ROIC

Retail Opportunity Investments Corp.
ROIC

Overview Fund Activity
Delisted

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

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220 hedge funds and large institutions have $1.82B invested in Retail Opportunity Investments Corp. in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 95 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+4
Holders Change %
+1.85%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
73
Reduced
95
Closed
17
Calls
$66K
Puts
$59K
Net Calls
+$7K
Net Calls Change
-$71K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$55.7M
2
CIM
Centersquare Investment Management
Pennsylvania
$123M
3
Marshall Wace
Marshall Wace
United Kingdom
$18M
4
WCP
Waterfront Capital Partners
New York
$17.5M
5
Principal Financial Group
Principal Financial Group
Iowa
$24.6M

Top Sellers

1
WMSA
Weiss Multi-Strategy Advisers
New York
$20.8M
2
Millennium Management
Millennium Management
New York
$20.9M
3
Jennison Associates
Jennison Associates
New York
$23.5M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
5
Citadel Advisors
Citadel Advisors
Florida
$2.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
201
Simplex Trading
Illinois
$6K +$6K +444 New
BTI
202
Blue Trust Inc
Georgia
$6K +$6K +481 New
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$5K -$28.3K -2,080 -85%
APC
204
Aspire Private Capital
North Carolina
$3.79K – – –
MPWT
205
MassMutual Private Wealth & Trust
Connecticut
$3.68K -$8.57K -611 -70%
YAL
206
Your Advocates Ltd
Texas
$2.81K – – –
HWM
207
HighMark Wealth Management
Minnesota
$2.13K +$28 +2 +1%
ASN
208
Advisory Services Network
Georgia
$2.12K +$2.12K +151 New
FFA
209
Farther Finance Advisors
California
$1.91K +$547 +39 +40%
FMII
210
Farmers & Merchants Investments Inc
Nebraska
$1.33K – – –
AF
211
Allworth Financial
California
$1.25K -$98 -7 -7%
WTC
212
WhitTier Trust Company
Nevada
$1.25K -$1.25K -89 -50%
HNB
213
Huntington National Bank
Ohio
$1.24K +$1.22K +87 +8,700%
BIA
214
Bell Investment Advisors
California
$1.08K -$491 -35 -31%
PTC
215
Private Trust Company
Ohio
$716 – – –
EWA
216
EverSource Wealth Advisors
Alabama
$603 -$561 -40 -48%
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$603 – – –
GRP
218
Global Retirement Partners
California
$518 -$182 -13 -26%
PFBT
219
Parkside Financial Bank & Trust
Missouri
$211 -$6.29K -447 -97%
Alyeska Investment Group
220
Alyeska Investment Group
Illinois
– -$13.9M -1,125,120 Closed
ACM
221
Adelante Capital Management
California
– -$1.29M -103,850 Closed
QT
222
Quantbot Technologies
New York
– -$1.17M -94,306 Closed
WAM
223
Wolverine Asset Management
Illinois
– -$840K -67,858 Closed
YIH
224
Y-Intercept (HK)
Hong Kong
– -$675K -54,558 Closed
MM
225
MQS Management
New York
– -$505K -40,766 Closed
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