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T. Rowe Price
TROW

1,054 hedge funds and large institutions have $18.1B invested in T. Rowe Price in 2023 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 303 increasing their positions, 489 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 79

15% more call options, than puts

Call options by funds: $199M | Put options by funds: $173M

4% more funds holding

Funds holding: 1,014 → 1,054 (+40)

2% more capital invested

Capital invested by funds: $17.7B → $18.1B (+$353M)

0.18% less ownership

Funds ownership: 75.39% → 75.21% (-0.18%)

33% less funds holding in top 10

Funds holding in top 10: 12 → 8 (-4)

38% less repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 489

Holders
1,054
Holders Change
+40
Holders Change %
+3.94%
% of All Funds
15.37%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
132
Increased
303
Reduced
489
Closed
79
Calls
$199M
Puts
$173M
Net Calls
+$25.8M
Net Calls Change
-$7.1M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$263M
2
UBS Group
UBS Group
Switzerland
+$80.2M
3
Marshall Wace
Marshall Wace
United Kingdom
+$74.8M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$68M
5
Citadel Advisors
Citadel Advisors
Florida
+$56M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$209M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$111M
3
SC
SRB Corp
Massachusetts
-$101M
4
Norges Bank
Norges Bank
Norway
-$84.1M
5
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$41.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
1026
HM Payson & Co
Maine
$3.55K – – –
TWP
1027
TFO Wealth Partners
Ohio
$3.34K -$199 -2 -6%
AWM
1028
Abound Wealth Management
Tennessee
$3.25K -$398 -4 -12%
GC
1029
Globeflex Capital
California
$3.23K +$2.99K +30 New
SIC
1030
SJS Investment Consulting
Ohio
$2.48K – – –
CJ
1031
Caitlin John
Michigan
$2.33K +$2.19K +22 New
WAS
1032
Winch Advisory Services
Wisconsin
$2.33K +$100 +1 +5%
AF
1033
Advisornet Financial
Minnesota
$2.15K -$4.38K -44 -69%
DPW
1034
DiNuzzo Private Wealth
Pennsylvania
$2.05K +$1.89K +19 New
LIWM
1035
Long Island Wealth Management
New York
$2K +$1.49K +15 New
NCM
1036
Northwest Capital Management
Oregon
$1.83K -$5.68K -57 -77%
APW
1037
Acima Private Wealth
Virginia
$1.83K – – –
BGAI
1038
Bruce G. Allen Investments
Colorado
$1.83K +$1.69K +17 New
DF
1039
Dunhill Financial
United Kingdom
$1.75K +$1.59K +16 New
AAP
1040
Arax Advisory Partners
Colorado
$1.72K -$797 -8 -33%
CIA
1041
Cape Investment Advisory
Georgia
$1.72K +$1.59K +16 New
TVAMP
1042
Tennessee Valley Asset Management Partners
Tennessee
$1.59K +$1.49K +15 New
DFA
1043
DHJJ Financial Advisors
Illinois
$1.4K – – –
APC
1044
Aspire Private Capital
North Carolina
$1.29K – – –
IHWM
1045
Iron Horse Wealth Management
Iowa
$1.19K – – –
SWM
1046
Sanctuary Wealth Management
Idaho
$1.19K – – –
GJIA
1047
Glass Jacobson Investment Advisors
Maryland
$1.08K -$32.4K -325 -97%
Canada Pension Plan Investment Board
1048
Canada Pension Plan Investment Board
Ontario, Canada
$1.08K +$996 +10 New
CMP
1049
Coston McIsaac & Partners
Maine
$1K -$5.78K -58 -77%
FMP
1050
Financial Management Professionals
Texas
$1K -$1.99K -20 -65%
40 41
42
43 44

TROW Hedge Fund Activity: Q4 2023 in Review

1,054 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q4 2023, worth a combined $18.1B — up 2% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new TROW positions and 79 closed out — a net gain of 53 holders — while 303 added to existing stakes and 489 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $263M. The largest seller was JP Morgan Chase, cutting an estimated $209M.

  • 1,054 institutional investors held T. Rowe Price (TROW) as of Q4 2023, up from 1,014 in Q3 2023.
  • Funds reported $18.1B of T. Rowe Price stock for Q4 2023, up 2% quarter-over-quarter.
  • 132 funds opened new T. Rowe Price positions in Q4 2023 and 79 closed out, a net change of +53 holders.
  • The largest T. Rowe Price buyer in Q4 2023 was Morgan Stanley, an estimated $263M added.
  • The largest T. Rowe Price seller in Q4 2023 was JP Morgan Chase, an estimated $209M sold.

Based on aggregated 13F filings for Q4 2023.