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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
TFA
1051
Transamerica Financial Advisors
Florida
$1K -$697 -7 -88%
AW
1052
Avion Wealth
Texas
$1K -$199 -2 -17%
WPA
1053
West Paces Advisors
Georgia
$969 – – –
AT
1054
Arlington Trust
Alabama
$646 – – –
TC
1055
Trust Company
Kansas
$431 – – –
CCA
1056
Criterion Capital Advisors
Tennessee
$20 – – –
DWM
1057
Dogwood Wealth Management
Kansas
$5 – – –
SC
1058
SRB Corp
Massachusetts
– -$101M -963,433 Closed
CF
1059
Cantor Fitzgerald
New York
– -$10.3M -98,200 Closed
SEC
1060
Seven Eight Capital
New York
– -$2.64M -25,163 Closed
Simplex Trading
1061
Simplex Trading
Illinois
– -$2.3M -23,125 Closed
WFG
1062
Wills Financial Group
Virginia
– -$1.99M -18,983 Closed
BCM
1063
Bayesian Capital Management
New York
– -$1.95M -18,627 Closed
PP
1064
Paloma Partners
Connecticut
– -$1.59M -15,995 Closed
SBH
1065
Segall Bryant & Hamill
Illinois
– -$1.45M -13,849 Closed
CIP
1066
Convergence Investment Partners
Florida
– -$1.2M -11,446 Closed
SWM
1067
SFG Wealth Management
Maryland
– -$1.17M -11,149 Closed
Rockefeller Capital Management
1068
Rockefeller Capital Management
New York
– -$1.17M -11,131 Closed
CCM
1069
Consolidated Capital Management
California
– -$1.16M -11,038 Closed
CCM
1070
Cinctive Capital Management
New York
– -$886K -8,453 Closed
SIS
1071
Strategic Investment Solutions
Illinois
– -$710K -6,300 Closed
MNBTD
1072
Moody National Bank Trust Division
Texas
– -$567K -5,408 Closed
LSA
1073
Lion Street Advisors
Texas
– -$541K -5,154 Closed
Point72 Asset Management
1074
Point72 Asset Management
Connecticut
– -$523K -4,986 Closed
SPA
1075
Sherbrooke Park Advisers
New York
– -$509K -4,858 Closed
41 42
43
44 45

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.