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T. Rowe Price

1,148 hedge funds and large institutions have $32.1B invested in T. Rowe Price in 2021 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 413 increasing their positions, 397 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 90

3% more funds holding

Funds holding: 1,1181,148 (+30)

4% more repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 397

0.92% more ownership

Funds ownership: 72.23%73.14% (+0.92%)

1% less capital invested

Capital invested by funds: $32.2B → $32.1B (-$164M)

23% less call options, than puts

Call options by funds: $140M | Put options by funds: $182M

28% less funds holding in top 10

Funds holding in top 10: 3223 (-9)

Holders
1,148
Holders Change
+30
Holders Change %
+2.68%
% of All Funds
17.66%
Holding in Top 10
23
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-28.13%
% of All Funds
0.35%
New
139
Increased
413
Reduced
397
Closed
90
Calls
$140M
Puts
$182M
Net Calls
-$42.3M
Net Calls Change
-$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
726
Anchor Investment Management
South Carolina
$492K -$15K -74 -3%
BRA
727
Bender Robert & Associates
California
$491K
PAM
728
Premier Asset Management
Illinois
$487K -$797K -3,925 -61%
EFS
729
Essex Financial Services
Connecticut
$486K -$165K -812 -25%
TIM
730
Thompson Investment Management
Wisconsin
$486K
DSC
731
Duncker Streett & Co
Missouri
$484K +$73.1K +360 +17%
CI
732
Conning Inc
Connecticut
$481K -$84.7K -417 -15%
CCA
733
Checchi Capital Advisers
California
$480K +$18.5K +91 +4%
GL
734
Graypoint LLC
New York
$479K -$12.8K -63 -3%
AIL
735
AGF Investments LLC
Ontario, Canada
$478K +$15.2K +75 +3%
AWM
736
Accel Wealth Management
Iowa
$476K +$190K +935 +63%
CGL
737
Clarius Group LLC
Washington
$475K +$16.5K +81 +3%
CT
738
Chicago Trust
Illinois
$475K +$18.9K +93 +4%
LC
739
Lincoln Capital
Nebraska
$473K
MME
740
Meag Munich Ergo
Germany
$473K
BWP
741
Baldwin Wealth Partners
Massachusetts
$472K
FWM
742
Frontier Wealth Management
Missouri
$470K
Lido Advisors
743
Lido Advisors
California
$470K +$112K +553 +30%
JE
744
JMAC Enterprises
Pennsylvania
$468K +$631K +3,108 New
CA
745
Cetera Advisors
Colorado
$466K -$81.7K -402 -15%
FMLI
746
Fukoku Mutual Life Insurance
Japan
$460K +$16.3K +80 +4%
VAS
747
Vestmark Advisory Solutions
Massachusetts
$460K +$33.9K +167 +8%
LCM
748
Liberty Capital Management
Michigan
$458K
SC
749
Savant Capital
Illinois
$457K +$63.4K +312 +16%
EH
750
Equitable Holdings
New York
$454K +$469K +2,310 New

TROW Hedge Fund Activity: Q4 2021 in Review

1,148 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q4 2021, worth a combined $32.1B — down 0.51% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new TROW positions and 90 closed out — a net gain of 49 holders — while 413 added to existing stakes and 397 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $271M. The largest seller was First Trust Advisors, cutting an estimated $171M.

  • 1,148 institutional investors held T. Rowe Price (TROW) as of Q4 2021, up from 1,118 in Q3 2021.
  • Funds reported $32.1B of T. Rowe Price stock for Q4 2021, down 0.51% quarter-over-quarter.
  • 139 funds opened new T. Rowe Price positions in Q4 2021 and 90 closed out, a net change of +49 holders.
  • The largest T. Rowe Price buyer in Q4 2021 was Fidelity Investments, an estimated $271M added.
  • The largest T. Rowe Price seller in Q4 2021 was First Trust Advisors, an estimated $171M sold.

Based on aggregated 13F filings for Q4 2021.