We are live on ! Find out more
RMT

Royce Micro-Cap Trust

81 hedge funds and large institutions have $84.6M invested in Royce Micro-Cap Trust in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 20

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

0% more funds holding

Funds holding: 8181 (0)

0.93% less ownership

Funds ownership: 27.95%27.02% (-0.93%)

5% less capital invested

Capital invested by funds: $89.4M → $84.6M (-$4.8M)

Holders
81
Holders Change
Holders Change %
0%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
45
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
1
Horizon Kinetics Asset Management
New York
$12.4M -$7.74M -937,061 -38%
Wells Fargo
2
Wells Fargo
California
$10.3M +$601K +72,688 +6%
UBS Group
3
UBS Group
Switzerland
$6.41M -$208K -25,218 -3%
AAM
4
Advisors Asset Management
Colorado
$4.02M -$127K -15,406 -3%
Morgan Stanley
5
Morgan Stanley
New York
$4.01M -$1.4M -168,842 -26%
SFS
6
Shaker Financial Services
Virginia
$3.93M +$1.63M +197,789 +71%
FAAS
7
First Allied Advisory Services
California
$3.46M +$53.6K +6,483 +2%
PAIM
8
Punch & Associates Investment Management
Minnesota
$3.27M +$145K +17,525 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.97M +$2.05M +248,517 +221%
FC
10
FCA Corp
Texas
$2.73M +$40.4K +4,883 +1%
WAM
11
Wolverine Asset Management
Illinois
$2.62M +$537K +64,927 +26%
FHA
12
Flagship Harbor Advisors
Massachusetts
$2.43M -$91.1K -11,022 -4%
TFF
13
The Family Firm
Maryland
$2.02M +$121K +14,696 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.82M +$56.7K +6,862 +3%
BA
15
Bard Associates
Illinois
$1.69M -$14.9K -1,800 -0.9%
LPL Financial
16
LPL Financial
California
$1.45M +$90.4K +10,943 +7%
Bank of America
17
Bank of America
North Carolina
$1.22M +$608K +73,625 +98%
MAA
18
Mraz Amerine & Associates
California
$1.17M -$7.92K -959 -0.7%
Stifel Financial
19
Stifel Financial
Missouri
$1.07M +$27.4K +3,313 +3%
FAIM
20
Financial Advocates Investment Management
Washington
$940K +$442K +53,478 +88%
FFA
21
First Foundation Advisors
California
$876K -$4.29K -519 -0.5%
JIP
22
Jaffetilchin Investment Partners
Florida
$869K +$34.5K +4,170 +4%
Brown Advisory
23
Brown Advisory
Maryland
$671K -$8.58K -1,038 -1%
PPA
24
Parametric Portfolio Associates
Washington
$659K +$171K +20,735 +35%
PC
25
Pecaut & Co
Iowa
$638K -$111K -13,482 -15%

RMT Hedge Fund Activity: Q2 2019 in Review

81 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Royce Micro-Cap Trust (RMT) for Q2 2019, worth a combined $84.6M — down 5.4% from $89.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new RMT positions and 7 closed out — a net gain of 2 holders — while 45 added to existing stakes and 20 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $2.05M. The largest seller was Horizon Kinetics Asset Management, cutting an estimated $7.74M.

  • 81 institutional investors held Royce Micro-Cap Trust (RMT) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $84.6M of Royce Micro-Cap Trust stock for Q2 2019, down 5.4% quarter-over-quarter.
  • 9 funds opened new Royce Micro-Cap Trust positions in Q2 2019 and 7 closed out, a net change of +2 holders.
  • The largest Royce Micro-Cap Trust buyer in Q2 2019 was Geode Capital Management, an estimated $2.05M added.
  • The largest Royce Micro-Cap Trust seller in Q2 2019 was Horizon Kinetics Asset Management, an estimated $7.74M sold.

Based on aggregated 13F filings for Q2 2019.