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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
JWA
1051
JFS Wealth Advisors
Pennsylvania
$11K +$7.26K +47 +181%
IRC
1052
Investors Research Corp
Georgia
$10K
BWL
1053
Bogart Wealth LLC
Virginia
$9K
Macquarie Group
1054
Macquarie Group
Australia
$8.69K +$1.09M +7,083 +14%
BWA
1055
BDO Wealth Advisors
Florida
$8K -$10K -65 -55%
ME
1056
McIlrath & Eck
Washington
$8K
OIA
1057
Optimum Investment Advisors
Illinois
$8K
MSFP
1058
Mark Sheptoff Financial Planning
Connecticut
$7K
VRM
1059
Vectors Research Management
New York
$7K
WTA
1060
Washington Trust Advisors
Massachusetts
$7K +$618 +4 +11%
BWM
1061
BerganKDV Wealth Management
Minnesota
$7K +$6.18K +40 +500%
SWA
1062
Sutton Wealth Advisors
Florida
$6.96K -$772 -5 -10%
CWM
1063
Cranbrook Wealth Management
Michigan
$6K -$8.8K -57 -60%
CWM
1064
Cedar Wealth Management
California
$6K
M
1065
MOTCO
Texas
$6K
SWM
1066
Sugarloaf Wealth Management
Georgia
$6K
GKIM
1067
GW&K Investment Management
Massachusetts
$6K +$6.02K +39 New
TAM
1068
Tucker Asset Management
Colorado
$5.15K +$4.17K +27 +386%
HI
1069
Hudock Inc
Pennsylvania
$5K
CAM
1070
Close Asset Management
United Kingdom
$4K
CFD
1071
Creative Financial Designs
Indiana
$4K
CA
1072
Crewe Advisors
Utah
$4K
DWP
1073
Destiny Wealth Partners
Florida
$4K
KFP
1074
KB Financial Partners
New Jersey
$4K
CI
1075
Cordant Inc
Oregon
$4K +$4.17K +27 New

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.