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RVI

Retail Value Inc. Common Shares

Delisted

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

146 hedge funds and large institutions have $508M invested in Retail Value Inc. Common Shares in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 33

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $447M → $508M (+$61.1M)

7% more funds holding

Funds holding: 137146 (+9)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
146
Holders Change
+9
Holders Change %
+6.57%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
24
Increased
53
Reduced
33
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCG
1
Luxor Capital Group
New York
$111M
Vanguard Group
2
Vanguard Group
Pennsylvania
$82.2M -$121K -35,788 -0.1%
BlackRock
3
BlackRock
New York
$49M -$64.9K -19,218 -0.1%
ICM
4
Indaba Capital Management
California
$36.2M +$2.58M +764,298 +8%
State Street
5
State Street
Massachusetts
$27.9M -$234K -69,147 -0.8%
HRCM
6
Hawk Ridge Capital Management
California
$14.3M +$460K +136,180 +3%
Renaissance Technologies
7
Renaissance Technologies
New York
$12.8M +$9.06M +2,682,086 +249%
LSV Asset Management
8
LSV Asset Management
Illinois
$11.8M -$392K -116,102 -3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$11.2M +$922 +273 +0%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$9.75M +$311K +92,123 +3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$9.7M +$308K +91,208 +3%
Northern Trust
12
Northern Trust
Illinois
$9.2M +$3.57M +1,057,063 +64%
Charles Schwab
13
Charles Schwab
California
$8.95M +$865K +255,920 +11%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$7.13M +$992K +293,615 +16%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$7.04M +$2.28M +674,495 +48%
Goldman Sachs
16
Goldman Sachs
New York
$5.5M +$4.41M +1,305,925 +418%
Wells Fargo
17
Wells Fargo
California
$5.09M -$1.09M -322,094 -18%
MCM
18
Matarin Capital Management
New York
$4.88M +$3.65M +1,080,356 +304%
NM
19
Newtyn Management
New York
$4.63M -$5.82M -1,723,497 -56%
RIM
20
Rush Island Management
New York
$3.92M +$3.89M +1,152,248 New
FPA
21
First Pacific Advisors
California
$3.4M
MAM
22
Martingale Asset Management
Massachusetts
$3.27M +$3.24M +960,103 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.2M -$329K -97,244 -9%
Marshall Wace
24
Marshall Wace
United Kingdom
$2.72M +$845K +250,038 +45%
Legal & General Group
25
Legal & General Group
United Kingdom
$2.46M +$349K +103,420 +17%

RVI Hedge Fund Activity: Q3 2019 in Review

146 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Retail Value Inc. Common Shares (RVI) for Q3 2019, worth a combined $508M — up 14% from $447M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RVI positions and 15 closed out — a net gain of 9 holders — while 53 added to existing stakes and 33 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $9.06M. The largest seller was Newtyn Management, cutting an estimated $5.82M.

  • 146 institutional investors held Retail Value Inc. Common Shares (RVI) as of Q3 2019, up from 137 in Q2 2019.
  • Funds reported $508M of Retail Value Inc. Common Shares stock for Q3 2019, up 14% quarter-over-quarter.
  • 24 funds opened new Retail Value Inc. Common Shares positions in Q3 2019 and 15 closed out, a net change of +9 holders.
  • The largest Retail Value Inc. Common Shares buyer in Q3 2019 was Renaissance Technologies, an estimated $9.06M added.
  • The largest Retail Value Inc. Common Shares seller in Q3 2019 was Newtyn Management, an estimated $5.82M sold.

Based on aggregated 13F filings for Q3 2019.