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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
PWMG
951
Prestige Wealth Management Group
New Jersey
$13.5K +$571 +5 +4%
EARNEST Partners
952
EARNEST Partners
Georgia
$13.3K
FMTCOCP
953
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K
AF
954
Advisornet Financial
Minnesota
$12.8K -$11.4K -100 -47%
LF
955
Lee Financial
Texas
$11.3K -$457 -4 -4%
CCA
956
Column Capital Advisors
Indiana
$11.3K
EAM
957
Eukles Asset Management
Ohio
$11.3K
GWMI
958
Guardian Wealth Management (Illinois)
Illinois
$11.1K +$114 +1 +1%
CAL
959
Capital Advisors Ltd
Ohio
$11K -$15.5K -136 -57%
AWM
960
Atticus Wealth Management
Florida
$10.6K
AAP
961
Arax Advisory Partners
Colorado
$9.82K
SFG
962
Steward Financial Group
Texas
$9K +$4.8K +42 +111%
SHIM
963
Stone House Investment Management
Pennsylvania
$8.36K +$8.46K +74 New
BIA
964
Bell Investment Advisors
California
$8.13K -$9.26K -81 -53%
SC
965
Schubert & Co
Texas
$8.02K +$2.4K +21 +42%
CMP
966
Coston McIsaac & Partners
Maine
$8K +$8.34K +73 New
BAAM
967
Baker Avenue Asset Management
California
$7.9K -$343 -3 -4%
WP
968
WealthPLAN Partners
Nebraska
$7.79K +$7.88K +69 New
JWA
969
JFS Wealth Advisors
Pennsylvania
$7.57K -$2.4K -21 -24%
HGERS
970
Householder Group Estate & Retirement Specialist
Arizona
$7K +$7.31K +64 New
BWA
971
BDO Wealth Advisors
Florida
$5.98K
MLA
972
MB, Levis & Associates
Pennsylvania
$5.89K
OIA
973
Optimum Investment Advisors
Illinois
$5.84K
BWM
974
BerganKDV Wealth Management
Minnesota
$5.66K
MSFP
975
Mark Sheptoff Financial Planning
Connecticut
$5.42K

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.