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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
CAM
926
Costello Asset Management
Pennsylvania
$24.8K
RTC
927
Riverview Trust Company
Washington
$24.2K
RA
928
Rise Advisors
New York
$24.1K +$229 +2 +0.9%
SIS
929
Sound Income Strategies
Florida
$23.2K +$7.77K +68 +50%
GKIM
930
GW&K Investment Management
Massachusetts
$23K +$23.1K +202 New
LWANC
931
Laurel Wealth Advisors (North Carolina)
North Carolina
$22.9K +$23.2K +203 New
EWA
932
EverSource Wealth Advisors
Alabama
$22.9K -$24.1K -211 -51%
CAC
933
Core Alternative Capital
Georgia
$22.6K +$16.6K +145 +264%
FFL
934
Financial Freedom LLC
Ohio
$22.6K
MMG
935
Monetary Management Group
Missouri
$22.6K
HFM
936
Harvest Fund Management
China
$22K +$11.2K +98 +105%
ARS
937
Adirondack Retirement Specialists
New York
$21.8K +$17.1K +150 +319%
PMFA
938
Plante Moran Financial Advisors
Michigan
$20.2K -$7.2K -63 -26%
JFA
939
JNBA Financial Advisors
Minnesota
$20.1K +$4.8K +42 +31%
Commonwealth Equity Services
940
Commonwealth Equity Services
Massachusetts
$19.3K +$1.22M +10,650 +7%
MA
941
Montag & Associates
Georgia
$18.6K
TC
942
Trust Company
Kansas
$18.5K
Jones Financial Companies
943
Jones Financial Companies
Missouri
$17.3K
ZB
944
Zions Bancorporation
Utah
$17K -$3.08K -27 -15%
BC
945
Barrett & Company
Rhode Island
$16.9K
CSC
946
Caldwell Sutter Capital
California
$16K +$16.2K +142 New
TSW
947
Thompson Siegel & Walmsley
Virginia
$16K
WIM
948
Westside Investment Management
California
$14.7K
KTC
949
Kistler-Tiffany Companies
Pennsylvania
$14.7K +$1.14K +10 +8%
BWM
950
Baystate Wealth Management
Massachusetts
$13.9K +$229 +2 +2%

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.