ROIC

Retail Opportunity Investments Corp.
ROIC

Overview Fund Activity
Delisted

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

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223 hedge funds and large institutions have $1.74B invested in Retail Opportunity Investments Corp. in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 82 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+10
Holders Change %
+4.69%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
73
Reduced
82
Closed
18
Calls
$16.4M
Puts
$3.35M
Net Calls
+$13M
Net Calls Change
+$11.6M

Top Buyers

1
ICOM
1
Investment Counselors of Maryland
Maryland
$13.4M
2
BlackRock
2
BlackRock
New York
$348M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$11.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$289M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$52.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$65.6M
2
CIM
2
Centersquare Investment Management
Pennsylvania
$14.2M
3
WCP
3
Waterfront Capital Partners
New York
$0
4
RIM
4
Rush Island Management
New York
$28.9M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$32.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
201
Tarbox Family Office
California
$5K – – –
IA
202
IFP Advisors
Florida
$5K – – –
HI
203
Harbour Investments
Wisconsin
$4K +$4K +221 New
SPIA
204
Steward Partners Investment Advisory
New York
$3.17K +$1.59K +100 +100%
CFN
205
Cordasco Financial Network
Florida
$3K – – –
EW
206
Evoke Wealth
California
$3K – – –
PCG
207
Private Capital Group
Connecticut
$3K – – –
YAL
208
Your Advocates Ltd
Texas
$3K – – –
HWM
209
HighMark Wealth Management
Minnesota
$2K – – –
TPCW
210
TD Private Client Wealth
New York
$1.33K – – –
AIG
211
American International Group
New York
$1.23K -$14 -884 -1%
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$1K -$72 -4,568 -7%
Fidelity Investments
213
Fidelity Investments
Massachusetts
$1K -$12 -1 -1%
AFS
214
Annapolis Financial Services
Maryland
$1K – – –
EI
215
Ellevest Inc
New York
$1K – – –
CWC
216
Carolinas Wealth Consulting
North Carolina
$1K – – –
AssetMark Inc
217
AssetMark Inc
California
$1K – – –
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +43 New
ED
219
Exane Derivatives
France
$651 – – –
WCP
220
Waterfront Capital Partners
New York
– -$22.4M -1,675,706 Closed
Los Angeles Capital Management
221
Los Angeles Capital Management
California
– -$1.84M -137,624 Closed
PI
222
PEAK6 Investments
Illinois
– -$1.49M -111,573 Closed
Arrowstreet Capital
223
Arrowstreet Capital
Massachusetts
– -$592K -44,200 Closed
MSA
224
Mason Street Advisors
Wisconsin
– -$589K -44,004 Closed
NCP
225
NexWave Capital Partners
New York
– -$564K -42,108 Closed
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