ROIC

Retail Opportunity Investments Corp.
ROIC

Overview Fund Activity
Delisted

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

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226 hedge funds and large institutions have $2.01B invested in Retail Opportunity Investments Corp. in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 87 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+3
Holders Change %
+1.35%
% of All Funds
3.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
87
Reduced
74
Closed
19
Calls
$13.1M
Puts
$6.37M
Net Calls
+$6.76M
Net Calls Change
-$6.28M

Top Buyers

1
LIMS
Lasalle Investment Management Securities
Maryland
$39.2M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$40.1M
3
Millennium Management
Millennium Management
New York
$40.5M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$17.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$53.7M

Top Sellers

1
Invesco
Invesco
Georgia
$15.5M
2
CIM
Centersquare Investment Management
Pennsylvania
$2.71M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$772K
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$22.9M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$5.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
176
Schroder Investment Management Group
United Kingdom
$134K +$17.7K +1,003 +15%
Acadian Asset Management
177
Acadian Asset Management
Massachusetts
$128K +$102K +5,742 +387%
VanEck Associates
178
VanEck Associates
New York
$83K -$2.16K -122 -3%
NICM
179
Neo Ivy Capital Management
New York
$82K +$82K +4,631 New
EVM
180
Eaton Vance Management
Massachusetts
$67K +$37.6K +2,136 +128%
S
181
SignatureFD
Georgia
$53K +$3.97K +223 +8%
PHK
182
Point72 Hong Kong
Hong Kong
$51K +$51K +2,895 New
PAM
183
Panagora Asset Management
Massachusetts
$44K – – –
AWA
184
Arkadios Wealth Advisors
Georgia
$40K +$30.2K +1,714 +306%
VCM
185
Versant Capital Management
Arizona
$38K – – –
BCA
186
Berman Capital Advisors
Georgia
$37K +$8.66K +502 +31%
US Bancorp
187
US Bancorp
Minnesota
$35K -$1.46K -83 -4%
William Blair Investment Management
188
William Blair Investment Management
Illinois
$31K +$31K +1,770 New
DFCM
189
Dark Forest Capital Management
Puerto Rico
$28K +$28K +1,573 New
JMF
190
Johnson Midwest Financial
Iowa
$25K +$160 +9 +0.6%
MAM
191
Meeder Asset Management
Ohio
$21K -$209K -12,097 -91%
PA
192
Parallel Advisors
California
$21K +$7.88K +452 +60%
SWA
193
Sutton Wealth Advisors
Florida
$18.1K – – –
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$14K – – –
LC
196
Lindbrook Capital
California
$14K – – –
QCG
197
Quadrant Capital Group
Ohio
$13K -$613 -36 -5%
PFBT
198
Parkside Financial Bank & Trust
Missouri
$8K +$529 +30 +7%
ST
199
Sageworth Trust
Pennsylvania
$8K +$8K +480 New
FHA
200
First Horizon Advisors
Tennessee
$7K -$635 -34 -8%
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