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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
TSWM
776
Triangle Securities Wealth Management
North Carolina
$259K -$6.86K -60 -3%
APA
777
Astoria Portfolio Advisors
New York
$259K -$40.8K -357 -13%
PWA
778
Phoenix Wealth Advisors
North Carolina
$258K +$6.17K +54 +2%
RWM
779
Revisor Wealth Management
Ohio
$258K +$261K +2,281 New
HWAM
780
Hennion & Walsh Asset Management
New Jersey
$257K -$309K -2,707 -54%
QCM
781
Quantinno Capital Management
New York
$254K +$257K +2,245 New
TC
782
TAGStone Capital
North Carolina
$253K +$2.74K +24 +1%
SAM
783
Security Asset Management
New York
$253K
GA
784
Greytown Advisors
Florida
$248K
PGFC
785
Peapack-Gladstone Financial Corp
New Jersey
$244K -$175K -1,534 -41%
RMCM
786
Reynders McVeigh Capital Management
Massachusetts
$242K
BRA
787
Bender Robert & Associates
California
$241K
AWS
788
Atria Wealth Solutions
New York
$241K +$11.8K +103 +5%
GT
789
Glenview Trust
Kentucky
$241K
T
790
TRUADVICE
Florida
$240K +$244K +2,139 New
FMI
791
F/M Investments
District of Columbia
$238K +$241K +2,106 New
AG
792
Ascent Group
Virginia
$236K -$28.8K -252 -11%
FMN
793
Financial Management Network
California
$236K
LWP
794
Lumature Wealth Partners
Georgia
$235K +$19.5K +171 +9%
CI
795
Conning Inc
Connecticut
$235K -$3.08K -27 -1%
EA
796
Emerald Advisers
Pennsylvania
$232K -$1.37K -12 -0.6%
WMA
797
Wealth Management Associates
New Jersey
$232K +$235K +2,055 New
SIMG
798
Sonora Investment Management Group
Arizona
$230K -$34.3K -300 -13%
PCG
799
Prosperity Consulting Group
Maryland
$230K +$1.71K +15 +0.7%
LWCFA
800
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$229K

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.