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ROIC

Retail Opportunity Investments Corp.

Delisted

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

169 hedge funds and large institutions have $1.33B invested in Retail Opportunity Investments Corp. in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 77 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $395K

54% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 50

0% more funds holding

Funds holding: 169169 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

14% less capital invested

Capital invested by funds: $1.56B → $1.33B (-$226M)

Holders
169
Holders Change
Holders Change %
0%
% of All Funds
4.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
77
Reduced
50
Closed
10
Calls
$1.06M
Puts
$395K
Net Calls
+$665K
Net Calls Change
-$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$208M -$5.28M -315,403 -2%
Invesco
2
Invesco
Georgia
$159M +$1.59M +94,904 +0.9%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$95M +$258K +15,392 +0.3%
BFA
4
BlackRock Fund Advisors
California
$83.6M +$462K +27,632 +0.5%
ACI
5
AMP Capital Investors
Australia
$60.7M +$406K +24,239 +0.6%
BIT
6
BlackRock Institutional Trust
California
$47.8M -$1.79M -107,235 -3%
CI Investments Inc
7
CI Investments Inc
Ontario, Canada
$38.4M -$1.92M -114,700 -4%
ACM
8
AEW Capital Management
Massachusetts
$35.6M +$1.27M +76,200 +3%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$31.6M +$4.22M +252,520 +14%
State Street
10
State Street
Massachusetts
$29.6M +$1.31M +78,168 +4%
Millennium Management
11
Millennium Management
New York
$28.9M +$12.7M +758,967 +69%
Northern Trust
12
Northern Trust
Illinois
$26.9M -$922K -55,081 -3%
TA
13
Teachers Advisors
New York
$24.1M +$340K +20,324 +1%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$21M -$1.03M -61,834 -4%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$20.4M -$284K -17,000 -1%
RFC
16
Russell Frank Company
Washington
$19.9M +$928K +55,488 +5%
AllianceBernstein
17
AllianceBernstein
Tennessee
$19.2M -$234K -13,960 -1%
SCRM
18
Security Capital Research & Management
Illinois
$18.6M +$580K +34,658 +3%
FM
19
Forward Management
California
$18.3M
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$17.4M +$460K +27,497 +3%
CCM
21
Copeland Capital Management
Pennsylvania
$14.6M +$4.99M +298,191 +47%
Norges Bank
22
Norges Bank
Norway
$14.2M
JP Morgan Chase
23
JP Morgan Chase
New York
$14.1M -$373K -22,290 -2%
1832 Asset Management
24
1832 Asset Management
Ontario, Canada
$13.5M -$194K -11,609 -1%
Jennison Associates
25
Jennison Associates
New York
$11.1M +$7.12M +425,283 +149%

ROIC Hedge Fund Activity: Q2 2015 in Review

169 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Retail Opportunity Investments Corp. (ROIC) for Q2 2015, worth a combined $1.33B — down 14% from $1.56B a quarter earlier.

Fund positioning in ROIC was balanced in Q2 2015: 10 funds opened new positions, 10 closed out, 77 added to existing stakes and 50 trimmed.

The largest buyer was Millennium Management, adding an estimated $12.7M. The largest seller was Adelante Capital Management, exiting entirely with an estimated $38M sold.

  • 169 institutional investors held Retail Opportunity Investments Corp. (ROIC) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $1.33B of Retail Opportunity Investments Corp. stock for Q2 2015, down 14% quarter-over-quarter.
  • 10 funds opened new Retail Opportunity Investments Corp. positions in Q2 2015 and 10 closed out, a net change of 0 holders.
  • The largest Retail Opportunity Investments Corp. buyer in Q2 2015 was Millennium Management, an estimated $12.7M added.
  • The largest Retail Opportunity Investments Corp. seller in Q2 2015 was Adelante Capital Management, an estimated $38M sold.

Based on aggregated 13F filings for Q2 2015.