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ROIC

Retail Opportunity Investments Corp.

Delisted

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

215 hedge funds and large institutions have $1.28B invested in Retail Opportunity Investments Corp. in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 69 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more capital invested

Capital invested by funds: $892M → $1.28B (+$387M)

14% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 69

11% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 35

1% more funds holding

Funds holding: 212215 (+3)

61% less call options, than puts

Call options by funds: $163K | Put options by funds: $418K

Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
4.41%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.06%
New
39
Increased
79
Reduced
69
Closed
35
Calls
$163K
Puts
$418K
Net Calls
-$255K
Net Calls Change
-$242K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$227M +$2.22M +229,366 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$202M -$1.74M -179,742 -1%
Invesco
3
Invesco
Georgia
$95.9M -$24.4M -2,516,222 -23%
State Street
4
State Street
Massachusetts
$70.2M -$929K -95,813 -2%
CIM
5
Centersquare Investment Management
Pennsylvania
$57.8M +$7.3M +753,057 +17%
ACM
6
Adelante Capital Management
California
$32.8M +$1.23M +127,376 +4%
Federated Hermes
7
Federated Hermes
Pennsylvania
$26M +$3.02M +311,826 +16%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$25.5M +$511K +52,770 +2%
Northern Trust
9
Northern Trust
Illinois
$23.4M -$181K -18,710 -0.9%
Jennison Associates
10
Jennison Associates
New York
$22.4M -$2.38M -245,372 -11%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$21.6M +$768K +79,231 +4%
WCP
12
Waterfront Capital Partners
New York
$20M +$17.1M +1,767,167 New
RIM
13
Rush Island Management
New York
$19.8M +$16.9M +1,747,587 New
N
14
Nuveen
North Carolina
$18.4M +$1.73M +178,632 +12%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$17.8M -$3.46M -357,349 -19%
Prudential Financial
16
Prudential Financial
New Jersey
$17.8M +$13.4M +1,385,737 +762%
Norges Bank
17
Norges Bank
Norway
$17M +$1.07M +109,890 +8%
Charles Schwab
18
Charles Schwab
California
$16.6M -$4.2M -433,646 -23%
CC
19
Carlson Capital
Texas
$16.6M +$14.2M +1,466,206 New
RC
20
RBO & Co
California
$13.4M +$240K +24,721 +2%
JP Morgan Chase
21
JP Morgan Chase
New York
$12.7M +$209K +21,569 +2%
Ameriprise
22
Ameriprise
Minnesota
$12M +$1.79M +184,276 +21%
Renaissance Technologies
23
Renaissance Technologies
New York
$11.3M -$6.7M -690,900 -41%
Goldman Sachs
24
Goldman Sachs
New York
$11.2M +$4.12M +425,152 +75%
State of New Jersey Common Pension Fund D
25
State of New Jersey Common Pension Fund D
New Jersey
$11.2M +$602K +62,072 +7%

ROIC Hedge Fund Activity: Q2 2020 in Review

215 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Retail Opportunity Investments Corp. (ROIC) for Q2 2020, worth a combined $1.28B — up 43% from $892M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ROIC positions and 35 closed out — a net gain of 4 holders — while 79 added to existing stakes and 69 trimmed.

The largest buyer was Waterfront Capital Partners, opening a new position worth an estimated $17.1M. The largest seller was Invesco, cutting an estimated $24.4M.

  • 215 institutional investors held Retail Opportunity Investments Corp. (ROIC) as of Q2 2020, up from 212 in Q1 2020.
  • Funds reported $1.28B of Retail Opportunity Investments Corp. stock for Q2 2020, up 43% quarter-over-quarter.
  • 39 funds opened new Retail Opportunity Investments Corp. positions in Q2 2020 and 35 closed out, a net change of +4 holders.
  • The largest Retail Opportunity Investments Corp. buyer in Q2 2020 was Waterfront Capital Partners, an estimated $17.1M added.
  • The largest Retail Opportunity Investments Corp. seller in Q2 2020 was Invesco, an estimated $24.4M sold.

Based on aggregated 13F filings for Q2 2020.