ROIC

Retail Opportunity Investments Corp.

Delisted

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

215 hedge funds and large institutions have $2.12B invested in Retail Opportunity Investments Corp. in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+9
Holders Change %
+4.37%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
73
Reduced
72
Closed
17
Calls
$282K
Puts
$255K
Net Calls
+$27K
Net Calls Change
-$389K
Name Holding Trade Value Shares
Change
Shares
Change %
QCIG
176
Quad-Cities Investment Group
Iowa
$36K +$38 +2 +0.1%
SWA
177
Sutton Wealth Advisors
Florida
$35.2K
CFGS
178
Concourse Financial Group Securities
Alabama
$31K +$31K +1,638 New
WIM
179
Westside Investment Management
California
$25.6K
CFA
180
Carroll Financial Associates
North Carolina
$25K
DSI
181
Daiwa SB Investments
Japan
$23K +$950 +50 +4%
TRCT
182
Tower Research Capital (TRC)
New York
$23K +$19.1K +1,005 +495%
FHA
183
First Horizon Advisors
Tennessee
$19K
AF
184
Allworth Financial
California
$17K
JA
185
JOYN Advisors
Georgia
$17K +$2.31K +121 +16%
PI
186
PEAK6 Investments
Illinois
$11K +$11K +609 New
IA
187
IFP Advisors
Florida
$10K -$2.7K -150 -21%
PCM
188
Peregrine Capital Management
Minnesota
$9K
Bessemer Group
189
Bessemer Group
New Jersey
$9K
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$9K +$9K +503 New
TCM
191
Tradewinds Capital Management
Washington
$8K
AssetMark Inc
192
AssetMark Inc
California
$7K
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$6K
WAM
194
Wealthspire Advisors (Maryland)
Maryland
$5K -$4K
LFA
195
Legacy Financial Advisors
Kentucky
$4K
QCG
196
Quadrant Capital Group
Ohio
$4K
CIM
197
Centersquare Investment Management
Pennsylvania
$4K +$4K +195 New
US Bancorp
198
US Bancorp
Minnesota
$3K
MSFP
199
Mark Sheptoff Financial Planning
Connecticut
$3K
VFA
200
Valeo Financial Advisors
Indiana
$3K