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ROIC

Retail Opportunity Investments Corp.
ROIC

Delisted

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

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3 hedge funds and large institutions have $384K invested in Retail Opportunity Investments Corp. in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 226 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 230 → 3 (-227)

100% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 226

100% less capital invested

Capital invested by funds: $2.16B → $384K (-$2.16B)

100% less funds holding in top 10

Funds holding in top 10: 5 → 0 (-5)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
3
Holders Change
-227
Holders Change %
-98.7%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
–
Reduced
1
Closed
226
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AW
Avion Wealth
Texas
+$697

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$409M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$338M
3
State Street
State Street
Massachusetts
-$132M
4
HI
HBK Investments
Texas
-$110M
5
Principal Financial Group
Principal Financial Group
Iowa
-$102M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
76
ClearAlpha Technologies
Connecticut
– -$2.08M -119,767 Closed
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
– -$2.07M -118,971 Closed
COPPSERS
78
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$2.04M -117,365 Closed
CC
79
CIBRA Capital
United Kingdom
– -$2.01M -115,818 Closed
SFI
80
Susquehanna Fundamental Investments
Pennsylvania
– -$1.98M -114,211 Closed
HSBC Holdings
81
HSBC Holdings
United Kingdom
– -$1.87M -107,457 Closed
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
– -$1.85M -106,351 Closed
Stifel Financial
83
Stifel Financial
Missouri
– -$1.82M -105,074 Closed
Citadel Advisors
84
Citadel Advisors
Florida
– -$1.78M -102,400 Closed
Adage Capital Partners
85
Adage Capital Partners
Massachusetts
– -$1.74M -100,000 Closed
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
– -$1.72M -98,774 Closed
CG
87
Carmignac Gestion
France
– -$1.7M -98,051 Closed
Fidelity Investments
88
Fidelity Investments
Massachusetts
– -$1.68M -97,046 Closed
Qube Research & Technologies (QRT)
89
Qube Research & Technologies (QRT)
United Kingdom
– -$1.64M -94,736 Closed
WBC
90
Westpac Banking Corp
Australia
– -$1.63M -93,668 Closed
TAM
91
Third Avenue Management
New York
– -$1.56M -90,000 Closed
Squarepoint
92
Squarepoint
New York
– -$1.56M -89,904 Closed
Zurich Cantonal Bank
93
Zurich Cantonal Bank
Switzerland
– -$1.53M -88,355 Closed
Two Sigma Investments
94
Two Sigma Investments
New York
– -$1.48M -85,300 Closed
Mitsubishi UFJ Asset Management
95
Mitsubishi UFJ Asset Management
Japan
– -$1.46M -84,057 Closed
MIM
96
MetLife Investment Management
New Jersey
– -$1.37M -78,662 Closed
Wells Fargo
97
Wells Fargo
California
– -$1.36M -78,501 Closed
IIM
98
INTECH Investment Management
Florida
– -$1.25M -71,949 Closed
Mirae Asset Global ETFs Holdings
99
Mirae Asset Global ETFs Holdings
Hong Kong
– -$1.22M -70,524 Closed
Arrowstreet Capital
100
Arrowstreet Capital
Massachusetts
– -$1.22M -70,465 Closed
2 3
4
5 6

ROIC Hedge Fund Activity: Q1 2025 in Review

3 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Retail Opportunity Investments Corp. (ROIC) for Q1 2025, worth a combined $384K — down 100% from $2.16B a quarter earlier.

Sellers outnumbered buyers: 226 funds closed out of ROIC and 1 opened new positions — a net loss of 225 holders — while 1 trimmed existing stakes and 0 added.

The largest buyer was Avion Wealth, opening a new position worth an estimated $697. The largest seller was BlackRock, exiting entirely with an estimated $409M sold.

  • 3 institutional investors held Retail Opportunity Investments Corp. (ROIC) as of Q1 2025, down from 230 in Q4 2024.
  • Funds reported $384K of Retail Opportunity Investments Corp. stock for Q1 2025, down 100% quarter-over-quarter.
  • 1 fund opened new Retail Opportunity Investments Corp. positions in Q1 2025 and 226 closed out, a net change of -225 holders.
  • The largest Retail Opportunity Investments Corp. buyer in Q1 2025 was Avion Wealth, an estimated $697 added.
  • The largest Retail Opportunity Investments Corp. seller in Q1 2025 was BlackRock, an estimated $409M sold.

Based on aggregated 13F filings for Q1 2025.