ROIC

Retail Opportunity Investments Corp.
ROIC

Overview Fund Activity
Delisted

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

Back to rankings

226 hedge funds and large institutions have $1.62B invested in Retail Opportunity Investments Corp. in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 82 increasing their positions, 85 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+6
Holders Change %
+2.73%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
82
Reduced
85
Closed
20
Calls
$42K
Puts
$73K
Net Calls
-$31K
Net Calls Change
-$38K

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$64.2M
2
EIP
2
Easterly Investment Partners
Massachusetts
$7.76M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$114M
4
LIMS
4
Lasalle Investment Management Securities
Maryland
$46.8M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$5.72M

Top Sellers

1
RGREA
1
Ranger Global Real Estate Advisors
Colorado
$8.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.8M
3
WCP
3
Waterfront Capital Partners
New York
$0
4
AAMU
4
APG Asset Management US
New York
$6.1M
5
Walleye Capital
5
Walleye Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
201
Smartleaf Asset Management
Massachusetts
$9.03K +$533 +42 +6%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$7.58K – – –
C
203
Covestor
United Kingdom
$7K -$13 -1 -0.2%
PFC
204
Phocas Financial Corp
California
$6.91K -$645 -50,290 -9%
PA
205
Parallel Advisors
California
$4.9K -$1.25K -97 -20%
Osaic Holdings
206
Osaic Holdings
Arizona
$4.38K -$42.9K -3,348 -91%
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$4K -$1.15K -82 -22%
APC
208
Aspire Private Capital
North Carolina
$3.46K – – –
MPWT
209
MassMutual Private Wealth & Trust
Connecticut
$3.36K – – –
AF
210
Allworth Financial
California
$2.74K +$1.6K +125 +140%
YAL
211
Your Advocates Ltd
Texas
$2.56K – – –
HWM
212
HighMark Wealth Management
Minnesota
$1.97K +$26 +2 +1%
FFA
213
Farther Finance Advisors
California
$1.29K -$414 -33 -24%
FMII
214
Farmers & Merchants Investments Inc
Nebraska
$1.22K – – –
WTC
215
WhitTier Trust Company
Nevada
$1.14K – – –
EWA
216
EverSource Wealth Advisors
Alabama
$1.03K +$503 +41 +95%
BIA
217
Bell Investment Advisors
California
$988 – – –
UB
218
UMB Bank
Missouri
$974 +$974 +76 New
PTC
219
Private Trust Company
Ohio
$654 – – –
GRP
220
Global Retirement Partners
California
$474 – – –
HNB
221
Huntington National Bank
Ohio
$423 -$705 -55 -63%
AWM
222
Avior Wealth Management
Nebraska
$358 +$358 +28 New
PFBT
223
Parkside Financial Bank & Trust
Missouri
$193 – – –
ECM
224
Everence Capital Management
Indiana
$192 – – –
BTI
225
Blue Trust Inc
Georgia
$167 -$6.01K -468 -97%
6 7 8
9
10