Royce Micro-Cap Trust
RMT
87 hedge funds and large institutions have $110M invested in Royce Micro-Cap Trust in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
14% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 28
1% more funds holding
Funds holding: 86 → 87 (+1)
0.5% less ownership
Funds ownership: 28.92% → 28.42% (-0.5%)
1% less capital invested
Capital invested by funds: $111M → $110M (-$1.09M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$713K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$575K |
| 3 |
MC
Matisse Capital
Portland,
Oregon
|
+$334K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$297K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$295K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.28M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$1.28M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.13M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$567K |
| 5 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$232K |
RMT Hedge Fund Activity: Q1 2023 in Review
87 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Royce Micro-Cap Trust (RMT) for Q1 2023, worth a combined $110M — down 0.98% from $111M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new RMT positions and 7 closed out — a net gain of 2 holders — while 32 added to existing stakes and 28 trimmed.
The largest buyer was Allspring Global Investments, adding an estimated $713K. The largest seller was Morgan Stanley, cutting an estimated $1.28M.
- 87 institutional investors held Royce Micro-Cap Trust (RMT) as of Q1 2023, up from 86 in Q4 2022.
- Funds reported $110M of Royce Micro-Cap Trust stock for Q1 2023, down 0.98% quarter-over-quarter.
- 9 funds opened new Royce Micro-Cap Trust positions in Q1 2023 and 7 closed out, a net change of +2 holders.
- The largest Royce Micro-Cap Trust buyer in Q1 2023 was Allspring Global Investments, an estimated $713K added.
- The largest Royce Micro-Cap Trust seller in Q1 2023 was Morgan Stanley, an estimated $1.28M sold.
Based on aggregated 13F filings for Q1 2023.