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RVI

Retail Value Inc. Common Shares

Delisted

RVI was delisted on the 6th of April, 2022.

148 hedge funds and large institutions have $529M invested in Retail Value Inc. Common Shares in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

41% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 39

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

1% more funds holding

Funds holding: 146148 (+2)

4% more capital invested

Capital invested by funds: $508M → $529M (+$20.6M)

Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
20
Increased
55
Reduced
39
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
126
Concourse Financial Group Securities
Alabama
$2K +$2.04K +610 New
CHA
127
Carmichael Hill & Associates
Maryland
$2K +$2.12K +632 New
TA
128
TFG Advisers
Michigan
$2K +$2.15K +643 New
CIA
129
Cascade Investment Advisors
Oregon
$1.89K -$1.9K -566 -50%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$1K
FRA
131
Front Row Advisors
California
$1K
KBC Group
132
KBC Group
Belgium
$1K
MCM
133
MV Capital Management
Maryland
$1K
PFGIA
134
Patriot Financial Group Insurance Agency
Massachusetts
$1K
RCA
135
Ranch Capital Advisors
Florida
$1K +$1.42K +425 New
BCA
136
Berman Capital Advisors
Georgia
$1K +$1.93K +577 New
FCH
137
Freestone Capital Holdings
Washington
$319
APA
138
American Portfolios Advisors
New York
$37
Barclays
139
Barclays
United Kingdom
-$633K -189,203 -100%
HF
140
HRT Financial
New York
-$381K -112,223 Closed
Millennium Management
141
Millennium Management
New York
-$318K -93,583 Closed
Mackenzie Financial
142
Mackenzie Financial
Ontario, Canada
-$296K -87,155 Closed
FAF
143
Första AP-fonden
Sweden
-$273K -80,150 Closed
LI
144
Leap Investments
Illinois
-$215K -63,188 Closed
Jane Street
145
Jane Street
New York
-$213K -62,512 Closed
CIP
146
Convergence Investment Partners
Florida
-$153K -45,016 Closed
TRCT
147
Tower Research Capital (TRC)
New York
-$38K -11,199 Closed
Loomis, Sayles & Company
148
Loomis, Sayles & Company
Massachusetts
-$32K -9,271 Closed
GT
149
Glenmede Trust
Pennsylvania
-$7.7K -2,299 -98%
PHK
150
Point72 Hong Kong
Hong Kong
-$7K -2,092 Closed

RVI Hedge Fund Activity: Q4 2019 in Review

148 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Retail Value Inc. Common Shares (RVI) for Q4 2019, worth a combined $529M — up 4.1% from $508M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new RVI positions and 16 closed out — a net gain of 4 holders — while 55 added to existing stakes and 39 trimmed.

The largest buyer was Indaba Capital Management, adding an estimated $3.75M. The largest seller was Newtyn Management, cutting an estimated $2.74M.

  • 148 institutional investors held Retail Value Inc. Common Shares (RVI) as of Q4 2019, up from 146 in Q3 2019.
  • Funds reported $529M of Retail Value Inc. Common Shares stock for Q4 2019, up 4.1% quarter-over-quarter.
  • 20 funds opened new Retail Value Inc. Common Shares positions in Q4 2019 and 16 closed out, a net change of +4 holders.
  • The largest Retail Value Inc. Common Shares buyer in Q4 2019 was Indaba Capital Management, an estimated $3.75M added.
  • The largest Retail Value Inc. Common Shares seller in Q4 2019 was Newtyn Management, an estimated $2.74M sold.

Based on aggregated 13F filings for Q4 2019.