ROIC

Retail Opportunity Investments Corp.

Delisted

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

228 hedge funds and large institutions have $2.27B invested in Retail Opportunity Investments Corp. in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
Holders Change %
0%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
85
Reduced
86
Closed
19
Calls
$21.3M
Puts
$281K
Net Calls
+$21M
Net Calls Change
-$6.44M
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity International
201
Fidelity International
Bermuda
$16K -$10K -500 -38%
QCG
202
Quadrant Capital Group
Ohio
$15K -$56 -3 -0.4%
EI
203
Ellevest Inc
New York
$13K +$11.3K +599 +673%
Macquarie Group
204
Macquarie Group
Australia
$9.03K +$1.27K +66,335 +16%
HNB
205
Huntington National Bank
Ohio
$9K
PFBT
206
Parkside Financial Bank & Trust
Missouri
$9K
TFO
207
Tarbox Family Office
California
$6K
FPS
208
Fieldpoint Private Securities
Connecticut
$6K
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$5K
APC
210
Aspire Private Capital
North Carolina
$5K
TWA
211
TCI Wealth Advisors
Arizona
$4K
CFN
212
Cordasco Financial Network
Florida
$4K
PCG
213
Private Capital Group
Connecticut
$4K
YAL
214
Your Advocates Ltd
Texas
$4K
MIFH
215
Migdal Insurance & Financial Holdings
Israel
$3K -$38K -1,775 -93%
HWM
216
HighMark Wealth Management
Minnesota
$3K +$42 +2 +1%
SWM
217
Spire Wealth Management
Virginia
$3K +$1.14K +64 +62%
SPIA
218
Steward Partners Investment Advisory
New York
$2K
STCOSD
219
Sageworth Trust Company of South Dakota
South Dakota
$1K -$4.48K -300 -82%
AssetMark Inc
220
AssetMark Inc
California
$1K
GWS
221
Glassman Wealth Services
Virginia
$1K
AFS
222
Annapolis Financial Services
Maryland
$1K
MPWT
223
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +38 New
ED
224
Exane Derivatives
France
$795
RIM
225
Rush Island Management
New York
-$34.7M -1,769,397 Closed