Royce Global Value Trust
64 hedge funds and large institutions have $18M invested in Royce Global Value Trust in 2013 Q4 according to their latest regulatory filings, with 64 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
19.92% more ownership
Funds ownership: 0% → 19.92% (+20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVP
Relative Value Partners
Northbrook,
Illinois
|
+$2.46M |
| 2 |
Morgan Stanley
New York
|
+$2.25M |
| 3 |
Lazard Asset Management
New York
|
+$2.2M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$1.22M |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.12M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
51
WFG Advisors
Dallas,
Texas
| $4K | +$3.8K | +439 | New |
|
|
FHA
52
First Horizon Advisors
Memphis,
Tennessee
| $3K | +$3.21K | +371 | New |
|
|
JFA
53
JNBA Financial Advisors
Bloomington,
Minnesota
| $2K | +$1.7K | +196 | New |
|
|
AA
54
Apriem Advisors
Irvine,
California
| $2K | +$1.85K | +214 | New |
|
|
HI
55
Hudock Inc
Williamsport,
Pennsylvania
| $2K | +$1.98K | +229 | New |
|
|
WEC
56
Winslow Evans & Crocker
Boston,
Massachusetts
| $1K | +$571 | +66 | New |
|
|
TDC
57
Thompson Davis & Co
Richmond,
Virginia
| $1K | +$719 | +83 | New |
|
58
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | +$1.07K | +124 | New |
|
|
TSW
59
Thompson Siegel & Walmsley
Richmond,
Virginia
| $1K | +$1.2K | +139 | New |
|
60
US Bancorp
Minneapolis,
Minnesota
| $1K | +$1.25K | +144 | New |
|
|
CWM
61
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| – | +$113 | +13 | New |
|
|
AC
62
Alexandria Capital
Arlington,
Virginia
| – | +$346 | +40 | New |
|
|
SA
63
SRH Advisors
Salina,
Kansas
| – | +$407 | +47 | New |
|
|
CFA
64
Carroll Financial Associates
Charlotte,
North Carolina
| – | +$537 | +62 | New |
|
RGT Hedge Fund Activity: Q4 2013 in Review
64 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Royce Global Value Trust (RGT) for Q4 2013, worth a combined $18M.
Buyers outnumbered sellers: 64 funds opened new RGT positions and 0 closed out — a net gain of 64 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Relative Value Partners, opening a new position worth an estimated $2.46M.
- 64 institutional investors held Royce Global Value Trust (RGT) as of Q4 2013, up from 0 in Q3 2013.
- Funds reported $18M of Royce Global Value Trust stock for Q4 2013.
- 64 funds opened new Royce Global Value Trust positions in Q4 2013 and 0 closed out, a net change of +64 holders.
- The largest Royce Global Value Trust buyer in Q4 2013 was Relative Value Partners, an estimated $2.46M added.
Based on aggregated 13F filings for Q4 2013.