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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
CT
876
Clearstead Trust
Maine
$55K
SC
877
Sawyer & Company
Massachusetts
$55K
LS
878
Leelyn Smith
Illinois
$54.5K -$11.3K -100 -17%
FA
879
Fortis Advisors
Pennsylvania
$54.5K
MME
880
Meag Munich Ergo
Germany
$54.5K
AS
881
AM Squared
Hong Kong
$54.5K +$56.6K +500 New
PA
882
PSI Advisors
Florida
$54.2K +$113 +1 +0.2%
BBHC
883
Brown Brothers Harriman & Co
New York
$53.4K -$6.79K -60 -11%
GPI
884
General Partner Inc
Pennsylvania
$52.9K +$54.9K +485 New
WB
885
Webster Bank
Connecticut
$52K
CWC
886
Carolinas Wealth Consulting
North Carolina
$51.6K
ST
887
Smithfield Trust
Pennsylvania
$51K -$3.96K -35 -7%
QC
888
Quent Capital
New York
$47.6K -$26.2K -232 -35%
IGWM
889
ICA Group Wealth Management
Colorado
$45.5K +$47.2K +417 New
EWA
890
EverSource Wealth Advisors
Alabama
$45.1K -$36.1K -319 -44%
HWA
891
Heritage Wealth Advisors
Virginia
$43.9K -$13.8K -122 -23%
WT
892
Washington Trust
Rhode Island
$42.5K
AA
893
Addison Advisors
Vermont
$41.8K +$2.15K +19 +5%
SCM
894
Silvant Capital Management
Georgia
$41.6K
ATC
895
Adirondack Trust Company
New York
$40.9K
GWS
896
Glassman Wealth Services
Virginia
$39.4K -$80.2K -709 -66%
CYG
897
Clean Yield Group
Vermont
$38.3K
CA
898
Crewe Advisors
Utah
$38.1K +$18.4K +163 +88%
BSB
899
Bangor Savings Bank
Maine
$38K
DAC
900
Dividend Assets Capital
South Carolina
$38K

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.