Royce Micro-Cap Trust
RMT
81 hedge funds and large institutions have $89.4M invested in Royce Micro-Cap Trust in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 10 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 21
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
14% more capital invested
Capital invested by funds: $78.6M → $89.4M (+$10.8M)
5% more funds holding
Funds holding: 77 → 81 (+4)
0.38% more ownership
Funds ownership: 27.57% → 27.95% (+0.38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.77M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.25M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$938K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$653K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$370K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$414K |
| 2 |
HI
HBK Investments
Dallas,
Texas
|
-$396K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$267K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$260K |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$219K |
RMT Hedge Fund Activity: Q1 2019 in Review
81 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Royce Micro-Cap Trust (RMT) for Q1 2019, worth a combined $89.4M — up 14% from $78.6M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new RMT positions and 10 closed out — a net gain of 5 holders — while 35 added to existing stakes and 21 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.77M. The largest seller was Stifel Financial, cutting an estimated $414K.
- 81 institutional investors held Royce Micro-Cap Trust (RMT) as of Q1 2019, up from 77 in Q4 2018.
- Funds reported $89.4M of Royce Micro-Cap Trust stock for Q1 2019, up 14% quarter-over-quarter.
- 15 funds opened new Royce Micro-Cap Trust positions in Q1 2019 and 10 closed out, a net change of +5 holders.
- The largest Royce Micro-Cap Trust buyer in Q1 2019 was Wells Fargo, an estimated $1.77M added.
- The largest Royce Micro-Cap Trust seller in Q1 2019 was Stifel Financial, an estimated $414K sold.
Based on aggregated 13F filings for Q1 2019.