ROIC

Retail Opportunity Investments Corp.
ROIC

Overview Fund Activity
Delisted

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

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217 hedge funds and large institutions have $1.68B invested in Retail Opportunity Investments Corp. in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 83 increasing their positions, 85 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-15
Holders Change %
-6.47%
% of All Funds
3.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
83
Reduced
85
Closed
35
Calls
$45K
Puts
$17K
Net Calls
+$28K
Net Calls Change
-$21K

Top Buyers

1
CIM
Centersquare Investment Management
Pennsylvania
$18.8M
2
LIMS
Lasalle Investment Management Securities
Maryland
$30M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$31.3M
4
Federated Hermes
Federated Hermes
Pennsylvania
$48M
5
Millennium Management
Millennium Management
New York
$35.8M

Top Sellers

1
ACM
AEW Capital Management
Massachusetts
$0
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$6.76M
3
Jennison Associates
Jennison Associates
New York
$43.3M
4
Deutsche Bank
Deutsche Bank
Germany
$1.58M
5
WHG
Westwood Holdings Group
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APC
201
Aspire Private Capital
North Carolina
$3.77K – – –
IAIM
202
International Assets Investment Management
Florida
$3.39K +$3.39K +243 New
ASN
203
Advisory Services Network
Georgia
$3.36K +$1.26K +90 +60%
FHA
204
First Horizon Advisors
Tennessee
$3.09K +$3.09K +221 New
YAL
205
Your Advocates Ltd
Texas
$2.79K – – –
BIA
206
Bell Investment Advisors
California
$2.07K +$1.06K +76 +106%
HWM
207
HighMark Wealth Management
Minnesota
$2.05K – – –
SPIA
208
Steward Partners Investment Advisory
New York
$1.4K – – –
FMII
209
Farmers & Merchants Investments Inc
Nebraska
$1.33K – – –
BTI
210
Blue Trust Inc
Georgia
$1K -$776 -52 -44%
PTC
211
Private Trust Company
Ohio
$712 +$433 +31 +155%
FFA
212
Farther Finance Advisors
California
$656 – – –
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$600 – – –
ECM
214
Everence Capital Management
Indiana
$328 +$109 +7,800 +50%
HNB
215
Huntington National Bank
Ohio
$14 – – –
FA
216
Fortis Advisors
Pennsylvania
$14 – – –
ACM
217
AEW Capital Management
Massachusetts
– -$26.5M -1,762,713 Closed
WHG
218
Westwood Holdings Group
Texas
– -$6.8M -452,270 Closed
FP
219
Foundry Partners
Minnesota
– -$4.29M -285,214 Closed
GLA
220
Great Lakes Advisors
Illinois
– -$4.15M -276,097 Closed
ERSOT
221
Employees Retirement System of Texas
Texas
– -$2M -132,800 Closed
HF
222
HRT Financial
New York
– -$963K -64,089 Closed
GCP
223
GSA Capital Partners
United Kingdom
– -$698K -46,434 Closed
Squarepoint
224
Squarepoint
New York
– -$530K -35,245 Closed
NYLIM
225
New York Life Investment Management
New York
– -$440K -29,254 Closed
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