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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
LCM
1076
Logan Capital Management
Pennsylvania
$3K -$27.5K -178 -90%
APW
1077
Acima Private Wealth
Virginia
$3K
CCM
1078
Copeland Capital Management
Pennsylvania
$3K
WAS
1079
Winch Advisory Services
Wisconsin
$3K
IHWM
1080
Iron Horse Wealth Management
Iowa
$3K +$3.09K +20 New
DI
1081
Disciplined Investments
Oklahoma
$3K +$3.24K +21 New
Loomis, Sayles & Company
1082
Loomis, Sayles & Company
Massachusetts
$2K -$4.48K -29 -66%
SC
1083
Sierra Capital
Florida
$2K -$1.54K -10 -40%
SC
1084
Schubert & Co
Texas
$2K -$618 -4 -20%
VCM
1085
Versant Capital Management
Arizona
$2K -$154 -1 -7%
APC
1086
Aspire Private Capital
North Carolina
$2K
MFT
1087
Moisand Fitzgerald Tamayo
Florida
$2K +$1.54K +10 New
TAIM
1088
TD Ameritrade Investment Management
Nebraska
$2K +$1.54K +10 New
FEG
1089
Financial Enhancement Group
Indiana
$2K +$1.85K +12 New
WPA
1090
West Paces Advisors
Georgia
$1.36K +$1.39K +9 New
GFPC
1091
Global Financial Private Client
Florida
$1.22K -$3.55K -23 -74%
CWM
1092
Curi Wealth Management
North Carolina
$1K
S
1093
Surevest
California
$1K
TFGT
1094
TS Financial Group (TSFG)
Illinois
$1K
PI
1095
PEAK6 Investments
Illinois
$1K +$618 +4 New
SIC
1096
SJS Investment Consulting
Ohio
$1K +$618 +4 New
GWMIA
1097
Global Wealth Management Investment Advisory
Florida
$1K +$1.39K +9 New
IWP
1098
IAG Wealth Partners
Wisconsin
$1K +$1.39K +9 New
BIM
1099
Baldwin Investment Management
Pennsylvania
$779
ED
1100
Exane Derivatives
France
$302

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.