ROIC

Retail Opportunity Investments Corp.
ROIC

Overview Fund Activity
Delisted

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

Back to rankings

220 hedge funds and large institutions have $1.82B invested in Retail Opportunity Investments Corp. in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 95 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+4
Holders Change %
+1.85%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
73
Reduced
95
Closed
17
Calls
$66K
Puts
$59K
Net Calls
+$7K
Net Calls Change
-$71K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.7M
2
CIM
2
Centersquare Investment Management
Pennsylvania
$123M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$18M
4
WCP
4
Waterfront Capital Partners
New York
$17.5M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$24.6M

Top Sellers

1
WMSA
1
Weiss Multi-Strategy Advisers
New York
$20.8M
2
Millennium Management
2
Millennium Management
New York
$20.9M
3
Jennison Associates
3
Jennison Associates
New York
$23.5M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
151
Mutual of America Capital Management
New York
$309K -$407 -29 -0.1%
RJA
152
Raymond James & Associates
Florida
$306K +$912 +65 +0.3%
MHI
153
Miller Howard Investments
New York
$306K +$3.75K +267 +1%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$304K +$14.5K +1,036 +5%
VA
155
Vident Advisory
Georgia
$287K -$33.4K -2,379 -10%
WC
156
Wexford Capital
Florida
$272K -$16.5K -1,179 -6%
CIM
157
Cambria Investment Management
California
$267K – – –
XT
158
XTX Topco
Cayman Islands
$262K +$262K +18,668 New
BPCE
159
Bank Pictet & Cie (Europe)
Germany
$251K – – –
QCM
160
Quantinno Capital Management
New York
$245K +$38.9K +2,772 +19%
VanEck Associates
161
VanEck Associates
New York
$242K +$39.8K +2,837 +20%
PMEF
162
Point72 Middle East FZE
United Arab Emirates
$229K +$13.8K +982 +6%
KeyBank National Association
163
KeyBank National Association
Ohio
$222K -$38.4K -2,736 -15%
Creative Planning
164
Creative Planning
Kansas
$211K -$140K -9,946 -40%
ECM
165
Everence Capital Management
Indiana
$210K – – –
NAM
166
Nissay Asset Management
Japan
$205K +$10.6K +752 +5%
JF
167
Jump Financial
Illinois
$196K -$202K -14,388 -51%
CIBC Asset Management
168
CIBC Asset Management
Ontario, Canada
$193K +$3.52K +251 +2%
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$185K -$1.89K -133 -1%
PHK
170
Point72 Hong Kong
Hong Kong
$183K +$183K +13,072 New
Pathstone Holdings
171
Pathstone Holdings
New Jersey
$182K +$182K +12,990 New
State of Wisconsin Investment Board
172
State of Wisconsin Investment Board
Wisconsin
$173K -$113K -8,046 -39%
AIP
173
Ameritas Investment Partners
Nebraska
$172K – – –
CGH
174
Crossmark Global Holdings
Texas
$169K +$309 +22 +0.2%
M&T Bank
175
M&T Bank
New York
$168K +$84 +6 +0.1%
5 6
7
8 9