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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
IGWM
876
ICA Group Wealth Management
Colorado
$83.7K +$37K +324 +78%
KA
877
Kozak & Associates
Colorado
$77.8K
BWP
878
Baldwin Wealth Partners
Massachusetts
$75.3K -$234K -2,045 -75%
RBC
879
Roble Belko & Company
Pennsylvania
$75K
TWC
880
TD Waterhouse Canada
Ontario, Canada
$74.1K -$1.18M -10,343 -95%
WBC
881
West Branch Capital
Massachusetts
$68.9K
LSA
882
Leonteq Securities AG
Switzerland
$68K +$46.7K +409 +212%
BBHC
883
Brown Brothers Harriman & Co
New York
$67.3K +$12.1K +106 +22%
MCM
884
MV Capital Management
Maryland
$66K +$2.97K +26 +5%
AIP
885
Ahrens Investment Partners
Louisiana
$62.4K +$63.2K +553 New
PFBT
886
Parkside Financial Bank & Trust
Missouri
$60.4K -$9.71K -85 -14%
CT
887
Clearstead Trust
Maine
$57.4K
AA
888
Alta Advisers
United Kingdom
$56.5K
FA
889
Fortis Advisors
Pennsylvania
$56.5K
CWC
890
Carolinas Wealth Consulting
North Carolina
$55.4K +$2.29K +20 +0.3%
SC
891
Sawyer & Company
Massachusetts
$55K
NHT
892
New Hampshire Trust
New Hampshire
$54.8K -$6.97K -61 -11%
ST
893
Smithfield Trust
Pennsylvania
$54K
CFO
894
CVA Family Office
Colorado
$51.9K +$22.3K +195 +74%
QC
895
Quent Capital
New York
$50.5K +$1.37K +12 +3%
SSG
896
Summit Securities Group
New York
$50K +$24.7K +216 +96%
CG
897
Cutler Group
California
$48K -$397K -3,472 -89%
PA
898
PSI Advisors
Florida
$47.5K -$8.69K -76 -15%
HWA
899
Heritage Wealth Advisors
Virginia
$45.8K +$457 +4 +1%
WT
900
Washington Trust
Rhode Island
$44K

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.