Royce Micro-Cap Trust
RMT
90 hedge funds and large institutions have $139M invested in Royce Micro-Cap Trust in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 8 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 24
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
1.11% more ownership
Funds ownership: 29.89% → 31% (+1.1%)
1% more capital invested
Capital invested by funds: $137M → $139M (+$1.16M)
0% more funds holding
Funds holding: 90 → 90 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.89M |
| 2 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$2.38M |
| 3 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$1.28M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.01M |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$832K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$2.87M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.3M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.2M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$723K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$236K |
RMT Hedge Fund Activity: Q2 2024 in Review
90 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Royce Micro-Cap Trust (RMT) for Q2 2024, worth a combined $139M — up 0.85% from $137M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new RMT positions and 8 closed out — a net gain of 1 holder — while 36 added to existing stakes and 24 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.89M. The largest seller was Allspring Global Investments, cutting an estimated $2.87M.
- 90 institutional investors held Royce Micro-Cap Trust (RMT) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $139M of Royce Micro-Cap Trust stock for Q2 2024, up 0.85% quarter-over-quarter.
- 9 funds opened new Royce Micro-Cap Trust positions in Q2 2024 and 8 closed out, a net change of +1 holder.
- The largest Royce Micro-Cap Trust buyer in Q2 2024 was Morgan Stanley, an estimated $2.89M added.
- The largest Royce Micro-Cap Trust seller in Q2 2024 was Allspring Global Investments, an estimated $2.87M sold.
Based on aggregated 13F filings for Q2 2024.