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ROIC

Retail Opportunity Investments Corp.

Delisted

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

206 hedge funds and large institutions have $1.9B invested in Retail Opportunity Investments Corp. in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $95K | Put options by funds: $23K

26% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 58

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

3% more capital invested

Capital invested by funds: $1.85B → $1.9B (+$48.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less funds holding

Funds holding: 207206 (-1)

Holders
206
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
73
Reduced
58
Closed
22
Calls
$95K
Puts
$23K
Net Calls
+$72K
Net Calls Change
+$191K
Name Holding Trade Value Shares
Change
Change in
Stake
OPERF
101
Oregon Public Employees Retirement Fund
Oregon
$770K +$13.9K +800 +2%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$768K -$5.42K -313 -0.7%
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$765K
ACI
104
AMP Capital Investors
Australia
$755K
CSS
105
Cubist Systematic Strategies
Connecticut
$732K +$740K +42,758 New
FWIA
106
Fort Washington Investment Advisors
Ohio
$727K
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$715K -$485 -28 -0.1%
TIAAOA
108
Teachers Insurance & Annuity Association of America
New York
$703K -$1.09M -62,822 -60%
COPPSERS
109
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$671K +$519 +30 +0.1%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$669K +$676K +39,048 New
DCM
111
Dupont Capital Management
Delaware
$661K
MSA
112
Mason Street Advisors
Wisconsin
$654K +$26.8K +1,550 +4%
ARTA
113
A.R.T. Advisors
New York
$648K -$29.4K -1,700 -4%
ACM
114
AlphaCrest Capital Management
New York
$618K +$58.9K +3,400 +10%
RA
115
RMR Advisors
Massachusetts
$600K
MERSOM
116
Municipal Employees' Retirement System of Michigan
Michigan
$584K +$11.9K +690 +2%
TRSOTSOK
117
Teachers Retirement System of the State of Kentucky
Kentucky
$567K
DCM
118
Driehaus Capital Management
Illinois
$554K +$560K +32,357 New
IUHSA
119
Itau Unibanco Holding S.A.
Brazil
$544K +$550K +31,738 New
GI
120
GAMCO Investors
Connecticut
$538K +$544K +31,400 New
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$516K +$22.9K +1,323 +5%
ACA
122
Aptus Capital Advisors
Alabama
$484K +$76.8K +4,433 +19%
NA
123
Neuburgh Advisers
California
$481K
UBS Group
124
UBS Group
Switzerland
$405K +$82.8K +4,783 +25%
SG Americas Securities
125
SG Americas Securities
New York
$404K -$191K -11,042 -32%

ROIC Hedge Fund Activity: Q2 2019 in Review

206 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Retail Opportunity Investments Corp. (ROIC) for Q2 2019, worth a combined $1.9B — up 2.6% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ROIC positions and 22 closed out — a net gain of 3 holders — while 73 added to existing stakes and 58 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.9M. The largest seller was Copeland Capital Management, exiting entirely with an estimated $17.6M sold.

  • 206 institutional investors held Retail Opportunity Investments Corp. (ROIC) as of Q2 2019, down from 207 in Q1 2019.
  • Funds reported $1.9B of Retail Opportunity Investments Corp. stock for Q2 2019, up 2.6% quarter-over-quarter.
  • 25 funds opened new Retail Opportunity Investments Corp. positions in Q2 2019 and 22 closed out, a net change of +3 holders.
  • The largest Retail Opportunity Investments Corp. buyer in Q2 2019 was Morgan Stanley, an estimated $23.9M added.
  • The largest Retail Opportunity Investments Corp. seller in Q2 2019 was Copeland Capital Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2019.