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Royce Value Trust

148 hedge funds and large institutions have $307M invested in Royce Value Trust in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 40 reducing their positions, and 10 closing their positions.

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
65
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HCIA
101
Hochman Cole Investment Advisors
Illinois
$151K +$151K +10,941 New
CAMG
102
CWA Asset Management Group
Florida
$149K +$1.77K +129 +1%
TW
103
TrinityPoint Wealth
Connecticut
$147K
PSUF
104
People's United Financial
Connecticut
$147K +$1.38K +100 +0.9%
PVWM
105
Point View Wealth Management
New Jersey
$146K
GLLW
106
Graves Light Lenhart Wealth
Virginia
$141K
DWA
107
Douglass Winthrop Advisors
New York
$138K
SKK
108
Shepherd Kaplan Krochuk
Massachusetts
$138K +$138K +10,060 New
WCM
109
Whitener Capital Management
North Carolina
$135K -$9.62K -700 -7%
BC
110
Bartlett & Co
Ohio
$109K -$15.8K -1,150 -13%
BCWM
111
Bartlett & Co Wealth Management
Ohio
$109K -$15.8K -1,150 -13%
NSIM
112
North Star Investment Management
Illinois
$102K
CAM
113
Cresset Asset Management
Illinois
$99K -$277K -20,096 -74%
RFC
114
Regions Financial Corp
Alabama
$99K +$28.3K +2,054 +40%
AF
115
Advisornet Financial
Minnesota
$96K +$28.8K +2,100 +43%
GWM
116
Geneos Wealth Management
Colorado
$93K +$969 +71 +1%
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$85K +$83.7K +6,108 +6,233%
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$80K -$34.9K -2,526 -30%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$79K
SWM
120
SeaCrest Wealth Management
New York
$55K +$2.96K +217 +6%
FHA
121
Flagship Harbor Advisors
Massachusetts
$46K -$67.3K -4,942 -59%
PFGIA
122
Patriot Financial Group Insurance Agency
Massachusetts
$36K
CF
123
Centaurus Financial
California
$35K +$35K +482 New
IA
124
IFP Advisors
Florida
$34K -$7.96K -584 -19%
Citigroup
125
Citigroup
New York
$34K +$25.5K +1,846 +299%