ROIC

Retail Opportunity Investments Corp.

Delisted

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

208 hedge funds and large institutions have $1.13B invested in Retail Opportunity Investments Corp. in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 74 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
-7
Holders Change %
-3.26%
% of All Funds
4.21%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
17
Increased
82
Reduced
74
Closed
23
Calls
$480K
Puts
$1.11M
Net Calls
-$625K
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
176
Versant Capital Management
Arizona
$18K
AWA
177
Arkadios Wealth Advisors
Georgia
$15.1K +$3.98K +380 +36%
MAM
178
Meeder Asset Management
Ohio
$14K -$117 -11 -0.8%
Lazard Asset Management
179
Lazard Asset Management
New York
$13K
GT
180
Glenmede Trust
Pennsylvania
$10K -$3.74K -376 -27%
LC
181
Lindbrook Capital
California
$9K +$498 +47 +6%
PA
182
Parallel Advisors
California
$7K +$359 +33 +5%
Millennium Management
183
Millennium Management
New York
$4.59K -$188 -18,056 -4%
CHAM
184
Clear Harbor Asset Management
Connecticut
$4.17K +$4.17K +400 New
FHA
185
First Horizon Advisors
Tennessee
$4K -$4.01K -410 -50%
QCG
186
Quadrant Capital Group
Ohio
$4K -$228 -24 -5%
TFO
187
Tarbox Family Office
California
$3K -$11.5K -1,193 -79%
IA
188
IFP Advisors
Florida
$3K
PFBT
189
Parkside Financial Bank & Trust
Missouri
$3K
PMFA
190
Plante Moran Financial Advisors
Michigan
$3K +$3K +246 New
APC
191
Aspire Private Capital
North Carolina
$3K +$3K +270 New
PCG
192
Private Capital Group
Connecticut
$2K
YAL
193
Your Advocates Ltd
Texas
$2K
EW
194
Evoke Wealth
California
$2K
CFN
195
Cordasco Financial Network
Florida
$2K
PFWA
196
Paces Ferry Wealth Advisors
Georgia
$2K +$2K +145 New
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +153 New
BCA
198
Berman Capital Advisors
Georgia
$2K +$2K +241 New
HWM
199
HighMark Wealth Management
Minnesota
$1K
CWC
200
Carolinas Wealth Consulting
North Carolina
$1K