Retail Opportunity Investments Corp.
ROIC
ROIC was delisted on the 12th of February, 2025.
223 hedge funds and large institutions have $1.99B invested in Retail Opportunity Investments Corp. in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 90 increasing their positions, 69 reducing their positions, and 21 closing their positions.
38% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 21
30% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 69
1% more capital invested
Capital invested by funds: $1.96B → $1.99B (+$28.1M)
0% more funds holding
Funds holding: 222 → 223 (+1)
99% less call options, than puts
Call options by funds: $2K | Put options by funds: $321K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Adelante Capital Management
Alameda,
California
|
+$43.6M |
| 2 |
Morgan Stanley
New York
|
+$41.3M |
| 3 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$31.1M |
| 4 |
WG
Winton Group
London,
United Kingdom
|
+$12.6M |
| 5 |
BlackRock
New York
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$59.4M |
| 2 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$8.92M |
| 3 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$7.16M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$7.05M |
| 5 |
State Street
Boston,
Massachusetts
|
-$6.9M |
ROIC Hedge Fund Activity: Q4 2019 in Review
223 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Retail Opportunity Investments Corp. (ROIC) for Q4 2019, worth a combined $1.99B — up 1.4% from $1.96B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new ROIC positions and 21 closed out — a net gain of 8 holders — while 90 added to existing stakes and 69 trimmed.
The largest buyer was Adelante Capital Management, opening a new position worth an estimated $43.6M. The largest seller was Invesco, cutting an estimated $59.4M.
- 223 institutional investors held Retail Opportunity Investments Corp. (ROIC) as of Q4 2019, up from 222 in Q3 2019.
- Funds reported $1.99B of Retail Opportunity Investments Corp. stock for Q4 2019, up 1.4% quarter-over-quarter.
- 29 funds opened new Retail Opportunity Investments Corp. positions in Q4 2019 and 21 closed out, a net change of +8 holders.
- The largest Retail Opportunity Investments Corp. buyer in Q4 2019 was Adelante Capital Management, an estimated $43.6M added.
- The largest Retail Opportunity Investments Corp. seller in Q4 2019 was Invesco, an estimated $59.4M sold.
Based on aggregated 13F filings for Q4 2019.