -$38.2K -338 -14%
BRA
788
Bender Robert & Associates
California
$233K
PCS
789
Personal CFO Solutions
New Jersey
$233K +$241K +2,133 New
GT
790
Glenview Trust
Kentucky
$233K +$4.19K +37 +2%
PG
791
Prostatis Group
Maryland
$230K -$566 -5 -0.2%
CI
792
Conning Inc
Connecticut
$230K
BIA
793
Benchmark Investment Advisors
Illinois
$227K -$2.83K -25 -1%
EA
794
Emerald Advisers
Pennsylvania
$225K +$234K +2,067 New
KIC
795
Keating Investment Counselors
Florida
$222K +$230K +2,035 New
PIM
796
Provident Investment Management
Michigan
$222K +$230K +2,035 New
AWS
797
Atria Wealth Solutions
New York
$221K +$230K +2,031 New
LWCFA
798
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$221K
PCG
799
Prosperity Consulting Group
Maryland
$220K -$1.81K -16 -0.8%
EWA
800
Encompass Wealth Advisors
Oregon
$218K

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.