Retail Opportunity Investments Corp.
ROIC
ROIC was delisted on the 12th of February, 2025.
157 hedge funds and large institutions have $918M invested in Retail Opportunity Investments Corp. in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 59 reducing their positions, and 17 closing their positions.
779% more call options, than puts
Call options by funds: $5.68M | Put options by funds: $646K
24% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 17
12% more capital invested
Capital invested by funds: $817M → $918M (+$101M)
3% more funds holding
Funds holding: 153 → 157 (+4)
7% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRES
Starwood Real Estate Securities
Greenwich,
Connecticut
|
+$23.2M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$16.4M |
| 3 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$10.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$8.71M |
| 5 |
Janus Henderson Group
London,
|
+$8.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$17M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$15.2M |
| 3 |
Bank of New York Mellon
New York
|
-$9.72M |
| 4 |
O
OppenheimerFunds
New York
|
-$5.84M |
| 5 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
-$5.09M |
ROIC Hedge Fund Activity: Q4 2013 in Review
157 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Retail Opportunity Investments Corp. (ROIC) for Q4 2013, worth a combined $918M — up 12% from $817M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new ROIC positions and 17 closed out — a net gain of 4 holders — while 55 added to existing stakes and 59 trimmed.
The largest buyer was Starwood Real Estate Securities, opening a new position worth an estimated $23.2M. The largest seller was Morgan Stanley, cutting an estimated $17M.
- 157 institutional investors held Retail Opportunity Investments Corp. (ROIC) as of Q4 2013, up from 153 in Q3 2013.
- Funds reported $918M of Retail Opportunity Investments Corp. stock for Q4 2013, up 12% quarter-over-quarter.
- 21 funds opened new Retail Opportunity Investments Corp. positions in Q4 2013 and 17 closed out, a net change of +4 holders.
- The largest Retail Opportunity Investments Corp. buyer in Q4 2013 was Starwood Real Estate Securities, an estimated $23.2M added.
- The largest Retail Opportunity Investments Corp. seller in Q4 2013 was Morgan Stanley, an estimated $17M sold.
Based on aggregated 13F filings for Q4 2013.