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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
LS
1076
Leelyn Smith
Illinois
-$54.5K -500 Closed
MME
1077
Meag Munich Ergo
Germany
-$54.5K -500 Closed
GPI
1078
General Partner Inc
Pennsylvania
-$52.9K -485 Closed
MUMSS
1079
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$32K -290 Closed
ZIG
1080
Zullo Investment Group
Pennsylvania
-$30.1K -276 Closed
RFA
1081
Resurgent Financial Advisors
Georgia
-$21.2K -194 Closed
ETC
1082
Exchange Traded Concepts
Oklahoma
-$16.6K -152 Closed
OCM
1083
Osterweis Capital Management
California
-$12.7K -116 Closed
MPCL
1084
My Personal CFO LLC
Washington
-$12.4K -114 Closed
FGAM
1085
Financial Gravity Asset Management
Texas
-$95 -109 Closed
FPFS
1086
First Personal Financial Services
North Carolina
-$10.9K -100 Closed
SC
1087
Seldon Capital
California
-$10.4K -95 Closed
AWM
1088
Accurate Wealth Management
Florida
-$10.4K -89 Closed
RBC
1089
Romano Brothers & Co
Illinois
-$8.94K -82 Closed
DWP
1090
Destiny Wealth Partners
Florida
-$8.72K -80 Closed
USCWA
1091
U.S. Capital Wealth Advisors
Texas
-$8.62K -79 Closed
NSB
1092
Norway Savings Bank
Maine
-$6.65K -61 Closed
PP
1093
PrairieView Partners
Minnesota
-$6K -58 Closed
Canada Pension Plan Investment Board
1094
Canada Pension Plan Investment Board
Ontario, Canada
-$5.78K -53 Closed
First Manhattan
1095
First Manhattan
New York
-$5.13K -47 Closed
CSWM
1096
Cassady Schiller Wealth Management
Ohio
-$2.94K -27 Closed
EE
1097
EWG Elevate
California
-$2.84K -26 Closed
CCM
1098
Copeland Capital Management
Pennsylvania
-$2K -20 Closed
GEA
1099
Glen Eagle Advisors
New Jersey
-$1.78K -16 Closed
SC
1100
Sierra Capital
Florida
-$1K -7 Closed

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.