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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
Loomis, Sayles & Company
1101
Loomis, Sayles & Company
Massachusetts
$9K -$12.8K -63 -59%
MSFP
1102
Mark Sheptoff Financial Planning
Connecticut
$9K
VRM
1103
Vectors Research Management
New York
$9K
CWM
1104
Cedar Wealth Management
California
$8K
M
1105
MOTCO
Texas
$8K
SN
1106
Sittner & Nelson
Oregon
$8K
AS
1107
Altshuler Shaham
Israel
$7K -$216K -1,062 -97%
SWM
1108
Sugarloaf Wealth Management
Georgia
$7K
WTA
1109
Washington Trust Advisors
Massachusetts
$7K +$7.72K +38 New
GFPC
1110
Global Financial Private Client
Florida
$6.1K +$4.67K +23 +288%
DWP
1111
Destiny Wealth Partners
Florida
$6K
HI
1112
Hudock Inc
Pennsylvania
$6K
CA
1113
Crewe Advisors
Utah
$6K +$5.69K +28 New
KFP
1114
KB Financial Partners
New Jersey
$6K +$5.89K +29 New
CFD
1115
Creative Financial Designs
Indiana
$5K -$6.91K -34 -57%
SC
1116
Sierra Capital
Florida
$5K +$5.08K +25 New
JWA
1117
JFS Wealth Advisors
Pennsylvania
$5K +$5.28K +26 New
RA
1118
Rise Advisors
New York
$4.69K +$4.88K +24 New
CAM
1119
Close Asset Management
United Kingdom
$4K
CCM
1120
Copeland Capital Management
Pennsylvania
$4K
WAS
1121
Winch Advisory Services
Wisconsin
$4K
SC
1122
Schubert & Co
Texas
$4K +$4.06K +20 New
HH
1123
HWG Holdings
Texas
$4K +$4.47K +22 New
APW
1124
Acima Private Wealth
Virginia
$3K
VCM
1125
Versant Capital Management
Arizona
$3K

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.