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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
PRC
901
Pearl River Capital
Michigan
$276K +$285K +1,404 New
TW
902
Towerpoint Wealth
California
$273K
MSWMA
903
Market Street Wealth Management Advisors
Indiana
$272K
IAIM
904
Industrial Alliance Investment Management
Quebec, Canada
$272K +$281K +1,382 New
GD
905
Grandfield & Dodd
New York
$270K +$4.06K +20 +1%
SIMG
906
Sonora Investment Management Group
Arizona
$269K +$278K +1,370 New
IIA
907
ICW Investment Advisors
Arizona
$265K +$1.42K +7 +0.5%
5L
908
55I LLC
Massachusetts
$265K +$14K +69 +5%
SYBT
909
Stock Yards Bank & Trust
Kentucky
$265K +$42.5K +209 +18%
BSW
910
Buckingham Strategic Wealth
Missouri
$262K +$25K +123 +10%
AA
911
Argent Advisors
Louisiana
$261K
EWM
912
Evermay Wealth Management
Virginia
$261K +$60.9K +300 +29%
AFS
913
Access Financial Services
Minnesota
$260K
WC
914
Weil Company
California
$259K +$1.42K +7 +0.5%
AFS
915
Annapolis Financial Services
Maryland
$258K -$66.8K -329 -20%
CA
916
Clearstead Advisors
Ohio
$258K -$10.4K -51 -4%
PFM
917
Parsec Financial Management
North Carolina
$256K
PCS
918
Personal CFO Solutions
New Jersey
$256K +$265K +1,304 New
GLA
919
Good Life Advisors
Pennsylvania
$253K
4WM
920
44 Wealth Management
Oregon
$252K +$12.2K +60 +5%
BFO
921
Boston Family Office
Massachusetts
$252K +$260K +1,281 New
SW
922
SkyOak Wealth
Michigan
$252K +$261K +1,283 New
SAM
923
S.A. Mason
Michigan
$251K
DWM
924
Destination Wealth Management
California
$249K
GBT
925
Grove Bank & Trust
Florida
$249K

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.