ROIC

Retail Opportunity Investments Corp.

Delisted

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

205 hedge funds and large institutions have $2.04B invested in Retail Opportunity Investments Corp. in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-3
Holders Change %
-1.44%
% of All Funds
4.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
80
Reduced
62
Closed
21
Calls
$269K
Puts
$616K
Net Calls
-$347K
Net Calls Change
+$2.13M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
176
Advantage Investment Management
Iowa
$16K +$121 +7 +0.8%
AF
177
Allworth Financial
California
$16K +$16K +910 New
TCM
178
Tradewinds Capital Management
Washington
$13K
AF
179
Arrow Financial
New York
$12K
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$12K
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$11K -$6.31K -350 -36%
LF
182
Lee Financial
Texas
$9K +$9K +520 New
Bessemer Group
183
Bessemer Group
New Jersey
$8K
MOS
184
MGO One Seven
Ohio
$8K +$6.56K +356 +456%
AssetMark Inc
185
AssetMark Inc
California
$6K -$41.7K -2,509 -87%
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$5K
RFA
187
Reilly Financial Advisors
California
$4K
IA
188
IFP Advisors
Florida
$4K
QCG
189
Quadrant Capital Group
Ohio
$4K +$1.94K +119 +94%
US Bancorp
190
US Bancorp
Minnesota
$3K -$3.44K -187 -53%
WAM
191
Wealthspire Advisors (Maryland)
Maryland
$3K
VFA
192
Valeo Financial Advisors
Indiana
$3K
MSFP
193
Mark Sheptoff Financial Planning
Connecticut
$3K
RCAG
194
Rehmann Capital Advisory Group
Michigan
$3K +$3K +153 New
JA
195
JOYN Advisors
Georgia
$3K +$3K +173 New
SWP
196
Stratos Wealth Partners
Ohio
$2K -$562 -34 -22%
RFC
197
Regions Financial Corp
Alabama
$2K
ASN
198
Advisory Services Network
Georgia
$2K
SWM
199
SeaCrest Wealth Management
New York
$2K
CIBC Private Wealth Group
200
CIBC Private Wealth Group
Georgia
$1K -$35.6K -1,708 -97%