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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
EAM
951
Eukles Asset Management
Ohio
$11K +$11.3K +100 New
CAL
952
Capital Advisors Ltd
Ohio
$11K +$17.5K +155 +189%
CCA
953
Column Capital Advisors
Indiana
$10.9K
FPFS
954
First Personal Financial Services
North Carolina
$10.9K
GWMI
955
Guardian Wealth Management (Illinois)
Illinois
$10.6K +$113 +1 +1%
AWM
956
Accurate Wealth Management
Florida
$10.4K +$10.1K +89 New
SC
957
Seldon Capital
California
$10.4K
AWM
958
Atticus Wealth Management
Florida
$10.3K -$1.81K -16 -15%
HFM
959
Harvest Fund Management
China
$10K +$10.5K +93 New
JWA
960
JFS Wealth Advisors
Pennsylvania
$9.6K -$679 -6 -6%
AAP
961
Arax Advisory Partners
Colorado
$9.49K +$1.36K +12 +16%
RBC
962
Romano Brothers & Co
Illinois
$8.94K +$9.28K +82 New
DWP
963
Destiny Wealth Partners
Florida
$8.72K +$7.01K +62 +344%
USCWA
964
U.S. Capital Wealth Advisors
Texas
$8.62K +$8.94K +79 New
MYAM
965
Meiji Yasuda Asset Management
Japan
$8.08K +$2.8M +24,780 +50%
BAAM
966
Baker Avenue Asset Management
California
$7.96K +$8.26K +73 New
NSB
967
Norway Savings Bank
Maine
$6.65K
PP
968
PrairieView Partners
Minnesota
$6K +$6.56K +58 New
CAC
969
Core Alternative Capital
Georgia
$6K -$31.3K -277 -83%
Canada Pension Plan Investment Board
970
Canada Pension Plan Investment Board
Ontario, Canada
$5.78K -$1.13K -10 -16%
BWA
971
BDO Wealth Advisors
Florida
$5.78K
OIA
972
Optimum Investment Advisors
Illinois
$5.65K
MLA
973
MB, Levis & Associates
Pennsylvania
$5.63K +$5.88K +52 New
PP
974
Pacifica Partners
Canada
$5.54K
SC
975
Schubert & Co
Texas
$5.45K -$339 -3 -6%

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.