ROIC

Retail Opportunity Investments Corp.
ROIC

Overview Fund Activity
Delisted

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

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229 hedge funds and large institutions have $2.05B invested in Retail Opportunity Investments Corp. in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 75 increasing their positions, 73 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
3.05%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
51
Increased
75
Reduced
73
Closed
53
Calls
$6.49M
Puts
$88K
Net Calls
+$6.4M
Net Calls Change
+$6.33M

Top Buyers

1
FTCM
First Trust Capital Management
Illinois
$92.2M
2
NAM
Nexpoint Asset Management
Texas
$50.5M
3
Citigroup
Citigroup
New York
$46.9M
4
GCL
Glazer Capital LLC
New York
$33.2M
5
PMAM
Picton Mahoney Asset Management
Ontario, Canada
$27.3M

Top Sellers

1
CIM
Centersquare Investment Management
Pennsylvania
$0
2
Federated Hermes
Federated Hermes
Pennsylvania
$31.2M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$7.86M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$13.7K +$1.35K +78 +11%
MEG
202
Millstone Evans Group
Colorado
$13.2K +$13.2K +760 New
PA
203
Parallel Advisors
California
$12.8K +$626 +36 +5%
Optiver Holding
204
Optiver Holding
Netherlands
$10.3K +$8.09K +466 +370%
GRP
205
Global Retirement Partners
California
$6.46K – – –
UB
206
UMB Bank
Missouri
$5.69K – – –
MPWT
207
MassMutual Private Wealth & Trust
Connecticut
$5.52K – – –
GM
208
GeoWealth Management
Illinois
$4.51K – – –
Bessemer Group
209
Bessemer Group
New Jersey
$3K +$1.76K +107 +143%
SO
210
Sierra Ocean
California
$2.8K +$2.8K +161 New
HWM
211
HighMark Wealth Management
Minnesota
$2.76K +$35 +2 +1%
CFB
212
Cullen/Frost Bankers
Texas
$2.67K +$2.67K +154 New
RIL
213
Rothschild Investment LLC
Illinois
$2.6K +$608 +35 +30%
WT
214
Whittier Trust
California
$2.45K – – –
TCOV
215
Trust Company of Vermont
Vermont
$2.24K – – –
FFA
216
Farther Finance Advisors
California
$1.79K -$260 -15 -13%
QC
217
Quent Capital
New York
$1.65K +$1.65K +95 New
WTC
218
WhitTier Trust Company
Nevada
$1.55K – – –
EWA
219
EverSource Wealth Advisors
Alabama
$1.55K +$69 +4 +5%
FMII
220
Farmers & Merchants Investments Inc
Nebraska
$1.48K -$174 -10 -11%
CSWM
221
Cassady Schiller Wealth Management
Ohio
$972 +$972 +56 New
HNB
222
Huntington National Bank
Ohio
$954 +$538 +31 +129%
PTC
223
Private Trust Company
Ohio
$885 – – –
AAP
224
Arax Advisory Partners
Colorado
$348 +$348 +20 New
AWM
225
Abound Wealth Management
Tennessee
$209 – – –
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