ROIC

Retail Opportunity Investments Corp.

Delisted

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

218 hedge funds and large institutions have $2.04B invested in Retail Opportunity Investments Corp. in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 85 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-8
Holders Change %
-3.54%
% of All Funds
3.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
85
Reduced
76
Closed
23
Calls
$16.9M
Puts
$2.98M
Net Calls
+$13.9M
Net Calls Change
+$7.18M
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
176
Osaic Holdings
Arizona
$118K -$15.7K -907 -12%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$116K -$22K -1,267 -16%
VanEck Associates
178
VanEck Associates
New York
$97K +$14.9K +853 +18%
S
179
SignatureFD
Georgia
$51K -$554 -32 -1%
MIFH
180
Migdal Insurance & Financial Holdings
Israel
$50K -$931K -52,964 -95%
AWA
181
Arkadios Wealth Advisors
Georgia
$47K +$7.69K +445 +20%
BCA
182
Berman Capital Advisors
Georgia
$46K +$8.7K +500 +23%
VCM
183
Versant Capital Management
Arizona
$38K
US Bancorp
184
US Bancorp
Minnesota
$35K
JMF
185
Johnson Midwest Financial
Iowa
$25K +$159 +9 +0.6%
Fidelity International
186
Fidelity International
Bermuda
$23K +$23K +1,300 New
MAM
187
Meeder Asset Management
Ohio
$22K +$391 +22 +2%
QCG
188
Quadrant Capital Group
Ohio
$20K +$6.59K +375 +49%
SWA
189
Sutton Wealth Advisors
Florida
$17.8K
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$16K +$2.04K +117 +15%
PA
191
Parallel Advisors
California
$14K -$7.68K -427 -35%
LC
192
Lindbrook Capital
California
$14K
OSAM
193
O'Shaughnessy Asset Management
Connecticut
$10K +$9.62K +563 +2,559%
PFBT
194
Parkside Financial Bank & Trust
Missouri
$8K
ST
195
Sageworth Trust
Pennsylvania
$8K
IA
196
IFP Advisors
Florida
$6K
FPS
197
Fieldpoint Private Securities
Connecticut
$6K
TFO
198
Tarbox Family Office
California
$5K
APC
199
Aspire Private Capital
North Carolina
$5K +$5K +270 New
TWA
200
TCI Wealth Advisors
Arizona
$4K