ROIC

Retail Opportunity Investments Corp.
ROIC

Overview Fund Activity
Delisted

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

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207 hedge funds and large institutions have $1.85B invested in Retail Opportunity Investments Corp. in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 66 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-10
Holders Change %
-4.61%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
76
Reduced
66
Closed
28
Calls
$55K
Puts
$174K
Net Calls
-$119K
Net Calls Change
-$93K

Top Buyers

1
CIM
Centersquare Investment Management
Pennsylvania
$19.7M
2
State Street
State Street
Massachusetts
$99.9M
3
CGM
Capital Growth Management
Massachusetts
$15.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$9.05M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$18.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.4M
2
Axa
Axa
France
$4.37M
3
TA
Teachers Advisors
New York
$3.86M
4
CM
Crestline Management
Texas
$0
5
CCM
Chilton Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
176
Concourse Financial Group Securities
Alabama
$22K +$2.84K +170 +15%
SWA
177
Sutton Wealth Advisors
Florida
$18.4K -$14.3K -823 -44%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$18K +$12.6K +702 +234%
FHA
179
First Horizon Advisors
Tennessee
$17K – – –
AF
180
Allworth Financial
California
$16K – – –
VCM
181
Versant Capital Management
Arizona
$12K +$9.94K +593 +482%
SCM
182
Shelton Capital Management
Colorado
$11.3K -$641K -11,114 -98%
US Bancorp
183
US Bancorp
Minnesota
$11K +$11K +626 New
MNBTD
184
Moody National Bank Trust Division
Texas
$10K +$10K +554 New
HGWM
185
Harvest Group Wealth Management
Massachusetts
$8K +$8K +447 New
TCM
186
Tradewinds Capital Management
Washington
$7K – – –
APC
187
Aspire Private Capital
North Carolina
$5K – – –
PFBT
188
Parkside Financial Bank & Trust
Missouri
$5K +$3.23K +171 +182%
WAM
189
Wealthspire Advisors (Maryland)
Maryland
$4K -$7K – –
TRCT
190
Tower Research Capital (TRC)
New York
$4K +$4K +214 New
CAW
191
Cornerstone Advisors (Washington)
Washington
$4K +$4K +258 New
MSFP
192
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
VFA
193
Valeo Financial Advisors
Indiana
$3K – – –
AssetMark Inc
194
AssetMark Inc
California
$2K -$5.6K -266 -74%
ASN
195
Advisory Services Network
Georgia
$2K – – –
SWM
196
SeaCrest Wealth Management
New York
$2K – – –
RFC
197
Regions Financial Corp
Alabama
$2K – – –
AIA
198
Alera Investment Advisors
Illinois
$1K +$180 +9 +22%
PCP
199
Proficio Capital Partners
Massachusetts
$1K +$1K +43 New
GWS
200
Glassman Wealth Services
Virginia
$1K +$1K +45 New
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8
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