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ROIC

Retail Opportunity Investments Corp.
ROIC

Delisted

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

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3 hedge funds and large institutions have $384K invested in Retail Opportunity Investments Corp. in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 226 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 230 → 3 (-227)

100% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 226

100% less capital invested

Capital invested by funds: $2.16B → $384K (-$2.16B)

100% less funds holding in top 10

Funds holding in top 10: 5 → 0 (-5)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
3
Holders Change
-227
Holders Change %
-98.7%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
–
Reduced
1
Closed
226
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AW
Avion Wealth
Texas
+$697

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$409M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$338M
3
State Street
State Street
Massachusetts
-$132M
4
HI
HBK Investments
Texas
-$110M
5
Principal Financial Group
Principal Financial Group
Iowa
-$102M
Name Holding Trade Value Shares
Change 		Change in
Stake
VEA
176
Virtus ETF Advisers
New York
– -$195K -11,250 Closed
MMA
177
Miracle Mile Advisors
California
– -$194K -11,200 Closed
ECM
178
Evergreen Capital Management
Washington
– -$181K -10,335 Closed
GI
179
GAMMA Investing
California
– -$177K -10,183 Closed
AI
180
Atom Investors
Texas
– -$176K -10,114 Closed
PAG
181
Private Advisor Group
New Jersey
– -$175K -10,066 Closed
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
– -$129K -7,405 Closed
C
183
Covestor
United Kingdom
– -$127K -7,309 Closed
KBC Group
184
KBC Group
Belgium
– -$105K -6,026 Closed
SAM
185
Smartleaf Asset Management
Massachusetts
– -$91.6K -5,270 Closed
QCG
186
Quadrant Capital Group
Ohio
– -$82.6K -4,760 Closed
TRCT
187
Tower Research Capital (TRC)
New York
– -$78.4K -4,515 Closed
Fidelity International
188
Fidelity International
Bermuda
– -$77K -4,433 Closed
SCM
189
Sterling Capital Management
North Carolina
– -$67.8K -3,906 Closed
VCM
190
Versant Capital Management
Arizona
– -$62K -3,572 Closed
Mirae Asset Global Investments
191
Mirae Asset Global Investments
South Korea
– -$61.7K -3,557 Closed
S
192
SignatureFD
Georgia
– -$59.5K -3,426 Closed
BTI
193
Blue Trust Inc
Georgia
– -$57.5K -3,315 Closed
US Bancorp
194
US Bancorp
Minnesota
– -$43.8K -2,521 Closed
GFM
195
GF Fund Management
China
– -$40.2K -2,316 Closed
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
– -$36.1K -2,077 Closed
AF
197
Allworth Financial
California
– -$29.8K -1,706 Closed
LC
198
Lindbrook Capital
California
– -$28.7K -1,653 Closed
VWM
199
Venturi Wealth Management
Texas
– -$20.1K -1,157 Closed
LFG
200
Larson Financial Group
Missouri
– -$17.4K -1,000 Closed
6 7
8
9 10

ROIC Hedge Fund Activity: Q1 2025 in Review

3 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Retail Opportunity Investments Corp. (ROIC) for Q1 2025, worth a combined $384K — down 100% from $2.16B a quarter earlier.

Sellers outnumbered buyers: 226 funds closed out of ROIC and 1 opened new positions — a net loss of 225 holders — while 1 trimmed existing stakes and 0 added.

The largest buyer was Avion Wealth, opening a new position worth an estimated $697. The largest seller was BlackRock, exiting entirely with an estimated $409M sold.

  • 3 institutional investors held Retail Opportunity Investments Corp. (ROIC) as of Q1 2025, down from 230 in Q4 2024.
  • Funds reported $384K of Retail Opportunity Investments Corp. stock for Q1 2025, down 100% quarter-over-quarter.
  • 1 fund opened new Retail Opportunity Investments Corp. positions in Q1 2025 and 226 closed out, a net change of -225 holders.
  • The largest Retail Opportunity Investments Corp. buyer in Q1 2025 was Avion Wealth, an estimated $697 added.
  • The largest Retail Opportunity Investments Corp. seller in Q1 2025 was BlackRock, an estimated $409M sold.

Based on aggregated 13F filings for Q1 2025.