We are live on ! Find out more
TROW icon

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
RJA
76
Raymond James & Associates
Florida
$27.8M +$254K +2,227 +0.9%
GF
77
Gabelli Funds
New York
$26.4M +$34.3K +300 +0.1%
WIC
78
Willis Investment Counsel
Georgia
$26.4M +$3.56M +31,155 +15%
LPL Financial
79
LPL Financial
California
$26.3M +$2.67M +23,358 +11%
Prudential Financial
80
Prudential Financial
New Jersey
$26.1M +$71.5K +626 +0.3%
Aberdeen Group
81
Aberdeen Group
United Kingdom
$25.7M +$2.55M +22,321 +11%
Citigroup
82
Citigroup
New York
$24.6M -$2.76M -24,184 -10%
USAA
83
United Services Automobile Association
Texas
$24.6M -$1.25M -10,902 -5%
FWIA
84
Fort Washington Investment Advisors
Ohio
$24M +$376K +3,289 +2%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$23.3M +$237K +2,073 +1%
Nomura Asset Management
86
Nomura Asset Management
Japan
$23.3M +$941K +8,239 +4%
AA
87
ALPS Advisors
Colorado
$23.3M -$1.3M -11,382 -5%
Mitsubishi UFJ Trust & Banking
88
Mitsubishi UFJ Trust & Banking
Japan
$22.7M +$875K +7,658 +4%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$22.6M +$591K +5,174 +3%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$22.5M -$1.67M -14,590 -7%
Russell Investments Group
91
Russell Investments Group
United Kingdom
$22M -$6.68M -58,472 -23%
ESBC
92
E.S. Barr & Co
Kentucky
$21.7M -$341K -2,985 -2%
Canada Life
93
Canada Life
Manitoba, Canada
$21M +$86.4K +756 +0.4%
Squarepoint
94
Squarepoint
New York
$21M -$3.88M -33,992 -15%
HIMC
95
Heritage Investors Management Corp
Maryland
$20.8M +$914K +7,995 +5%
NSAM
96
North Star Asset Management
Wisconsin
$20.5M +$822K +7,193 +4%
KeyBank National Association
97
KeyBank National Association
Ohio
$20.4M -$941K -8,233 -4%
Schroder Investment Management Group
98
Schroder Investment Management Group
United Kingdom
$19.1M -$5.5M -48,135 -22%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$19M -$6.78M -59,302 -26%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.5M -$441K -3,862 -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.