RMT

Royce Micro-Cap Trust
RMT

Overview Fund Activity

98 hedge funds and large institutions have $147M invested in Royce Micro-Cap Trust in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+10
Holders Change %
+11.36%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
38
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22M
2
Wells Fargo
2
Wells Fargo
California
$5.59M
3
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$3.63M
4
WAM
4
Wolverine Asset Management
Illinois
$1.8M
5
SFS
5
Shaker Financial Services
Virginia
$5.95M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$1.6M
2
AAM
2
Advisors Asset Management
Colorado
$6.3M
3
AW
3
Atlas Wealth
Ohio
$0
4
AA
4
AQR Arbitrage
Connecticut
$1.89M
5
CA
5
Clearstead Advisors
Ohio
$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
101
Citigroup
New York
– -$9 -1 Closed
1 2 3 4
5