ROIC

Retail Opportunity Investments Corp.
ROIC

Overview Fund Activity
Delisted

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

Back to rankings

213 hedge funds and large institutions have $1.5B invested in Retail Opportunity Investments Corp. in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
3.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
78
Reduced
76
Closed
19
Calls
$6.02M
Puts
$4.56M
Net Calls
+$1.47M
Net Calls Change
+$2.09M

Top Buyers

1
AAMU
1
APG Asset Management US
New York
$56.3M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$33.5M
3
BlackRock
3
BlackRock
New York
$283M
4
WCP
4
Waterfront Capital Partners
New York
$22.4M
5
GIP
5
Granite Investment Partners
California
$20M

Top Sellers

1
ACM
1
Adelante Capital Management
California
$15.3M
2
Invesco
2
Invesco
Georgia
$88.1M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.89M
5
Millennium Management
5
Millennium Management
New York
$424K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
176
Sutton Wealth Advisors
Florida
$13.7K +$13.7K +1,023 New
Lazard Asset Management
177
Lazard Asset Management
New York
$12K -$3.92K -311 -25%
LC
178
Lindbrook Capital
California
$11K -$644 -47 -6%
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$11K +$9.28K +675 +540%
VCG
180
Vantage Consulting Group
Virginia
$9K +$9K +700 New
PA
181
Parallel Advisors
California
$8K -$502 -38 -6%
QCG
182
Quadrant Capital Group
Ohio
$8K +$2.31K +171 +41%
PFBT
183
Parkside Financial Bank & Trust
Missouri
$6K +$1.49K +105 +33%
PWPS
184
Pinnacle Wealth Planning Services
Ohio
$6K +$6K +496 New
IA
185
IFP Advisors
Florida
$5K – – –
FHA
186
First Horizon Advisors
Tennessee
$5K – – –
FPS
187
Fieldpoint Private Securities
Connecticut
$5K +$5K +360 New
AWA
188
Arkadios Wealth Advisors
Georgia
$4K -$14.5K -1,130 -78%
TFO
189
Tarbox Family Office
California
$4K -$261 -19 -6%
APC
190
Aspire Private Capital
North Carolina
$4K – – –
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$3K -$220K -19,731 -99%
BCA
192
Berman Capital Advisors
Georgia
$3K – – –
CFN
193
Cordasco Financial Network
Florida
$3K – – –
PCG
194
Private Capital Group
Connecticut
$3K – – –
EW
195
Evoke Wealth
California
$3K – – –
YAL
196
Your Advocates Ltd
Texas
$3K – – –
PHK
197
Point72 Hong Kong
Hong Kong
$3K +$3K +257 New
HWM
198
HighMark Wealth Management
Minnesota
$2K – – –
TPCW
199
TD Private Client Wealth
New York
$1.13K – – –
AIG
200
American International Group
New York
$1.05K -$26 -1,942 -2%
6 7
8
9 10