Royce Value Trust
152 hedge funds and large institutions have $340M invested in Royce Value Trust in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 38 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
0.69% less ownership
Funds ownership: 26.88% → 26.19% (-0.69%)
12% less capital invested
Capital invested by funds: $387M → $340M (-$47.7M)
Holders
152
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$4.08M | |
| 2 | +$782K | |
| 3 | +$728K | |
| 4 |
ASFA
All Season Financial Advisors
Denver,
Colorado
|
+$713K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$661K |
Top Sellers
| 1 | -$7.2M | |
| 2 | -$2.89M | |
| 3 | -$1.94M | |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$615K |
| 5 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$545K |