Royce Value Trust
151 hedge funds and large institutions have $491M invested in Royce Value Trust in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 23 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
48% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 23
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
151
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$3.04M | |
| 2 | +$2.3M | |
| 3 | +$1.34M | |
| 4 |
FWM
Focused Wealth Management
Newburgh,
New York
|
+$1.3M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.2M |
Top Sellers
| 1 | -$10.9M | |
| 2 | -$9.6M | |
| 3 | -$9.22M | |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$4.95M |
| 5 |
Cohen & Steers
New York
|
-$3.82M |