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T. Rowe Price
TROW

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: 1,021 → 1,010 (-11)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$385M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$113M
3
Capital World Investors
Capital World Investors
California
+$105M
4
Victory Capital Management
Victory Capital Management
Texas
+$59.4M
5
Invesco
Invesco
Georgia
+$49.4M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$179M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$120M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$58.4M
4
State Street
State Street
Massachusetts
-$47.4M
5
Millennium Management
Millennium Management
New York
-$45.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
976
Carmichael Hill & Associates
Maryland
$5.19K +$5.26K +46 New
JMF
977
Johnson Midwest Financial
Iowa
$5.14K +$5.14K +45 New
M
978
MOTCO
Texas
$4.52K – – –
RTL
979
Red Tortoise LLC
Georgia
$4.52K – – –
SWM
980
Sugarloaf Wealth Management
Georgia
$4.29K – – –
FMP
981
Financial Management Professionals
Texas
$4K +$914 +8 +29%
LJHT
982
Laurie J. Hall Trustee
$4K +$3.77K +33 New
TAM
983
Tucker Asset Management
Colorado
$3.98K – – –
VCM
984
Versant Capital Management
Arizona
$3.83K – – –
WTA
985
Washington Trust Advisors
Massachusetts
$3.5K – – –
TWP
986
TFO Wealth Partners
Ohio
$3.16K +$3.2K +28 New
AWM
987
Abound Wealth Management
Tennessee
$3.05K – – –
CFD
988
Creative Financial Designs
Indiana
$2.94K – – –
DI
989
Disciplined Investments
Oklahoma
$2.6K +$800 +7 +44%
FCA
990
FinTrust Capital Advisors
South Carolina
$2.29K – – –
OIS
991
Okabena Investment Services
Minnesota
$2.15K +$114 +1 +6%
SIC
992
SJS Investment Consulting
Ohio
$2.03K -$343 -3 -14%
WPA
993
West Paces Advisors
Georgia
$2.03K +$1.03K +9 +100%
TFA
994
Transamerica Financial Advisors
Florida
$2K -$229 -2 -17%
WAS
995
Winch Advisory Services
Wisconsin
$2K – – –
APW
996
Acima Private Wealth
Virginia
$1.92K – – –
PPC
997
Park Place Capital
Alabama
$1.81K – – –
APC
998
Aspire Private Capital
North Carolina
$1.35K – – –
ACA
999
Atlas Capital Advisors
Wyoming
$1.24K – – –
IFAM
1000
Institutional & Family Asset Management
Colorado
$1.13K +$1.14K +10 New
38 39
40
41 42

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.