Royce Value Trust
139 hedge funds and large institutions have $302M invested in Royce Value Trust in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 15 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: $ → $
less funds holding
Funds holding: →
less ownership
Funds ownership: →
27% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 15
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
139
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$3.64M | |
| 2 | +$2.32M | |
| 3 | +$2.09M | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.6M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.48M |
Top Sellers
| 1 | -$3.52M | |
| 2 | -$2.05M | |
| 3 | -$1.76M | |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.1M |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$1.06M |