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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
HBW
851
Hazlett, Burt & Watson
West Virginia
$89K
VCM
852
Vigilant Capital Management
Maine
$87K -$33.9K -300 -27%
EA
853
Evolution Advisers
Virginia
$87K +$792 +7 +0.9%
MHR
854
Matthew Hamilton Rosenberg
$85.3K
NFSG
855
Newbridge Financial Services Group
Florida
$81.7K +$11.3K +100 +15%
WPWM
856
Western Pacific Wealth Management
Illinois
$81.2K
TFM
857
TFC Financial Management
Massachusetts
$77.1K
ANBT
858
American National Bank & Trust
Texas
$77K -$906K -8,007 -92%
KA
859
Kozak & Associates
Colorado
$75K
CA
860
Clearstead Advisors
Ohio
$73.6K +$566 +5 +0.7%
JWM
861
Janiczek Wealth Management
Colorado
$73.3K -$24K -212 -26%
NSIM
862
North Star Investment Management
Illinois
$72.3K +$12.2K +108 +19%
RBC
863
Roble Belko & Company
Pennsylvania
$72K
AIC
864
Archer Investment Corporation
Indiana
$69.3K
PFBT
865
Parkside Financial Bank & Trust
Missouri
$67.6K -$17.1K -151 -20%
Loomis, Sayles & Company
866
Loomis, Sayles & Company
Massachusetts
$67K -$8.15K -72 -11%
WBC
867
West Branch Capital
Massachusetts
$66.5K
MFG
868
Mendota Financial Group
Wisconsin
$62.2K +$64.5K +570 New
MCM
869
MV Capital Management
Maryland
$61K -$453 -4 -0.7%
AFS
870
Annapolis Financial Services
Maryland
$60.8K -$70.5K -623 -53%
NHT
871
New Hampshire Trust
New Hampshire
$59.5K +$61.8K +546 New
HPC
872
HM Payson & Co
Maine
$58.2K -$3.73K -33 -6%
AWM
873
Avior Wealth Management
Nebraska
$56.7K
Pacer Advisors
874
Pacer Advisors
Pennsylvania
$56.4K -$7.28M -64,330 -99%
AA
875
Alta Advisers
United Kingdom
$55K

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.