We are live on ! Find out more
TROW icon

T. Rowe Price

1,042 hedge funds and large institutions have $19.2B invested in T. Rowe Price in 2022 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 469 increasing their positions, 333 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 333

1.56% more ownership

Funds ownership: 73.03%74.58% (+1.6%)

5% less funds holding

Funds holding: 1,1021,042 (-60)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

22% less capital invested

Capital invested by funds: $24.7B → $19.2B (-$5.53B)

33% less call options, than puts

Call options by funds: $144M | Put options by funds: $213M

35% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 127

Holders
1,042
Holders Change
-60
Holders Change %
-5.44%
% of All Funds
17.55%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.29%
New
83
Increased
469
Reduced
333
Closed
127
Calls
$144M
Puts
$213M
Net Calls
-$69.5M
Net Calls Change
-$81.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GL
751
Graypoint LLC
New York
$297K +$24.7K +194 +8%
CT
752
Chicago Trust
Illinois
$295K -$35.6K -280 -10%
SEC
753
Seven Eight Capital
New York
$294K +$329K +2,585 New
SC
754
Savant Capital
Illinois
$290K +$13.1K +103 +4%
MNBTD
755
Moody National Bank Trust Division
Texas
$290K +$324K +2,551 New
BAMF
756
BI Asset Management Fondsmaeglerselskab
Denmark
$287K -$3.44M -27,102 -91%
FTDI
757
First Trust Direct Indexing
Massachusetts
$287K +$1.65K +13 +0.5%
TPW
758
TL Private Wealth
Texas
$284K
QCG
759
Quadrant Capital Group
Ohio
$283K -$43.5K -342 -12%
RPCONE
760
Retirement Planning Company of New England
Rhode Island
$283K +$79.2K +623 +33%
PA
761
Profund Advisors
Maryland
$281K -$96.6K -760 -24%
BWP
762
Baldwin Wealth Partners
Massachusetts
$281K
MCM
763
Mendel Capital Management
Arkansas
$281K +$15.6K +123 +5%
ACM
764
Ashford Capital Management
Delaware
$281K +$89K +700 +39%
PA
765
PFG Advisors
Arizona
$279K -$26.2K -206 -8%
MSFS
766
Main Street Financial Solutions
Pennsylvania
$279K +$43.3K +341 +16%
TAM
767
Trust Asset Management
Texas
$275K +$17.3K +136 +6%
TWA
768
TCI Wealth Advisors
Arizona
$273K -$381 -3 -0.1%
LC
769
Lincoln Capital
Nebraska
$273K
SSW
770
Smith Shellnut Wilson
Mississippi
$266K -$22K -173 -7%
SIA
771
Soltis Investment Advisors
Utah
$266K +$67.4K +530 +29%
LCM
772
Liberty Capital Management
Michigan
$265K
PCS
773
Personal CFO Solutions
New Jersey
$265K +$74.7K +588 +34%
LOAMS
774
Lombard Odier Asset Management (Switzerland)
Switzerland
$264K +$295K +2,320 New
BCA
775
Bay Colony Advisors
Massachusetts
$263K +$271K +2,133 New

TROW Hedge Fund Activity: Q2 2022 in Review

1,042 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q2 2022, worth a combined $19.2B — down 22% from $24.7B a quarter earlier.

Sellers outnumbered buyers: 127 funds closed out of TROW and 83 opened new positions — a net loss of 44 holders — while 333 trimmed existing stakes and 469 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $230M. The largest seller was CFS Investment Advisory Services, cutting an estimated $263M.

  • 1,042 institutional investors held T. Rowe Price (TROW) as of Q2 2022, down from 1,102 in Q1 2022.
  • Funds reported $19.2B of T. Rowe Price stock for Q2 2022, down 22% quarter-over-quarter.
  • 83 funds opened new T. Rowe Price positions in Q2 2022 and 127 closed out, a net change of -44 holders.
  • The largest T. Rowe Price buyer in Q2 2022 was Capital World Investors, an estimated $230M added.
  • The largest T. Rowe Price seller in Q2 2022 was CFS Investment Advisory Services, an estimated $263M sold.

Based on aggregated 13F filings for Q2 2022.