We are live on ! Find out more
TROW icon

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
AFS
1176
Access Financial Services
Minnesota
-$260K -1,321 Closed
PFM
1177
Parsec Financial Management
North Carolina
-$256K -1,300 Closed
GLA
1178
Good Life Advisors
Pennsylvania
-$253K -1,289 Closed
BFO
1179
Boston Family Office
Massachusetts
-$252K -1,281 Closed
GBT
1180
Grove Bank & Trust
Florida
-$249K -1,266 Closed
DWM
1181
Destination Wealth Management
California
-$249K -1,264 Closed
WP
1182
WealthSource Partners
California
-$248K -1,261 Closed
AAM
1183
Arabesque Asset Management
United Kingdom
-$243K -1,237 Closed
MWM
1184
Marietta Wealth Management
Georgia
-$243K -1,237 Closed
CIA
1185
Choate Investment Advisors
Massachusetts
-$243K -1,236 Closed
CBA
1186
Coastal Bridge Advisors
Connecticut
-$210K -1,227 Closed
ACI
1187
Alpha Cubed Investments
California
-$240K -1,223 Closed
MF
1188
Montis Financial
Massachusetts
-$239K -1,217 Closed
JG
1189
Jefferies Group
New York
-$236K -1,201 Closed
CCA
1190
Cobblestone Capital Advisors
New York
-$236K -1,200 Closed
BAM
1191
Barrett Asset Management
New York
-$230K -1,170 Closed
RWA
1192
Redhawk Wealth Advisors
Minnesota
-$223K -1,134 Closed
BOS
1193
Bank of Stockton
California
-$222K -1,130 Closed
CCP
1194
Clarkston Capital Partners
Michigan
-$222K -1,128 Closed
ICM
1195
IMS Capital Management
Oregon
-$221K -1,126 Closed
EFSCE
1196
Enterprise Financial Services Corp (EFSC)
Missouri
-$218K -1,109 Closed
CC
1197
Cadinha & Co
Hawaii
-$216K -1,100 Closed
ER
1198
Enlightenment Research
Florida
-$216K -1,100 Closed
MVA
1199
Mount Vernon Associates
Maryland
-$216K -1,100 Closed
NGA
1200
Naples Global Advisors
Florida
-$215K -1,094 Closed

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.