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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
TIM
726
Tortoise Investment Management
New York
$426K
HWM
727
HB Wealth Management
Georgia
$426K +$27.2K +176 +7%
RCM
728
Radnor Capital Management
Pennsylvania
$418K
ACS
729
Archford Capital Strategies
Illinois
$418K +$85.8K +556 +26%
TW
730
TrinityPoint Wealth
Connecticut
$411K +$8.18K +53 +2%
TCOT
731
Trust Company of Toledo
Ohio
$408K -$1.54K -10 -0.4%
TC
732
Trust Company
Kansas
$405K -$3.55K -23 -0.9%
CAM
733
Cypress Asset Management
Texas
$404K -$251K -1,625 -38%
GHA
734
GW Henssler & Associates
Georgia
$403K
PA
735
PFG Advisors
Arizona
$403K +$154 +1 +0%
GRP
736
Global Retirement Partners
California
$403K +$517K +3,346 New
BSA
737
Braun Stacey Associates
New York
$401K
SFA
738
Sequoia Financial Advisors
Ohio
$400K +$149K +963 +57%
AAS
739
Ameritas Advisory Services
Nebraska
$394K -$618 -4 -0.2%
SF
740
Synovus Financial
Georgia
$386K -$71.3K -462 -15%
TA
741
TFG Advisers
Michigan
$384K -$772 -5 -0.2%
ECM
742
Evergreen Capital Management
Washington
$383K +$124K +805 +47%
SRIM
743
Saratoga Research & Investment Management
California
$383K +$391K +2,534 New
PP
744
Paloma Partners
Connecticut
$382K -$604K -3,913 -61%
SSW
745
Smith Shellnut Wilson
Mississippi
$381K +$1.39K +9 +0.4%
FTDI
746
First Trust Direct Indexing
Massachusetts
$380K
LIM
747
Longfellow Investment Management
Massachusetts
$379K +$48.5K +314 +14%
EAM
748
Empirical Asset Management
Massachusetts
$378K -$13.7K -89 -3%
HW
749
Hancock Whitney
Mississippi
$375K -$1.7M -11,032 -82%
BWP
750
Baldwin Wealth Partners
Massachusetts
$373K +$10.3K +67 +3%

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.