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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
QCG
751
Quadrant Capital Group
Ohio
$452K +$1.83K +9 +0.4%
BPFA
752
Barnes Pettey Financial Advisors
Mississippi
$452K +$467K +2,300 New
E
753
Ergoteles
New York
$451K -$94.3K -464 -17%
PSUF
754
People's United Financial
Connecticut
$451K -$10.8K -53 -2%
Capstone Investment Advisors
755
Capstone Investment Advisors
New York
$447K -$1.62M -7,994 -78%
WA1
756
Wimmer Associates 1
California
$444K +$18.3K +90 +4%
FHA
757
First Horizon Advisors
Tennessee
$442K -$203 -1 -0%
RWM
758
Ritholtz Wealth Management
New York
$439K +$6.3K +31 +1%
CHC
759
City Holding Co
West Virginia
$439K +$120K +589 +24%
TAM
760
Trust Asset Management
Texas
$437K
FAN
761
Financial Advisors Network
California
$435K -$28.8K -142 -6%
LA
762
Latitude Advisors
Florida
$434K +$75.8K +373 +20%
KFS
763
Kurt F. Somerville
$433K
GLLW
764
Graves Light Lenhart Wealth
Virginia
$430K
LIM
765
Longfellow Investment Management
Massachusetts
$430K
MWM
766
Modera Wealth Management
New Jersey
$429K +$444K +2,184 New
QI
767
Qtron Investments
Massachusetts
$427K -$885K -4,359 -67%
RMCM
768
Reynders McVeigh Capital Management
Massachusetts
$427K
CNAM
769
Campbell Newman Asset Management
Wisconsin
$426K
GVAG
770
Great Valley Advisor Group
Delaware
$425K +$13.6K +67 +3%
AR
771
Advisory Research
Illinois
$423K -$121K -595 -22%
ACS
772
Archford Capital Strategies
Illinois
$421K +$9.55K +47 +2%
PG
773
Prostatis Group
Maryland
$420K
OAM
774
Oppenheimer Asset Management
New York
$420K +$32.9K +162 +8%
VWA
775
V Wealth Advisors
Kansas
$416K -$148K -727 -26%

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.