Royce Value Trust
RVT
RVT
124 hedge funds and large institutions have $291M invested in Royce Value Trust in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 34 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
2% less funds holding
Funds holding: 126 → 124 (-2)
12% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 17
Holders
124
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
1 | +$4.74M | |
2 | +$2.18M | |
3 | +$1.98M | |
4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.97M |
5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.93M |
Top Sellers
1 | -$4.57M | |
2 | -$3.41M | |
3 | -$2.95M | |
4 |
RVPG
Relative Value Partners Group
|
-$2.06M |
5 |
LPL Financial
San Diego,
California
|
-$1.8M |