We are live on ! Find out more
TROW icon

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
MMG
926
Monetary Management Group
Missouri
$21.8K
FFL
927
Financial Freedom LLC
Ohio
$21.8K +$22.6K +200 New
AP
928
Arlington Partners
Alabama
$21.3K
RFA
929
Resurgent Financial Advisors
Georgia
$21.2K +$21.9K +194 New
LSA
930
Leonteq Securities AG
Switzerland
$21K -$905 -8 -4%
ZB
931
Zions Bancorporation
Utah
$19.4K +$5.88K +52 +41%
TC
932
Trust Company
Kansas
$18K -$4.19K -37 -18%
MA
933
Montag & Associates
Georgia
$18K
Jones Financial Companies
934
Jones Financial Companies
Missouri
$17K
BIA
935
Bell Investment Advisors
California
$16.7K -$2.71K -24 -14%
ETC
936
Exchange Traded Concepts
Oklahoma
$16.6K +$17.2K +152 New
BC
937
Barrett & Company
Rhode Island
$16.4K
CDIA
938
Capital Directions Investment Advisors
Georgia
$16.4K +$17K +150 New
TSW
939
Thompson Siegel & Walmsley
Virginia
$15K
SIS
940
Sound Income Strategies
Florida
$15K -$453 -4 -3%
JFA
941
JNBA Financial Advisors
Minnesota
$14.8K -$13.4K -118 -46%
KTC
942
Kistler-Tiffany Companies
Pennsylvania
$13.1K
SWA
943
Sutton Wealth Advisors
Florida
$13.1K +$905 +8 +7%
BWM
944
Baystate Wealth Management
Massachusetts
$13K +$113 +1 +0.8%
EARNEST Partners
945
EARNEST Partners
Georgia
$12.9K
OCM
946
Osterweis Capital Management
California
$12.7K
PWMG
947
Prestige Wealth Management Group
New Jersey
$12.5K +$8.37K +74 +180%
MPCL
948
My Personal CFO LLC
Washington
$12.4K +$12.9K +114 New
FMTCOCP
949
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K
LF
950
Lee Financial
Texas
$11.3K

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.