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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
FDCDDQ
851
Federation des caisses Desjardins du Quebec
Quebec, Canada
$131K -$3.19M -27,935 -96%
GBT
852
Grove Bank & Trust
Florida
$128K +$8.46K +74 +7%
IG
853
ING Group
Netherlands
$126K -$4.21M -36,880 -97%
GWM
854
Geneos Wealth Management
Colorado
$125K -$4.86M -42,541 -97%
MPWT
855
MassMutual Private Wealth & Trust
Connecticut
$121K +$23K +201 +23%
NSIM
856
North Star Investment Management
Illinois
$120K +$45.7K +400 +60%
GFWA
857
Grey Fox Wealth Advisors
Delaware
$113K +$1.14K +10 +1%
JWM
858
Janiczek Wealth Management
Colorado
$113K +$44.2K +387 +63%
CT
859
Colonial Trust
South Carolina
$113K
TIM
860
Thompson Investment Management
Wisconsin
$113K +$114K +1,000 New
HCP
861
Hexagon Capital Partners
Arkansas
$111K +$75.3K +659 +201%
CSPIA
862
Cary Street Partners Investment Advisory
Virginia
$107K -$35.4K -310 -25%
C
863
Covestor
United Kingdom
$107K -$27.7K -242 -20%
AWM
864
Avior Wealth Management
Nebraska
$104K +$46.2K +404 +78%
CWP
865
Concord Wealth Partners
Virginia
$102K -$39.5K -346 -28%
AFS
866
Annapolis Financial Services
Maryland
$102K +$39.3K +344 +62%
FFA
867
Fairfield Financial Advisors
Massachusetts
$98.6K -$62K -543 -38%
FFA
868
Farther Finance Advisors
California
$97.9K -$686 -6 -0.7%
TPCW
869
TD Private Client Wealth
New York
$97.3K -$914 -8 -0.9%
TWM
870
Tradition Wealth Management
Minnesota
$94K +$95K +831 New
MIA
871
Milestone Investment Advisors
Wisconsin
$93.1K +$94.3K +825 New
EA
872
Evolution Advisers
Virginia
$91K +$914 +8 +1%
VCM
873
Vigilant Capital Management
Maine
$90K
MHR
874
Matthew Hamilton Rosenberg
$88.3K
WPWM
875
Western Pacific Wealth Management
Illinois
$84.1K

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.