ROIC

Retail Opportunity Investments Corp.
ROIC

Overview Fund Activity
Delisted

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

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229 hedge funds and large institutions have $2.05B invested in Retail Opportunity Investments Corp. in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 75 increasing their positions, 73 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
3.05%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
51
Increased
75
Reduced
73
Closed
53
Calls
$6.49M
Puts
$88K
Net Calls
+$6.4M
Net Calls Change
+$6.33M

Top Buyers

1
FTCM
First Trust Capital Management
Illinois
$92.2M
2
NAM
Nexpoint Asset Management
Texas
$50.5M
3
Citigroup
Citigroup
New York
$46.9M
4
GCL
Glazer Capital LLC
New York
$33.2M
5
PMAM
Picton Mahoney Asset Management
Ontario, Canada
$27.3M

Top Sellers

1
CIM
Centersquare Investment Management
Pennsylvania
$0
2
Federated Hermes
Federated Hermes
Pennsylvania
$31.2M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$7.86M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
176
Evergreen Capital Management
Washington
$181K +$181K +10,335 New
GI
177
GAMMA Investing
California
$177K +$14.4K +832 +9%
AI
178
Atom Investors
Texas
$176K +$176K +10,114 New
PAG
179
Private Advisor Group
New Jersey
$175K -$260 -15 -0.1%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$129K +$1.34K +77 +1%
C
181
Covestor
United Kingdom
$127K -$47.8K -2,749 -27%
KBC Group
182
KBC Group
Belgium
$105K +$35.8K +2,053 +52%
SAM
183
Smartleaf Asset Management
Massachusetts
$91.6K +$59.8K +3,440 +188%
QCG
184
Quadrant Capital Group
Ohio
$82.6K +$1.04K +60 +1%
TRCT
185
Tower Research Capital (TRC)
New York
$78.4K -$149K -8,600 -66%
Fidelity International
186
Fidelity International
Bermuda
$77K -$781 -45 -1%
SCM
187
Sterling Capital Management
North Carolina
$67.8K +$60.3K +3,473 +802%
VCM
188
Versant Capital Management
Arizona
$62K +$33.5K +1,932 +118%
Mirae Asset Global Investments
189
Mirae Asset Global Investments
South Korea
$61.7K -$24.1K -1,390 -28%
S
190
SignatureFD
Georgia
$59.5K -$868 -50 -1%
BTI
191
Blue Trust Inc
Georgia
$57.5K -$124K -7,130 -68%
US Bancorp
192
US Bancorp
Minnesota
$43.8K – – –
GFM
193
GF Fund Management
China
$40.2K +$40.2K +2,316 New
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$36.1K – – –
AF
195
Allworth Financial
California
$29.8K -$27.3K -1,565 -48%
LC
196
Lindbrook Capital
California
$28.7K +$503 +29 +2%
VWM
197
Venturi Wealth Management
Texas
$20.1K – – –
LFG
198
Larson Financial Group
Missouri
$17.4K – – –
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$16K +$6.29K +367 +65%
Osaic Holdings
200
Osaic Holdings
Arizona
$15.4K -$2.76K -159 -15%
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