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VWE

Vintage Wine Estates, Inc. Common Stock

Delisted

VWE was delisted on the 1st of August, 2024.

65 hedge funds and large institutions have $16.4M invested in Vintage Wine Estates, Inc. Common Stock in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 28 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $9K | Put options by funds: $2K

8% less funds holding

Funds holding: 7165 (-6)

32% less capital invested

Capital invested by funds: $24.3M → $16.4M (-$7.86M)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

61% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 28

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
65
Holders Change
-6
Holders Change %
-8.45%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
11
Reduced
28
Closed
17
Calls
$9K
Puts
$2K
Net Calls
+$7K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$18.5K -$20.3K -17,471 -45%
Mariner
27
Mariner
Kansas
$18.1K -$7.01K -6,036 -22%
Bank of America
28
Bank of America
North Carolina
$16.8K -$48.2K -41,475 -68%
HF
29
HRT Financial
New York
$16K +$22.5K +19,381 New
Jane Street
30
Jane Street
New York
$15.1K +$20.5K +17,640 New
AWA
31
Arete Wealth Advisors
Illinois
$14K +$6.95K +5,981 +58%
Creative Planning
32
Creative Planning
Kansas
$13.3K +$18.1K +15,600 New
FA
33
Fortis Advisors
Pennsylvania
$12.8K
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$11.2K
CIBC Asset Management
35
CIBC Asset Management
Ontario, Canada
$10.7K
HSBC Holdings
36
HSBC Holdings
United Kingdom
$8.99K +$5 +4 +0%
SCM
37
Sterneck Capital Management
Missouri
$8.96K
PMEF
38
Point72 Middle East FZE
United Arab Emirates
$8.67K +$11.8K +10,131 New
CHA
39
Cooper/Haims Advisors
New York
$8.55K
FNBT
40
FineMark National Bank & Trust
Florida
$8.55K
TA
41
Tiedemann Advisors
New York
$8.55K
VWA
42
VERITY Wealth Advisors
United States
$8.55K
PA
43
Parallel Advisors
California
$6.84K
JP Morgan Chase
44
JP Morgan Chase
New York
$5.63K -$21.2K -18,272 -74%
Wells Fargo
45
Wells Fargo
California
$5.27K -$5.24K -4,506 -42%
TWC
46
TD Waterhouse Canada
Ontario, Canada
$5.17K +$4.45K +3,825 +175%
CSS
47
Cubist Systematic Strategies
Connecticut
$4.92K +$6.68K +5,751 New
Point72 Asset Management
48
Point72 Asset Management
Connecticut
$4.76K +$6.46K +5,562 New
Citadel Advisors
49
Citadel Advisors
Florida
$4.59K +$6.14K +5,282 +6,772%
Federated Hermes
50
Federated Hermes
Pennsylvania
$4.12K +$1.34K +1,155 +32%

VWE Hedge Fund Activity: Q2 2023 in Review

65 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vintage Wine Estates, Inc. Common Stock (VWE) for Q2 2023, worth a combined $16.4M — down 32% from $24.3M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of VWE and 11 opened new positions — a net loss of 6 holders — while 28 trimmed existing stakes and 11 added.

The largest buyer was GSA Capital Partners, adding an estimated $613K. The largest seller was BlackRock, cutting an estimated $1.8M.

  • 65 institutional investors held Vintage Wine Estates, Inc. Common Stock (VWE) as of Q2 2023, down from 71 in Q1 2023.
  • Funds reported $16.4M of Vintage Wine Estates, Inc. Common Stock stock for Q2 2023, down 32% quarter-over-quarter.
  • 11 funds opened new Vintage Wine Estates, Inc. Common Stock positions in Q2 2023 and 17 closed out, a net change of -6 holders.
  • The largest Vintage Wine Estates, Inc. Common Stock buyer in Q2 2023 was GSA Capital Partners, an estimated $613K added.
  • The largest Vintage Wine Estates, Inc. Common Stock seller in Q2 2023 was BlackRock, an estimated $1.8M sold.

Based on aggregated 13F filings for Q2 2023.