ROIC

Retail Opportunity Investments Corp.
ROIC

Overview Fund Activity
Delisted

ROIC was delisted on the 12th of February, 2025.

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217 hedge funds and large institutions have $1.68B invested in Retail Opportunity Investments Corp. in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 83 increasing their positions, 85 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-15
Holders Change %
-6.47%
% of All Funds
3.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
83
Reduced
85
Closed
35
Calls
$45K
Puts
$17K
Net Calls
+$28K
Net Calls Change
-$21K

Top Buyers

1
CIM
Centersquare Investment Management
Pennsylvania
$18.8M
2
LIMS
Lasalle Investment Management Securities
Maryland
$30M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$31.3M
4
Federated Hermes
Federated Hermes
Pennsylvania
$48M
5
Millennium Management
Millennium Management
New York
$35.8M

Top Sellers

1
ACM
AEW Capital Management
Massachusetts
$0
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$6.76M
3
Jennison Associates
Jennison Associates
New York
$43.3M
4
Deutsche Bank
Deutsche Bank
Germany
$1.58M
5
WHG
Westwood Holdings Group
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCI
226
Stableford Capital II
Arizona
– -$388K -26,001 Closed
GCM
227
Greenland Capital Management
New York
– -$376K -25,000 Closed
DTL
228
Dynamic Technology Lab
Singapore
– -$353K -23,520 Closed
PFO
229
Pathstone Family Office
New Jersey
– -$282K -22,018 Closed
CCIA
230
Campbell & Co Investment Adviser
Maryland
– -$258K -17,135 Closed
American Century Companies
231
American Century Companies
Missouri
– -$206K -13,732 Closed
LPL Financial
232
LPL Financial
California
– -$186K -12,358 Closed
VI
233
Vestcor Inc
New Brunswick, Canada
– -$183K -12,152 Closed
Verition Fund Management
234
Verition Fund Management
Connecticut
– -$174K -11,571 Closed
BNP Paribas Asset Management
235
BNP Paribas Asset Management
France
– -$172K -11,435 Closed
CCM
236
Coldstream Capital Management
Washington
– -$153K -10,184 Closed
Bessemer Group
237
Bessemer Group
New Jersey
– -$150K -10,000 Closed
BCM
238
Brasada Capital Management
Texas
– -$150K -10,000 Closed
SWA
239
Sutton Wealth Advisors
Florida
– -$45.6K -3,035 Closed
IA
240
IFP Advisors
Florida
– -$49K -2,569 Closed
Group One Trading
241
Group One Trading
Illinois
– -$14.2K -945 Closed
BBHC
242
Brown Brothers Harriman & Co
New York
– -$10K -666 Closed
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
– -$4K -331 Closed
NA
244
NewEdge Advisors
Louisiana
– -$3.76K -250 Closed
EWA
245
EverSource Wealth Advisors
Alabama
– -$2.5K -166 Closed
GRP
246
Global Retirement Partners
California
– -$541 -36 Closed
AssetMark Inc
247
AssetMark Inc
California
– -$496 -33 Closed
CWC
248
Carolinas Wealth Consulting
North Carolina
– -$421 -28 Closed
EI
249
Ellevest Inc
New York
– -$135 -9 Closed
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