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T. Rowe Price

1,147 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: 1,1171,147 (+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
1,147
Holders Change
+30
Holders Change %
+2.69%
% of All Funds
17.65%
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
KTC
1076
Kistler-Tiffany Companies
Pennsylvania
$20K
LFG
1077
Larson Financial Group
Missouri
$20K
MWM
1078
Mascoma Wealth Management
New Hampshire
$20K
CWM
1079
Cranbrook Wealth Management
Michigan
$19K -$3.05K -15 -14%
SC
1080
Seldon Capital
California
$19K +$19.3K +95 New
Jones Financial Companies
1081
Jones Financial Companies
Missouri
$18K -$17.3K -85 -49%
AF
1082
Advisornet Financial
Minnesota
$18K +$5.08K +25 +38%
TFP
1083
Tilia Fiduciary Partners
North Carolina
$18K +$18.5K +91 New
CF
1084
Concorde Financial
Texas
$16K +$16.5K +81 New
NIM
1085
NuWave Investment Management
New Jersey
$15K -$432K -2,126 -96%
AAP
1086
Arax Advisory Partners
Colorado
$15K
AWM
1087
Atticus Wealth Management
Florida
$15K +$15K +74 New
DWA
1088
Delos Wealth Advisors
Texas
$14K +$14.6K +72 New
FPWM
1089
FSB Premier Wealth Management
Iowa
$14K +$15.2K +75 New
IRC
1090
Investors Research Corp
Georgia
$13K
WT
1091
Washington Trust
Rhode Island
$13K +$3.05K +15 +30%
BWL
1092
Bogart Wealth LLC
Virginia
$12K
PCA
1093
Providence Capital Advisors
North Carolina
$12K +$7.72K +38 +181%
EWA
1094
EverSource Wealth Advisors
Alabama
$11K +$11.4K +56 New
FGAM
1095
Financial Gravity Asset Management
Texas
$10.6K +$1.23M +6,052 +11,004%
SWA
1096
Sutton Wealth Advisors
Florida
$10K +$1.63K +8 +19%
ME
1097
McIlrath & Eck
Washington
$10K
OIA
1098
Optimum Investment Advisors
Illinois
$10K
RG
1099
Retirement Group
California
$10K +$10.4K +51 New
RPCONE
1100
Retirement Planning Company of New England
Rhode Island
$10K +$10.8K +53 New

TROW Hedge Fund Activity: Q4 2021 in Review

1,147 of the 6,498 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.

  • 1,147 institutional investors held T. Rowe Price (TROW) as of Q4 2021, up from 1,117 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.