ROIC

Retail Opportunity Investments Corp.

Delisted

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

226 hedge funds and large institutions have $1.9B invested in Retail Opportunity Investments Corp. in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 93 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-2
Holders Change %
-0.88%
% of All Funds
3.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
93
Reduced
74
Closed
22
Calls
$4.75M
Puts
$1.05M
Net Calls
+$3.7M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Shares
Change %
NICM
201
Neo Ivy Capital Management
New York
$11K +$11K +730 New
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$8K +$4.19K +309 +110%
PFBT
203
Parkside Financial Bank & Trust
Missouri
$7K -$391 -24 -5%
MPWT
204
MassMutual Private Wealth & Trust
Connecticut
$5K +$4.42K +292 +768%
APC
205
Aspire Private Capital
North Carolina
$4K
TWA
206
TCI Wealth Advisors
Arizona
$3K
CFN
207
Cordasco Financial Network
Florida
$3K
PCG
208
Private Capital Group
Connecticut
$3K
YAL
209
Your Advocates Ltd
Texas
$3K
SPIA
210
Steward Partners Investment Advisory
New York
$2K
HWM
211
HighMark Wealth Management
Minnesota
$2K +$14 +1 +0.7%
FPS
212
Fieldpoint Private Securities
Connecticut
$1K -$3.92K -255 -80%
SWM
213
Spire Wealth Management
Virginia
$1K -$1.44K -99 -59%
CTC
214
Central Trust Company
Missouri
$1K
AssetMark Inc
215
AssetMark Inc
California
$1K
AFS
216
Annapolis Financial Services
Maryland
$1K
STCOSD
217
Sageworth Trust Company of South Dakota
South Dakota
$1K
GRP
218
Global Retirement Partners
California
$1K +$1K +50 New
ED
219
Exane Derivatives
France
$647
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
$242 -$336 -20,557 -58%
WC
221
Wexford Capital
Florida
$205 +$205 +12,982 New
WCP
222
Waterfront Capital Partners
New York
-$26.2M -1,349,969 Closed
William Blair Investment Management
223
William Blair Investment Management
Illinois
-$15.1M -780,794 Closed
ZP
224
Zimmer Partners
New York
-$4.36M -225,000 Closed
AG
225
Algert Global
California
-$2.19M -112,882 Closed