ROIC

Retail Opportunity Investments Corp.
ROIC

Overview Fund Activity
Delisted

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

Back to rankings

215 hedge funds and large institutions have $1.28B invested in Retail Opportunity Investments Corp. in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 69 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
4.42%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
39
Increased
79
Reduced
69
Closed
35
Calls
$163K
Puts
$418K
Net Calls
-$255K
Net Calls Change
-$242K

Top Buyers

1
WCP
Waterfront Capital Partners
New York
$20M
2
RIM
Rush Island Management
New York
$19.8M
3
CC
Carlson Capital
Texas
$16.6M
4
Prudential Financial
Prudential Financial
New Jersey
$17.8M
5
CIM
Centersquare Investment Management
Pennsylvania
$57.8M

Top Sellers

1
Invesco
Invesco
Georgia
$95.9M
2
Wells Fargo
Wells Fargo
California
$3.97M
3
Renaissance Technologies
Renaissance Technologies
New York
$11.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
Charles Schwab
Charles Schwab
California
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
201
Lenox Wealth Management
Ohio
$3K – – –
IA
202
IFP Advisors
Florida
$3K +$1.06K +121 +55%
Bessemer Group
203
Bessemer Group
New Jersey
$3K +$3K +290 New
EW
204
Evoke Wealth
California
$2K – – –
HWM
205
HighMark Wealth Management
Minnesota
$2K – – –
YAL
206
Your Advocates Ltd
Texas
$2K – – –
CFN
207
Cordasco Financial Network
Florida
$2K +$1.82K +200 +1,000%
PCG
208
Private Capital Group
Connecticut
$2K +$2K +207 New
Fidelity Investments
209
Fidelity Investments
Massachusetts
$1K -$11.4K -936 -92%
AssetMark Inc
210
AssetMark Inc
California
$1K -$1.11K -50 -53%
CWC
211
Carolinas Wealth Consulting
North Carolina
$1K +$1K +52 New
TPCW
212
TD Private Client Wealth
New York
$952 +$952 +84 New
ED
213
Exane Derivatives
France
$464 – – –
Balyasny Asset Management
214
Balyasny Asset Management
Illinois
– -$5.45M -657,609 Closed
DRZID
215
DePrince Race & Zollo Inc (DRZ)
Florida
– -$3.87M -466,972 Closed
Tudor Investment Corp
216
Tudor Investment Corp
Connecticut
– -$1.37M -164,986 Closed
LCM
217
Laurion Capital Management
New York
– -$1.13M -136,500 Closed
SEI Investments
218
SEI Investments
Pennsylvania
– -$1.07M -128,333 Closed
GCP
219
GSA Capital Partners
United Kingdom
– -$1.06M -127,525 Closed
American Century Companies
220
American Century Companies
Missouri
– -$902K -108,857 Closed
LCM
221
Landscape Capital Management
New Jersey
– -$854K -102,988 Closed
DADC
222
D.A. Davidson & Co
Montana
– -$803K -96,815 Closed
QIM
223
Quantitative Investment Management
Virginia
– -$467K -56,388 Closed
MERSOM
224
Municipal Employees' Retirement System of Michigan
Michigan
– -$298K -35,930 Closed
PP
225
Paloma Partners
Connecticut
– -$188K -22,646 Closed
6 7 8
9
10