Royce Value Trust
122 hedge funds and large institutions have $299M invested in Royce Value Trust in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
2% less funds holding
Funds holding: 124 → 122 (-2)
2.31% less ownership
Funds ownership: 31.69% → 29.38% (-2.3%)
Holders
122
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$3.42M | |
| 2 | +$2.41M | |
| 3 | +$2.06M | |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.68M |
| 5 |
WA
WFG Advisors
Dallas,
Texas
|
+$1.57M |
Top Sellers
| 1 | -$7.16M | |
| 2 | -$4.31M | |
| 3 | -$2.74M | |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$2.2M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.95M |