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T. Rowe Price

1,017 hedge funds and large institutions have $19.3B invested in T. Rowe Price in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 378 increasing their positions, 419 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $195M | Put options by funds: $144M

23% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 65

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

1% more funds holding

Funds holding: 1,0101,017 (+7)

3% less capital invested

Capital invested by funds: $19.8B → $19.3B (-$508M)

10% less repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 419

1.43% less ownership

Funds ownership: 78.19%76.76% (-1.4%)

Holders
1,017
Holders Change
+7
Holders Change %
+0.69%
% of All Funds
15.97%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
80
Increased
378
Reduced
419
Closed
65
Calls
$195M
Puts
$144M
Net Calls
+$50.7M
Net Calls Change
+$7.01M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
951
Baystate Wealth Management
Massachusetts
$13.9K +$109 +1 +0.8%
EARNEST Partners
952
EARNEST Partners
Georgia
$13.2K
FMTCOCP
953
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K
MTIC
954
Missouri Trust & Investment Company
Missouri
$12.3K +$12K +110 New
CAC
955
Core Alternative Capital
Georgia
$11.8K -$10.4K -95 -48%
AF
956
Advisornet Financial
Minnesota
$11.7K -$985 -9 -8%
DCP
957
Distillate Capital Partners
Illinois
$11.5K +$11.3K +103 New
MWM
958
Mascoma Wealth Management
New Hampshire
$11.5K -$19.7K -180 -64%
RTC
959
Riverview Trust Company
Washington
$11.3K -$12.4K -113 -53%
JFA
960
JNBA Financial Advisors
Minnesota
$11.2K -$8.54K -78 -44%
CCA
961
Column Capital Advisors
Indiana
$11.2K
EAM
962
Eukles Asset Management
Ohio
$11.2K
LF
963
Lee Financial
Texas
$11.2K
GWMI
964
Guardian Wealth Management (Illinois)
Illinois
$11.1K +$109 +1 +1%
EWA
965
EverSource Wealth Advisors
Alabama
$10.9K -$11.6K -106 -52%
SIS
966
Strategic Investment Solutions
Illinois
$10.8K +$10.9K +100 New
PWMG
967
Prestige Wealth Management Group
New Jersey
$10.8K -$2.63K -24 -20%
AWM
968
Atticus Wealth Management
Florida
$10.5K
VFM
969
Viking Fund Management
North Dakota
$10.1K +$9.85K +90 New
BIA
970
Bell Investment Advisors
California
$8.63K +$547 +5 +7%
CFD
971
Creative Financial Designs
Indiana
$8.63K +$5.58K +51 +196%
FPF
972
First Pacific Financial
Washington
$8.4K +$8.21K +75 New
NCM
973
Northwest Capital Management
Oregon
$8.29K +$8.1K +74 New
M
974
MOTCO
Texas
$8.06K +$3.5K +32 +80%
CMP
975
Coston McIsaac & Partners
Maine
$8K +$109 +1 +1%

TROW Hedge Fund Activity: Q2 2023 in Review

1,017 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q2 2023, worth a combined $19.3B — down 2.6% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new TROW positions and 65 closed out — a net gain of 15 holders — while 378 added to existing stakes and 419 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $122M. The largest seller was BlackRock, cutting an estimated $162M.

  • 1,017 institutional investors held T. Rowe Price (TROW) as of Q2 2023, up from 1,010 in Q1 2023.
  • Funds reported $19.3B of T. Rowe Price stock for Q2 2023, down 2.6% quarter-over-quarter.
  • 80 funds opened new T. Rowe Price positions in Q2 2023 and 65 closed out, a net change of +15 holders.
  • The largest T. Rowe Price buyer in Q2 2023 was Citadel Advisors, an estimated $122M added.
  • The largest T. Rowe Price seller in Q2 2023 was BlackRock, an estimated $162M sold.

Based on aggregated 13F filings for Q2 2023.