ROIC

Retail Opportunity Investments Corp.
ROIC

Overview Fund Activity
Delisted

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

Back to rankings

202 hedge funds and large institutions have $2.02B invested in Retail Opportunity Investments Corp. in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 86 increasing their positions, 73 reducing their positions, and 19 closing their positions.

Holders
202
Holders Change
–
Holders Change %
0%
% of All Funds
5.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
86
Reduced
73
Closed
19
Calls
$4K
Puts
$223K
Net Calls
-$219K
Net Calls Change
-$225K

Top Buyers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$32.6M
2
VFA
2
Virtus Fund Advisers
Connecticut
$82.8M
3
Millennium Management
3
Millennium Management
New York
$17M
4
TSW
4
Thompson Siegel & Walmsley
Virginia
$43.7M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$19.6M

Top Sellers

1
Invesco
1
Invesco
Georgia
$59.8M
2
ACI
2
AMP Capital Investors
Australia
$713K
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$17.1M
4
EAM
4
Eagle Asset Management
Florida
$0
5
KCM
5
Kennedy Capital Management
Missouri
$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
176
Perigon Wealth Management
California
$104K +$41.2K +2,150 +66%
Creative Planning
177
Creative Planning
Kansas
$97K +$363 +19 +0.4%
LIA
178
LS Investment Advisors
Michigan
$76K – – –
PAM
179
Paradigm Asset Management
New York
$69.1K -$71K -3,700 -51%
IDBONY
180
Israel Discount Bank of New York
New York
$52K +$2.86K +150 +6%
TWA
181
TCI Wealth Advisors
Arizona
$42K -$46K – –
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$41K -$2.49K -131 -6%
PHK
183
Point72 Hong Kong
Hong Kong
$33K +$33K +1,745 New
PAM
184
Panagora Asset Management
Massachusetts
$29K – – –
CFA
185
Carroll Financial Associates
North Carolina
$25K – – –
DSI
186
Daiwa SB Investments
Japan
$22K +$3.09K +160 +16%
SWA
187
Sutton Wealth Advisors
Florida
$20.4K – – –
Nisa Investment Advisors
188
Nisa Investment Advisors
Missouri
$18K – – –
TCM
189
Tradewinds Capital Management
Washington
$14K – – –
AF
190
Arrow Financial
New York
$13K – – –
LTFS
191
Ladenburg Thalmann Financial Services
Florida
$12K -$1.34K -72 -10%
TRCT
192
Tower Research Capital (TRC)
New York
$11K +$7.17K +374 +187%
US Bancorp
193
US Bancorp
Minnesota
$7K -$58.4K -2,918 -89%
FHA
194
First Horizon Advisors
Tennessee
$7K -$9.7K -524 -58%
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
RFA
196
Reilly Financial Advisors
California
$5K – – –
IA
197
IFP Advisors
Florida
$4K -$5.44K -310 -58%
MSFP
198
Mark Sheptoff Financial Planning
Connecticut
$3K -$20 -1 -0.7%
ASN
199
Advisory Services Network
Georgia
$2K -$2.07K -117 -51%
AIM
200
Advantage Investment Management
Iowa
$2K +$2K +125 New
5 6 7
8
9