Retail Opportunity Investments Corp.
ROIC
ROIC was delisted on the 12th of February, 2025.
206 hedge funds and large institutions have $1.9B invested in Retail Opportunity Investments Corp. in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 59 reducing their positions, and 22 closing their positions.
313% more call options, than puts
Call options by funds: $95K | Put options by funds: $23K
22% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 59
14% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 22
3% more capital invested
Capital invested by funds: $1.85B → $1.9B (+$47.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less funds holding
Funds holding: 207 → 206 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$23.9M |
| 2 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$23.3M |
| 3 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
+$19.9M |
| 4 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$19.7M |
| 5 |
CC
Carlson Capital
Dallas,
Texas
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
-$17.6M |
| 2 |
Goldman Sachs
New York
|
-$12.1M |
| 3 |
BlackRock
New York
|
-$9.61M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$9.42M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$8.11M |
ROIC Hedge Fund Activity: Q2 2019 in Review
206 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Retail Opportunity Investments Corp. (ROIC) for Q2 2019, worth a combined $1.9B — up 2.6% from $1.85B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new ROIC positions and 22 closed out — a net gain of 3 holders — while 72 added to existing stakes and 59 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $23.9M. The largest seller was Copeland Capital Management, exiting entirely with an estimated $17.6M sold.
- 206 institutional investors held Retail Opportunity Investments Corp. (ROIC) as of Q2 2019, down from 207 in Q1 2019.
- Funds reported $1.9B of Retail Opportunity Investments Corp. stock for Q2 2019, up 2.6% quarter-over-quarter.
- 25 funds opened new Retail Opportunity Investments Corp. positions in Q2 2019 and 22 closed out, a net change of +3 holders.
- The largest Retail Opportunity Investments Corp. buyer in Q2 2019 was Morgan Stanley, an estimated $23.9M added.
- The largest Retail Opportunity Investments Corp. seller in Q2 2019 was Copeland Capital Management, an estimated $17.6M sold.
Based on aggregated 13F filings for Q2 2019.