We are live on ! Find out more
TROW icon

T. Rowe Price

1,102 hedge funds and large institutions have $24.7B invested in T. Rowe Price in 2022 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 468 increasing their positions, 368 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 368

10% more call options, than puts

Call options by funds: $126M | Put options by funds: $115M

0.11% less ownership

Funds ownership: 73.14%73.03% (-0.11%)

4% less funds holding

Funds holding: 1,1471,102 (-45)

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

23% less capital invested

Capital invested by funds: $32.1B → $24.7B (-$7.37B)

24% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 138

Holders
1,102
Holders Change
-45
Holders Change %
-3.92%
% of All Funds
17.38%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.3%
New
105
Increased
468
Reduced
368
Closed
138
Calls
$126M
Puts
$115M
Net Calls
+$11.6M
Net Calls Change
+$53.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
351
Steward Partners Investment Advisory
New York
$3.21M -$1.5M -9,708 -31%
HAI
352
Hennessy Advisors Inc
California
$3.21M +$803K +5,200 +33%
MPM
353
Meritage Portfolio Management
Kansas
$3.2M -$5.97M -38,660 -65%
AT
354
American Trust
Kentucky
$3.19M -$95.4K -618 -3%
Rockefeller Capital Management
355
Rockefeller Capital Management
New York
$3.17M -$38.8K -251 -1%
NIC
356
Northwest Investment Counselors
Oregon
$3.17M +$151K +980 +5%
OAM
357
Oak Asset Management
California
$3.17M -$6.79K -44 -0.2%
MFG
358
Monte Financial Group
Connecticut
$3.08M +$3.15M +20,389 New
CAN
359
Cetera Advisor Networks
California
$3.04M +$260K +1,681 +9%
Cerity Partners
360
Cerity Partners
New York
$2.94M -$5.71K -37 -0.2%
RC
361
RegentAtlantic Capital
New Jersey
$2.92M +$35.7K +231 +1%
SAM
362
Securian Asset Management
Minnesota
$2.91M +$23.6K +153 +0.8%
PFS
363
Prospera Financial Services
Texas
$2.91M +$159K +1,031 +6%
KBC Group
364
KBC Group
Belgium
$2.87M -$95.3K -617 -3%
PAG
365
Private Advisor Group
New Jersey
$2.86M +$310K +2,007 +12%
MML Investors Services
366
MML Investors Services
Massachusetts
$2.86M +$588K +3,806 +25%
HIC
367
Hartline Investment Corp
Illinois
$2.84M -$347K -2,250 -14%
JWM
368
Jackson Wealth Management
Florida
$2.82M -$18.2K -118 -0.6%
PHK
369
Point72 Hong Kong
Hong Kong
$2.8M +$2.25M +14,581 +372%
Wealthfront Advisers
370
Wealthfront Advisers
California
$2.79M +$169K +1,094 +6%
V
371
Veritable
Delaware
$2.79M +$450K +2,913 +19%
TFCP
372
Twin Focus Capital Partners
Massachusetts
$2.78M +$618 +4 +0%
FMWA
373
Forvis Mazars Wealth Advisors
Missouri
$2.77M +$61K +395 +2%
BMSSC
374
B. Metzler seel. Sohn & Co
Germany
$2.77M -$347K -2,250 -11%
LBC
375
Lowe Brockenbrough & Co
Virginia
$2.77M -$276K -1,785 -9%

TROW Hedge Fund Activity: Q1 2022 in Review

1,102 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q1 2022, worth a combined $24.7B — down 23% from $32.1B a quarter earlier.

Sellers outnumbered buyers: 138 funds closed out of TROW and 105 opened new positions — a net loss of 33 holders — while 368 trimmed existing stakes and 468 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $319M. The largest seller was Ameriprise, cutting an estimated $543M.

  • 1,102 institutional investors held T. Rowe Price (TROW) as of Q1 2022, down from 1,147 in Q4 2021.
  • Funds reported $24.7B of T. Rowe Price stock for Q1 2022, down 23% quarter-over-quarter.
  • 105 funds opened new T. Rowe Price positions in Q1 2022 and 138 closed out, a net change of -33 holders.
  • The largest T. Rowe Price buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $319M added.
  • The largest T. Rowe Price seller in Q1 2022 was Ameriprise, an estimated $543M sold.

Based on aggregated 13F filings for Q1 2022.