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
SWM
1001
Sugarloaf Wealth Management
Georgia
$4K
SFO
1002
Standard Family Office
South Dakota
$4K +$4.7K +37 New
GTAM
1003
Global Trust Asset Management
Florida
$3K -$16.7K -131 -84%
TFP
1004
Tilia Fiduciary Partners
North Carolina
$3K -$7.75K -61 -67%
WTA
1005
Washington Trust Advisors
Massachusetts
$3K -$1.52K -12 -29%
CFD
1006
Creative Financial Designs
Indiana
$3K
KFP
1007
KB Financial Partners
New Jersey
$3K
HI
1008
Hudock Inc
Pennsylvania
$3K +$127 +1 +3%
Loomis, Sayles & Company
1009
Loomis, Sayles & Company
Massachusetts
$3K +$1.52K +12 +80%
DWP
1010
Destiny Wealth Partners
Florida
$2K -$1.4K -11 -38%
CCM
1011
Copeland Capital Management
Pennsylvania
$2K
IHWM
1012
Iron Horse Wealth Management
Iowa
$2K
LCM
1013
Logan Capital Management
Pennsylvania
$2K
WAS
1014
Winch Advisory Services
Wisconsin
$2K
VCM
1015
Versant Capital Management
Arizona
$2K +$254 +2 +15%
TFA
1016
Transamerica Financial Advisors
Florida
$2K +$1.78K +14 New
APW
1017
Acima Private Wealth
Virginia
$1.93K
WPA
1018
West Paces Advisors
Georgia
$1.02K
Group One Trading
1019
Group One Trading
Illinois
$1K -$145K -1,137 -99%
DI
1020
Disciplined Investments
Oklahoma
$1K -$1.02K -8 -38%
SC
1021
Sierra Capital
Florida
$1K -$1.02K -8 -53%
MFT
1022
Moisand Fitzgerald Tamayo
Florida
$1K -$636 -5 -50%
APC
1023
Aspire Private Capital
North Carolina
$1K
CWM
1024
Curi Wealth Management
North Carolina
$1K
FEG
1025
Financial Enhancement Group
Indiana
$1K

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.