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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
FWM
1201
FFT Wealth Management
Pennsylvania
-$209K -1,062 Closed
CCWA
1202
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$206K -1,045 Closed
IWA
1203
IBEX Wealth Advisors
New Jersey
-$204K -1,038 Closed
CNC
1204
Canandaigua National Corp
New York
-$203K -1,032 Closed
FRM
1205
Fox Run Management
Connecticut
-$201K -1,023 Closed
BFM
1206
Boothbay Fund Management
New York
-$200K -1,018 Closed
RCAG
1207
Rehmann Capital Advisory Group
Michigan
-$219K -985 Closed
CI
1208
CX Institutional
Indiana
-$156K -795 Closed
DOA
1209
D'Orazio & Associates
Virginia
-$132K -671 Closed
MA
1210
MCF Advisors
Kentucky
-$111K -565 Closed
VNIM
1211
Vaughan Nelson Investment Management
Texas
-$93K -471 Closed
CMBA
1212
C.M. Bidwell & Associates
Hawaii
-$67K -339 Closed
DFCM
1213
Dark Forest Capital Management
Puerto Rico
-$62K -316 Closed
AWA
1214
Arkadios Wealth Advisors
Georgia
-$52K -265 Closed
PP
1215
PrairieView Partners
Minnesota
-$39K -200 Closed
LWM
1216
Liberty Wealth Management
California
-$34K -173 Closed
CDIA
1217
Capital Directions Investment Advisors
Georgia
-$30K -150 Closed
KIG
1218
Kowal Investment Group
Wisconsin
-$21K -108 Closed
HF
1219
Halpern Financial
Virginia
-$19.5K -99 Closed
BMD
1220
Better Money Decisions
New Mexico
-$17K -89 Closed
CPC
1221
Consolidated Planning Corp
Georgia
-$15K -76 Closed
BFC
1222
Bedel Financial Consulting
Indiana
-$15K -75 Closed
RCA
1223
Ranch Capital Advisors
Florida
-$15K -75 Closed
AW
1224
Avion Wealth
Texas
-$14K -73 Closed
TAIM
1225
TD Ameritrade Investment Management
Nebraska
-$9K -71 Closed

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.