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RVI

Retail Value Inc. Common Shares

Delisted

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

129 hedge funds and large institutions have $181M invested in Retail Value Inc. Common Shares in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 42 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 42

13% less funds holding

Funds holding: 148129 (-19)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

53% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 32

66% less capital invested

Capital invested by funds: $529M → $181M (-$347M)

Holders
129
Holders Change
-19
Holders Change %
-12.84%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
15
Increased
62
Reduced
42
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCG
1
Luxor Capital Group
New York
$37.4M +$3.35M +1,282,621 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$28M +$1.32M +505,359 +2%
ICM
3
Indaba Capital Management
California
$15.2M +$4.6M +1,761,834 +15%
BlackRock
4
BlackRock
New York
$14.7M -$4.99M -1,911,883 -13%
Renaissance Technologies
5
Renaissance Technologies
New York
$6.45M +$4.07M +1,558,261 +37%
State Street
6
State Street
Massachusetts
$6.36M -$5.21M -1,994,615 -26%
SCM
7
Stonehill Capital Management
New York
$5.82M +$13.5M +5,172,135 New
HRCM
8
Hawk Ridge Capital Management
California
$4.92M +$432K +165,453 +4%
LSV Asset Management
9
LSV Asset Management
Illinois
$3.81M +$121K +46,334 +1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$3.47M -$572K -219,097 -7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.4M +$366K +140,211 +5%
Charles Schwab
12
Charles Schwab
California
$3.37M +$733K +280,629 +10%
NM
13
Newtyn Management
New York
$3.29M +$6.21M +2,378,676 +437%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$3.25M +$86K +32,923 +1%
Goldman Sachs
15
Goldman Sachs
New York
$2.93M +$745K +285,444 +12%
Wells Fargo
16
Wells Fargo
California
$2.85M +$1.85M +709,238 +39%
Northern Trust
17
Northern Trust
Illinois
$2.69M -$972K -372,284 -13%
RIM
18
Rush Island Management
New York
$2.67M +$3.19M +1,221,961 +106%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$2.41M +$38.8K +14,850 +0.7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.19M +$203K +77,862 +4%
MCM
21
Matarin Capital Management
New York
$1.74M -$40.9K -15,677 -1%
JP Morgan Chase
22
JP Morgan Chase
New York
$1.67M +$2.62M +1,001,796 +206%
MAM
23
Martingale Asset Management
Massachusetts
$1.67M +$359K +137,509 +10%
Ameriprise
24
Ameriprise
Minnesota
$1.14M +$1.01M +387,330 +62%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$1.02M +$451K +172,785 +23%

RVI Hedge Fund Activity: Q1 2020 in Review

129 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Retail Value Inc. Common Shares (RVI) for Q1 2020, worth a combined $181M — down 66% from $529M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of RVI and 15 opened new positions — a net loss of 17 holders — while 42 trimmed existing stakes and 62 added.

The largest buyer was Stonehill Capital Management, opening a new position worth an estimated $13.5M. The largest seller was State Street, cutting an estimated $5.21M.

  • 129 institutional investors held Retail Value Inc. Common Shares (RVI) as of Q1 2020, down from 148 in Q4 2019.
  • Funds reported $181M of Retail Value Inc. Common Shares stock for Q1 2020, down 66% quarter-over-quarter.
  • 15 funds opened new Retail Value Inc. Common Shares positions in Q1 2020 and 32 closed out, a net change of -17 holders.
  • The largest Retail Value Inc. Common Shares buyer in Q1 2020 was Stonehill Capital Management, an estimated $13.5M added.
  • The largest Retail Value Inc. Common Shares seller in Q1 2020 was State Street, an estimated $5.21M sold.

Based on aggregated 13F filings for Q1 2020.