ROIC

Retail Opportunity Investments Corp.
ROIC

Overview Fund Activity
Delisted

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

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202 hedge funds and large institutions have $2.19B invested in Retail Opportunity Investments Corp. in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 93 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-4
Holders Change %
-1.94%
% of All Funds
5.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
93
Reduced
63
Closed
18
Calls
$203K
Puts
$691K
Net Calls
-$488K
Net Calls Change
-$264K

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$179M
2
KCM
2
Kennedy Capital Management
Missouri
$31.7M
3
FFA
3
First Foundation Advisors
California
$22.3M
4
BIT
4
BlackRock Institutional Trust
California
$116M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$121M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$56.7M
2
TA
2
Teachers Advisors
New York
$30.4M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$4.85M
4
Asset Management One
4
Asset Management One
Japan
$6.61M
5
Invesco
5
Invesco
Georgia
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
IDBONY
176
Israel Discount Bank of New York
New York
$54K +$54K +2,575 New
Group One Trading
177
Group One Trading
Illinois
$49K +$49K +2,300 New
TWA
178
TCI Wealth Advisors
Arizona
$47K -$48K – –
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$38K – – –
HFM
180
Harvest Fund Management
China
$38K +$38K +1,800 New
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$37K -$28.2K -1,340 -43%
SEI Investments
182
SEI Investments
Pennsylvania
$30K -$69.5K -3,213 -70%
CFA
183
Carroll Financial Associates
North Carolina
$28K – – –
SWA
184
Sutton Wealth Advisors
Florida
$22.5K – – –
FHA
185
First Horizon Advisors
Tennessee
$21K – – –
DSI
186
Daiwa SB Investments
Japan
$17K +$17K +800 New
LTFS
187
Ladenburg Thalmann Financial Services
Florida
$16K +$1.14K +56 +8%
AF
188
Arrow Financial
New York
$15K – – –
TCM
189
Tradewinds Capital Management
Washington
$15K – – –
IR
190
Invictus RG
Bermuda
$15K +$15K +695 New
NIT
191
NumerixS Investment Technologies
British Columbia, Canada
$13K +$13K +600 New
CG
192
Cutler Group
California
$12K +$8.54K +420 +247%
IA
193
IFP Advisors
Florida
$10K -$2.49K -122 -20%
DADC
194
D.A. Davidson & Co
Montana
$10K – – –
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
PA
196
Parallel Advisors
California
$6K +$6K +281 New
PMFA
197
Plante Moran Financial Advisors
Michigan
$5K – – –
RFA
198
Reilly Financial Advisors
California
$5K – – –
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$5K +$5K +213 New
MSFP
200
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
5 6 7
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