Retail Opportunity Investments Corp.
ROIC
ROIC was delisted on the 12th of February, 2025.
233 hedge funds and large institutions have $1.93B invested in Retail Opportunity Investments Corp. in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 95 reducing their positions, and 27 closing their positions.
822% more call options, than puts
Call options by funds: $83K | Put options by funds: $9K
26% more capital invested
Capital invested by funds: $1.53B → $1.93B (+$399M)
19% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 27
2% more funds holding
Funds holding: 229 → 233 (+4)
21% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 95
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
+$45.7M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$15.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$14.7M |
| 4 |
QOP
Quinn Opportunity Partners
Charlottesville,
Virginia
|
+$14.4M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$33.1M |
| 2 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$26.2M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$14.1M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$12.1M |
| 5 |
Jennison Associates
New York
|
-$7.77M |
ROIC Hedge Fund Activity: Q3 2024 in Review
233 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Retail Opportunity Investments Corp. (ROIC) for Q3 2024, worth a combined $1.93B — up 26% from $1.53B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new ROIC positions and 27 closed out — a net gain of 5 holders — while 75 added to existing stakes and 95 trimmed.
The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $45.7M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $33.1M.
- 233 institutional investors held Retail Opportunity Investments Corp. (ROIC) as of Q3 2024, up from 229 in Q2 2024.
- Funds reported $1.93B of Retail Opportunity Investments Corp. stock for Q3 2024, up 26% quarter-over-quarter.
- 32 funds opened new Retail Opportunity Investments Corp. positions in Q3 2024 and 27 closed out, a net change of +5 holders.
- The largest Retail Opportunity Investments Corp. buyer in Q3 2024 was Alyeska Investment Group, an estimated $45.7M added.
- The largest Retail Opportunity Investments Corp. seller in Q3 2024 was Lasalle Investment Management Securities, an estimated $33.1M sold.
Based on aggregated 13F filings for Q3 2024.