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ROIC

Retail Opportunity Investments Corp.

Delisted

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

202 hedge funds and large institutions have $2.19B invested in Retail Opportunity Investments Corp. in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 93 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 63

0% more capital invested

Capital invested by funds: $2.19B → $2.19B (+$2.82M)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

2% less funds holding

Funds holding: 206202 (-4)

71% less call options, than puts

Call options by funds: $203K | Put options by funds: $691K

Holders
202
Holders Change
-4
Holders Change %
-1.94%
% of All Funds
5.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
93
Reduced
63
Closed
18
Calls
$203K
Puts
$691K
Net Calls
-$488K
Net Calls Change
-$264K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$363M +$3.84M +187,221 +1%
BFA
2
BlackRock Fund Advisors
California
$179M +$21.3M +1,038,776 +14%
Invesco
3
Invesco
Georgia
$152M -$9.11M -444,252 -6%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$121M +$10.9M +531,170 +10%
BIT
5
BlackRock Institutional Trust
California
$116M +$17.8M +868,803 +19%
State Street
6
State Street
Massachusetts
$81.9M +$1.82M +88,886 +2%
ACI
7
AMP Capital Investors
Australia
$59.3M -$7.45M -363,398 -11%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$56.7M -$22.7M -1,108,181 -29%
HIM
9
Hermes Investment Management
United Kingdom
$42.6M +$6.71M +327,096 +19%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$41.8M -$4.66M -227,378 -10%
CI Investments Inc
11
CI Investments Inc
Ontario, Canada
$39.1M
Northern Trust
12
Northern Trust
Illinois
$37.6M +$859K +41,918 +2%
TSW
13
Thompson Siegel & Walmsley
Virginia
$31.8M +$9.69M +472,904 +46%
KCM
14
Kennedy Capital Management
Missouri
$31.7M +$19.3M +939,035 +167%
JP Morgan Chase
15
JP Morgan Chase
New York
$30.5M +$7.69M +374,903 +35%
TA
16
Teachers Advisors
New York
$30.4M -$11.5M -560,486 -28%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$29.1M +$1.11M +54,005 +4%
ACM
18
Adelante Capital Management
California
$28.5M +$5.46M +266,480 +25%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$24.2M -$1.56M -75,896 -6%
Norges Bank
20
Norges Bank
Norway
$23.9M +$1.26M +61,518 +6%
FFA
21
First Foundation Advisors
California
$22.3M +$17.8M +869,547 +464%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$21.3M +$1.53M +74,809 +8%
Jennison Associates
23
Jennison Associates
New York
$20.9M +$424K +20,676 +2%
BG
24
BlackRock Group
United Kingdom
$19.4M +$1.58M +77,267 +9%
Charles Schwab
25
Charles Schwab
California
$18.6M +$620K +30,238 +4%

ROIC Hedge Fund Activity: Q4 2016 in Review

202 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Retail Opportunity Investments Corp. (ROIC) for Q4 2016, worth a combined $2.19B — up 0.13% from $2.19B a quarter earlier.

Fund positioning in ROIC was balanced in Q4 2016: 18 funds opened new positions, 18 closed out, 93 added to existing stakes and 63 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $21.3M. The largest seller was Lord, Abbett & Co, cutting an estimated $22.7M.

  • 202 institutional investors held Retail Opportunity Investments Corp. (ROIC) as of Q4 2016, down from 206 in Q3 2016.
  • Funds reported $2.19B of Retail Opportunity Investments Corp. stock for Q4 2016, up 0.13% quarter-over-quarter.
  • 18 funds opened new Retail Opportunity Investments Corp. positions in Q4 2016 and 18 closed out, a net change of 0 holders.
  • The largest Retail Opportunity Investments Corp. buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $21.3M added.
  • The largest Retail Opportunity Investments Corp. seller in Q4 2016 was Lord, Abbett & Co, an estimated $22.7M sold.

Based on aggregated 13F filings for Q4 2016.