Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ROYCE GLOBAL TRUST INC (RGT)

35 + Investors. Track Smart Money conviction in RGT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — RGT

Based on 35 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added RGT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
35 hedge funds hold RGT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

15 buying11 selling
Last quarter: 15 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 7 → 2 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 17% medium ■ 14% new
24 out of 35 hedge funds have held RGT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~6 new funds/quarter

2 → 0 → 7 → 2 → 6 new funds/Q
New funds entering each quarter: 0 → 7 → 2 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 74% of holders stayed 2+ years

■ 74% veterans ■ 14% 1-2yr ■ 11% new
Of 35 current holders: 26 (74%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
7 of 35 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — RGT

In 2026 Q1, 15 hedge funds were net buyers of RGT (6 opened a new position, 9 added to an existing one), while 11 reduced or exited (8 trimmed, 3 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 30% of total institutional value in RGT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 35.

Hedge Fund Ownership: RGT

How many hedge funds hold RGT — quarterly history vs. share price
Quarterly hedge fund ownership of RGT vs. share price

Market Analysis: RGT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RGT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy ROYCE GLOBAL TRUST INC (RGT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RGT has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 70d ago
RGT
+5.8%
XLF
+5.8%

RGT outperformed XLF by +0.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 25d ago
RGT
-0.6%
XLF
+2.2%

Since the filing became public, RGT outperformed XLF by -2.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: RGT
35 + Investors

Track Smart Money conviction in RGT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 35 32 9.38%
13F Shares 2M 2M -2.36%
Total Value $25M $25M -0.48%
New Positions 6 2 +4
Increased Positions 9 14 -5
Closed Positions 3 4 -1
Reduced Positions 8 9 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RGT

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Financial Highlights

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Institutional Holders (2026 Q1)

35 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RGT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of RGT — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Matisse Capital 1.66% 291,000 $3.9M
2 Shaker Financial Services, LLC 0.91% 196,031 $2.6M
3 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.20% 106,381 $1.4M
4 1607 Capital Partners, LLC 0.17% 178,419 $2.4M
5 Beckerman Institutional, LLC 0.16% 22,853 $305K
6 1776 Wealth LLC 0.11% 20,391 $272K
7 PRIVATE MANAGEMENT GROUP INC 0.06% 168,005 $2.2M
8 ROTHSCHILD INVESTMENT LLC 0.03% 37,110 $496K
9 Compound Planning, Inc. 0.02% 49,821 $666K
10 Integrated Wealth Concepts LLC 0.01% 86,727 $1.2M
11 D.A. DAVIDSON & CO. 0.00% 21,827 $292K
12 WOLVERINE ASSET MANAGEMENT LLC 0.00% 7,371 $98K
13 CAPTRUST FINANCIAL ADVISORS 0.00% 39,435 $527K
14 Tidal Investments LLC 0.00% 28,996 $387K
15 BFSG, LLC 0.00% 600 $8K
16 Atlantic Union Bankshares Corp 0.00% 2,100 $28K
17 BLAIR WILLIAM & CO/IL 0.00% 13,520 $181K
18 MORGAN STANLEY 0.00% 430,194 $5.7M
19 LPL Financial LLC 0.00% 89,133 $1.2M
20 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 11,761 $157K
21 North Star Investment Management Corp. 0.00% 138 $2K
22 RAYMOND JAMES FINANCIAL INC 0.00% 24,871 $332K
23 FIFTH THIRD BANCORP 0.00% 3,591 $48K
24 OSAIC HOLDINGS, INC. 0.00% 4,402 $59K
25 McIlrath & Eck, LLC 0.00% 79 $1K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ROYCE GLOBAL TRUST INC (RGT)

What does the Smart Money Trend signal show for RGT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added RGT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for RGT?

Slight buying edge — 58% buying: Last quarter: 15 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for RGT holders?

Strong quality — 30% AUM from major funds: 7 of 35 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held RGT?

69% of holders stayed for 2+ years: 24 out of 35 hedge funds have held RGT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy ROYCE GLOBAL TRUST INC (RGT) following the 2026 Q1 hedge fund 13F filings?

As of today, RGT has moved -0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.2% for the XLF sector ETF — an outperformance of -2.8%. Since the quarter end (March 31, 2026), RGT has gained +5.8% vs +5.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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