ROIC

Retail Opportunity Investments Corp.
ROIC

Overview Fund Activity
Delisted

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

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223 hedge funds and large institutions have $1.74B invested in Retail Opportunity Investments Corp. in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 82 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+10
Holders Change %
+4.69%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
73
Reduced
82
Closed
18
Calls
$16.4M
Puts
$3.35M
Net Calls
+$13M
Net Calls Change
+$11.6M

Top Buyers

1
ICOM
1
Investment Counselors of Maryland
Maryland
$13.4M
2
BlackRock
2
BlackRock
New York
$348M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$11.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$289M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$52.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$65.6M
2
CIM
2
Centersquare Investment Management
Pennsylvania
$14.2M
3
WCP
3
Waterfront Capital Partners
New York
$0
4
RIM
4
Rush Island Management
New York
$28.9M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$32.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$106K +$9.2K +581 +10%
Schroder Investment Management Group
177
Schroder Investment Management Group
United Kingdom
$105K +$105K +6,605 New
Osaic Holdings
178
Osaic Holdings
Arizona
$90K -$2.97K -188 -3%
VanEck Associates
179
VanEck Associates
New York
$76K +$2.59K +164 +4%
S
180
SignatureFD
Georgia
$44K – – –
PAM
181
Panagora Asset Management
Massachusetts
$40K – – –
VCM
182
Versant Capital Management
Arizona
$34K +$5.49K +348 +19%
US Bancorp
183
US Bancorp
Minnesota
$33K – – –
BCA
184
Berman Capital Advisors
Georgia
$26K +$22.2K +1,401 +581%
EVM
185
Eaton Vance Management
Massachusetts
$26K +$26K +1,669 New
Acadian Asset Management
186
Acadian Asset Management
Massachusetts
$24K -$147K -9,067 -86%
JMF
187
Johnson Midwest Financial
Iowa
$22K – – –
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
SWA
189
Sutton Wealth Advisors
Florida
$16.2K – – –
LC
190
Lindbrook Capital
California
$13K – – –
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$13K – – –
QCG
192
Quadrant Capital Group
Ohio
$13K +$3.38K +208 +35%
PA
193
Parallel Advisors
California
$12K +$2.34K +147 +24%
AWA
194
Arkadios Wealth Advisors
Georgia
$8K +$3.54K +248 +79%
PFBT
195
Parkside Financial Bank & Trust
Missouri
$7K – – –
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$7K +$3.04K +206 +77%
FPS
197
Fieldpoint Private Securities
Connecticut
$6K -$171 -10 -3%
FHA
198
First Horizon Advisors
Tennessee
$6K – – –
MWP
199
Meridian Wealth Partners
Pennsylvania
$6K +$6K +379 New
QT
200
Quantbot Technologies
New York
$5K -$28.5K -1,848 -85%
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