ROIC

Retail Opportunity Investments Corp.
ROIC

Overview Fund Activity
Delisted

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

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206 hedge funds and large institutions have $1.9B invested in Retail Opportunity Investments Corp. in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
4.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
73
Reduced
58
Closed
22
Calls
$95K
Puts
$23K
Net Calls
+$72K
Net Calls Change
+$191K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$35M
2
CIM
Centersquare Investment Management
Pennsylvania
$42.5M
3
CGM
Capital Growth Management
Massachusetts
$35.4M
4
WMSA
Weiss Multi-Strategy Advisers
New York
$19.5M
5
CC
Carlson Capital
Texas
$17.8M

Top Sellers

1
CCM
Copeland Capital Management
Pennsylvania
$0
2
Goldman Sachs
Goldman Sachs
New York
$11.3M
3
BlackRock
BlackRock
New York
$330M
4
Invesco
Invesco
Georgia
$204M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$8.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
176
Ladenburg Thalmann Financial Services
Florida
$26K -$1.32K -77 -5%
SIM
177
Sonora Investment Management
Arizona
$26K +$26K +1,500 New
QCIG
178
Quad-Cities Investment Group
Iowa
$22K -$11.1K -647 -34%
SWA
179
Sutton Wealth Advisors
Florida
$18.2K – – –
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
FHA
181
First Horizon Advisors
Tennessee
$16K -$1.18K -69 -7%
AF
182
Allworth Financial
California
$16K – – –
Point72 Asset Management
183
Point72 Asset Management
Connecticut
$14K +$14K +800 New
HFM
184
Harvest Fund Management
China
$12K +$12K +686 New
US Bancorp
185
US Bancorp
Minnesota
$11K – – –
CAW
186
Cornerstone Advisors (Washington)
Washington
$10K +$5.62K +331 +128%
VCM
187
Versant Capital Management
Arizona
$9K -$2.57K -159 -22%
TCM
188
Tradewinds Capital Management
Washington
$7K – – –
HGWM
189
Harvest Group Wealth Management
Massachusetts
$7K – – –
APC
190
Aspire Private Capital
North Carolina
$5K – – –
PFBT
191
Parkside Financial Bank & Trust
Missouri
$5K – – –
MA
192
MUFG Americas
New York
$5K +$5K +269 New
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$4K +$4K +255 New
VFA
194
Valeo Financial Advisors
Indiana
$3K – – –
MSFP
195
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
AssetMark Inc
196
AssetMark Inc
California
$2K – – –
TFO
197
Tarbox Family Office
California
$2K +$2K +94 New
PCP
198
Proficio Capital Partners
Massachusetts
$1K – – –
GWS
199
Glassman Wealth Services
Virginia
$1K – – –
S
200
SignatureFD
Georgia
$1K +$1K +74 New
5 6 7
8
9