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RVI

Retail Value Inc. Common Shares

Delisted

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

112 hedge funds and large institutions have $192M invested in Retail Value Inc. Common Shares in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $169M → $192M (+$23.5M)

2% less funds holding

Funds holding: 114112 (-2)

11% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 38

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
112
Holders Change
-2
Holders Change %
-1.75%
% of All Funds
1.98%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
34
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$24.3M +$494K +387,296 +2%
LCG
2
Luxor Capital Group
New York
$21.7M -$22.2M -17,396,290 -52%
BlackRock
3
BlackRock
New York
$21.2M +$437K +342,935 +2%
ICM
4
Indaba Capital Management
California
$21.1M +$1.39M +1,089,442 +8%
HRCM
5
Hawk Ridge Capital Management
California
$12.8M +$6.36M +4,991,974 +114%
RIM
6
Rush Island Management
New York
$7.36M +$3.37M +2,642,822 +96%
Renaissance Technologies
7
Renaissance Technologies
New York
$6.09M +$144K +113,302 +3%
JGC
8
J. Goldman & Co
New York
$6.04M +$5.64M +4,422,261 New
HCM
9
Highbridge Capital Management
New York
$5.36M +$5M +3,923,678 New
State Street
10
State Street
Massachusetts
$5.11M +$516K +404,967 +13%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$4.86M +$1.05M +820,774 +30%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$4.21M
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$4.19M +$139K +108,791 +4%
LSV Asset Management
14
LSV Asset Management
Illinois
$4.15M -$341K -267,719 -8%
Goldman Sachs
15
Goldman Sachs
New York
$4.08M -$328K -257,577 -8%
SCM
16
Stonehill Capital Management
New York
$2.9M -$2.5M -1,961,845 -48%
Northern Trust
17
Northern Trust
Illinois
$2.84M -$138K -107,909 -5%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$2.13M -$202K -158,721 -9%
N
19
Nuveen
North Carolina
$2.08M -$14.7K -11,505 -0.7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.08M -$24.1K -18,880 -1%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.9M +$347K +272,229 +24%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$1.88M +$1.75M +1,376,357 New
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$1.68M -$58K -45,473 -4%
Charles Schwab
24
Charles Schwab
California
$1.59M -$492K -386,262 -25%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$1.25M +$660K +517,485 +129%

RVI Hedge Fund Activity: Q4 2020 in Review

112 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Retail Value Inc. Common Shares (RVI) for Q4 2020, worth a combined $192M — up 14% from $169M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of RVI and 9 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 34 added.

The largest buyer was Hawk Ridge Capital Management, adding an estimated $6.36M. The largest seller was Luxor Capital Group, cutting an estimated $22.2M.

  • 112 institutional investors held Retail Value Inc. Common Shares (RVI) as of Q4 2020, down from 114 in Q3 2020.
  • Funds reported $192M of Retail Value Inc. Common Shares stock for Q4 2020, up 14% quarter-over-quarter.
  • 9 funds opened new Retail Value Inc. Common Shares positions in Q4 2020 and 11 closed out, a net change of -2 holders.
  • The largest Retail Value Inc. Common Shares buyer in Q4 2020 was Hawk Ridge Capital Management, an estimated $6.36M added.
  • The largest Retail Value Inc. Common Shares seller in Q4 2020 was Luxor Capital Group, an estimated $22.2M sold.

Based on aggregated 13F filings for Q4 2020.