Retail Opportunity Investments Corp.
ROIC
ROIC was delisted on the 12th of February, 2025.
208 hedge funds and large institutions have $2.22B invested in Retail Opportunity Investments Corp. in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 60 reducing their positions, and 20 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
47% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 60
45% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 20
9% more capital invested
Capital invested by funds: $2.05B → $2.22B (+$176M)
3% more funds holding
Funds holding: 201 → 208 (+7)
83% less call options, than puts
Call options by funds: $525K | Put options by funds: $3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$56.6M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$27.1M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$20.1M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$12.3M |
| 5 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$9.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$18.9M |
| 2 |
Millennium Management
New York
|
-$18.5M |
| 3 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$11.2M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$9.62M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$7.81M |
ROIC Hedge Fund Activity: Q4 2017 in Review
208 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Retail Opportunity Investments Corp. (ROIC) for Q4 2017, worth a combined $2.22B — up 8.6% from $2.05B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new ROIC positions and 20 closed out — a net gain of 9 holders — while 88 added to existing stakes and 60 trimmed.
The largest buyer was Invesco, adding an estimated $56.6M. The largest seller was Amundi Asset Management US, cutting an estimated $18.9M.
- 208 institutional investors held Retail Opportunity Investments Corp. (ROIC) as of Q4 2017, up from 201 in Q3 2017.
- Funds reported $2.22B of Retail Opportunity Investments Corp. stock for Q4 2017, up 8.6% quarter-over-quarter.
- 29 funds opened new Retail Opportunity Investments Corp. positions in Q4 2017 and 20 closed out, a net change of +9 holders.
- The largest Retail Opportunity Investments Corp. buyer in Q4 2017 was Invesco, an estimated $56.6M added.
- The largest Retail Opportunity Investments Corp. seller in Q4 2017 was Amundi Asset Management US, an estimated $18.9M sold.
Based on aggregated 13F filings for Q4 2017.