ROIC

Retail Opportunity Investments Corp.
ROIC

Overview Fund Activity
Delisted

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

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208 hedge funds and large institutions have $2.22B invested in Retail Opportunity Investments Corp. in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+7
Holders Change %
+3.48%
% of All Funds
4.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
29
Increased
88
Reduced
60
Closed
20
Calls
$525K
Puts
$3M
Net Calls
-$2.48M
Net Calls Change
-$2.35M

Top Buyers

1
Invesco
Invesco
Georgia
$117M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$29.1M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$20.9M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$50.7M
5
WMSA
Weiss Multi-Strategy Advisers
New York
$10.1M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
$1.6M
2
Millennium Management
Millennium Management
New York
$354K
3
IECM
Intrinsic Edge Capital Management
Illinois
$0
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
Allianz Asset Management
Allianz Asset Management
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
176
Panagora Asset Management
Massachusetts
$30K – – –
CFA
177
Carroll Financial Associates
North Carolina
$26K – – –
DSI
178
Daiwa SB Investments
Japan
$22K – – –
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$19K – – –
AIM
180
Advantage Investment Management
Iowa
$18K +$15.5K +794 +630%
LTFS
181
Ladenburg Thalmann Financial Services
Florida
$16K +$2.65K +128 +20%
BWA
182
BDO Wealth Advisors
Florida
$16K +$16K +800 New
AF
183
Arrow Financial
New York
$14K – – –
TCM
184
Tradewinds Capital Management
Washington
$14K – – –
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$14K +$14K +700 New
FHA
186
First Horizon Advisors
Tennessee
$10K +$3.09K +154 +45%
Bessemer Group
187
Bessemer Group
New Jersey
$9K -$9.02K -474 -50%
CG
188
Cutler Group
California
$7K -$3.5K -200 -33%
US Bancorp
189
US Bancorp
Minnesota
$7K – – –
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
RFA
191
Reilly Financial Advisors
California
$5K – – –
IA
192
IFP Advisors
Florida
$4K – – –
MSFP
193
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
VFA
194
Valeo Financial Advisors
Indiana
$3K – – –
SWP
195
Stratos Wealth Partners
Ohio
$3K +$3K +155 New
QCG
196
Quadrant Capital Group
Ohio
$2K -$1.5K -95 -43%
ASN
197
Advisory Services Network
Georgia
$2K – – –
MOS
198
MGO One Seven
Ohio
$2K +$2K +78 New
RFC
199
Regions Financial Corp
Alabama
$2K +$2K +100 New
SWM
200
SeaCrest Wealth Management
New York
$2K +$2K +100 New
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8
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