ROIC

Retail Opportunity Investments Corp.
ROIC

Overview Fund Activity
Delisted

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

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212 hedge funds and large institutions have $892M invested in Retail Opportunity Investments Corp. in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 75 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-11
Holders Change %
-4.93%
% of All Funds
4.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
80
Reduced
75
Closed
38
Calls
–
Puts
$13K
Net Calls
-$13K
Net Calls Change
+$306K

Top Buyers

1
Invesco
1
Invesco
Georgia
$91.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$149M
3
Deutsche Bank
3
Deutsche Bank
Germany
$6.07M
4
RC
4
RBO & Co
California
$9.63M
5
State Street
5
State Street
Massachusetts
$52.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.99M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$0
3
GIP
3
Granite Investment Partners
California
$0
4
CRCP
4
Copper Rock Capital Partners
Massachusetts
$0
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
176
Steward Partners Investment Advisory
New York
$26K -$119K -14,591 -82%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
ASN
178
Advisory Services Network
Georgia
$16K -$3.03K -370 -16%
Lazard Asset Management
179
Lazard Asset Management
New York
$12K +$2.49K +313 +26%
VanEck Associates
180
VanEck Associates
New York
$12K +$6.25K +728 +109%
GT
181
Glenmede Trust
Pennsylvania
$11K – – –
Simplex Trading
182
Simplex Trading
Illinois
$11K +$10.6K +1,296 +2,945%
PCM
183
Prelude Capital Management
New York
$10K -$74.3K -8,804 -88%
Pacer Advisors
184
Pacer Advisors
Pennsylvania
$10K -$7.76K -983 -44%
HFM
185
Harvest Fund Management
China
$9K – – –
Fidelity Investments
186
Fidelity Investments
Massachusetts
$8K -$8.23K -1,047 -51%
FHA
187
First Horizon Advisors
Tennessee
$7K – – –
QCG
188
Quadrant Capital Group
Ohio
$6K -$14.3K -2,140 -70%
PI
189
PineBridge Investments
New York
$4K -$468K -50,296 -99%
TWA
190
TCI Wealth Advisors
Arizona
$3K +$3K +326 New
SWA
191
Sutton Wealth Advisors
Florida
$2.84K -$5.98K -721 -68%
IA
192
IFP Advisors
Florida
$2K -$1.36K -150 -40%
OPS
193
Orion Portfolio Solutions
Nebraska
$2K – – –
GWS
194
Glassman Wealth Services
Virginia
$2K +$1.49K +198 +291%
MAM
195
Meeder Asset Management
Ohio
$2K +$2K +200 New
YAL
196
Your Advocates Ltd
Texas
$2K +$2K +200 New
ABC
197
Associated Banc-Corp
Wisconsin
$2K +$2K +214 New
LWM
198
Lenox Wealth Management
Ohio
$2K +$2K +273 New
BCA
199
Berman Capital Advisors
Georgia
$2K +$2K +302 New
EW
200
Evoke Wealth
California
$1.72K +$1.72K +207 New
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