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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 $2.23B invested in Retail Opportunity Investments Corp. in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 82 increasing their positions, 61 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,040% more call options, than puts

Call options by funds: $456K | Put options by funds: $40K

34% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 61

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $2.04B → $2.23B (+$194M)

0% more funds holding

Funds holding: 205206 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
206
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
4.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
82
Reduced
61
Closed
16
Calls
$456K
Puts
$40K
Net Calls
+$416K
Net Calls Change
+$763K
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
126
Teacher Retirement System of Texas
Texas
$437K -$26.5K -1,493 -6%
PA
127
Profund Advisors
Maryland
$437K +$38.5K +2,163 +10%
UBS Group
128
UBS Group
Switzerland
$434K -$82.9K -4,664 -17%
NA
129
Neuburgh Advisers
California
$419K +$39.9K +2,244 +11%
PFC
130
Phocas Financial Corp
California
$409K
OCAM
131
Onex Canada Asset Management
Ontario, Canada
$402K
XK
132
Xact Kapitalforvaltning
Sweden
$397K
AG
133
Aperio Group
California
$391K -$86.9K -4,889 -19%
RQS
134
Ramsey Quantitative Systems
Kentucky
$377K +$110K +6,200 +46%
CGH
135
Crossmark Global Holdings
Texas
$376K
ProShare Advisors
136
ProShare Advisors
Maryland
$350K +$16.8K +945 +5%
Mirae Asset Global Investments
137
Mirae Asset Global Investments
South Korea
$349K
USAA
138
United Services Automobile Association
Texas
$347K
FCM
139
Flinton Capital Management
Pennsylvania
$345K +$32.9K +1,848 +11%
Mitsubishi UFJ Asset Management
140
Mitsubishi UFJ Asset Management
Japan
$343K -$3.06K -172 -1%
MF
141
Magnetar Financial
Illinois
$335K +$122K +6,848 +65%
ECM
142
EII Capital Management
New York
$333K
First Trust Advisors
143
First Trust Advisors
Illinois
$329K -$809K -45,520 -73%
EVM
144
Eaton Vance Management
Massachusetts
$320K -$264K -14,868 -47%
AB
145
Amalgamated Bank
New York
$311K +$14.9K +836 +5%
Daiwa Securities Group
146
Daiwa Securities Group
Japan
$301K +$17.8K +1,000 +7%
Schroder Investment Management Group
147
Schroder Investment Management Group
United Kingdom
$271K -$924K -51,994 -79%
TAM
148
Tyers Asset Management
Texas
$271K +$25.8K +1,452 +11%
JG
149
Jefferies Group
New York
$264K -$22.1K -1,244 -8%
RCA
150
Rowland Carmichael Advisors
Arizona
$220K +$204K +11,500 New

ROIC Hedge Fund Activity: Q2 2018 in Review

206 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Retail Opportunity Investments Corp. (ROIC) for Q2 2018, worth a combined $2.23B — up 9.5% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ROIC positions and 16 closed out — a net gain of 3 holders — while 82 added to existing stakes and 61 trimmed.

The largest buyer was BlackRock, adding an estimated $30.9M. The largest seller was CBRE Investment Management Listed Real Assets, exiting entirely with an estimated $58.1M sold.

  • 206 institutional investors held Retail Opportunity Investments Corp. (ROIC) as of Q2 2018, up from 205 in Q1 2018.
  • Funds reported $2.23B of Retail Opportunity Investments Corp. stock for Q2 2018, up 9.5% quarter-over-quarter.
  • 19 funds opened new Retail Opportunity Investments Corp. positions in Q2 2018 and 16 closed out, a net change of +3 holders.
  • The largest Retail Opportunity Investments Corp. buyer in Q2 2018 was BlackRock, an estimated $30.9M added.
  • The largest Retail Opportunity Investments Corp. seller in Q2 2018 was CBRE Investment Management Listed Real Assets, an estimated $58.1M sold.

Based on aggregated 13F filings for Q2 2018.