ROIC

Retail Opportunity Investments Corp.
ROIC

Overview Fund Activity
Delisted

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

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226 hedge funds and large institutions have $1.66B invested in Retail Opportunity Investments Corp. in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
–
Holders Change %
0%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
90
Reduced
76
Closed
22
Calls
$179K
Puts
$857K
Net Calls
-$678K
Net Calls Change
-$4.38M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$53.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$18M
3
WMSA
3
Weiss Multi-Strategy Advisers
New York
$16.7M
4
LBIM
4
Land & Buildings Investment Management
Connecticut
$33.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$271M

Top Sellers

1
LIMS
1
Lasalle Investment Management Securities
Maryland
$12.3M
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$14.1M
3
GA
3
GRS Advisors
Illinois
$0
4
LPC
4
Long Pond Capital
New York
$0
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$39M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
201
EverSource Wealth Advisors
Alabama
$10K -$5.92K -417 -37%
PA
202
Parallel Advisors
California
$10K – – –
BBHC
203
Brown Brothers Harriman & Co
New York
$9K – – –
PFBT
204
Parkside Financial Bank & Trust
Missouri
$7K +$845 +59 +14%
APC
205
Aspire Private Capital
North Carolina
$4K – – –
AF
206
Allworth Financial
California
$4K +$4K +271 New
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4K +333 New
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$3.44K +$3.2K +199,707 +1,348%
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$3K -$2.35K -259 -44%
TWA
210
TCI Wealth Advisors
Arizona
$3K – – –
YAL
211
Your Advocates Ltd
Texas
$3K – – –
Bessemer Group
212
Bessemer Group
New Jersey
$3K +$3K +248 New
MPWT
213
MassMutual Private Wealth & Trust
Connecticut
$2K -$2.96K -197 -60%
HWM
214
HighMark Wealth Management
Minnesota
$2K +$14 +1 +0.7%
GRP
215
Global Retirement Partners
California
$1K -$389 -14 -28%
AFS
216
Annapolis Financial Services
Maryland
$1K – – –
SPIA
217
Steward Partners Investment Advisory
New York
$1K – – –
BTI
218
Blue Trust Inc
Georgia
$1K +$1K +66 New
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$1K +$1K +83 New
JMF
220
Johnson Midwest Financial
Iowa
$20 – +12 +0.8%
GA
221
GRS Advisors
Illinois
– -$11M -696,169 Closed
LPC
222
Long Pond Capital
New York
– -$7.21M -457,162 Closed
CM
223
Castleark Management
Illinois
– -$3.48M -220,430 Closed
GC
224
Gillson Capital
Illinois
– -$1.85M -117,073 Closed
Voloridge Investment Management
225
Voloridge Investment Management
Florida
– -$1.21M -76,723 Closed
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