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VWE

Vintage Wine Estates, Inc. Common Stock
VWE

Delisted

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

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50 hedge funds and large institutions have $850K invested in Vintage Wine Estates, Inc. Common Stock in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% less funds holding

Funds holding: 59 → 50 (-9)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

69% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 13

74% less capital invested

Capital invested by funds: $3.23M → $850K (-$2.38M)

Holders
50
Holders Change
-9
Holders Change %
-15.25%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
10
Closed
13
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$49.9K
2
Amundi
Amundi
France
+$17.5K
3
UBS Group
UBS Group
Switzerland
+$8.79K
4
VF
Virtu Financial
New York
+$4.69K
5
XT
XTX Topco
Cayman Islands
+$4.26K

Top Sellers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
-$607K
2
BCM
Bridgeway Capital Management
Texas
-$90K
3
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$86.1K
4
Renaissance Technologies
Renaissance Technologies
New York
-$36.1K
5
BlackRock
BlackRock
New York
-$11.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
26
TD Waterhouse Canada
Ontario, Canada
$1.85K – – –
Jane Street
27
Jane Street
New York
$1.76K +$16 +63 +0.5%
Barclays
28
Barclays
United Kingdom
$1.41K -$2.97K -11,525 -53%
AG
29
AlTi Global
New York
$1.39K – – –
FNBT
30
FineMark National Bank & Trust
Florida
$1.39K – – –
LI
31
LRI Investments
Florida
$1.39K – – –
VWA
32
VERITY Wealth Advisors
United States
$1.39K – – –
AF
33
Allworth Financial
California
$1.12K +$2.32K +9,000 +900%
PA
34
Parallel Advisors
California
$1.11K – – –
JP Morgan Chase
35
JP Morgan Chase
New York
$933 +$4 +15 +0.2%
BCMLT
36
Beacon Capital Management LLC (Tennessee)
Tennessee
$835 – – –
CA
37
Continuum Advisory
Idaho
$771 – – –
Wells Fargo
38
Wells Fargo
California
$585 -$35 -135 -3%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$381 – – –
Federated Hermes
40
Federated Hermes
Pennsylvania
$339 – – –
Morgan Stanley
41
Morgan Stanley
New York
$306 -$3.48K -13,492 -86%
PGAM
42
Princeton Global Asset Management
New Jersey
$278 – – –
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$242 – – –
EWP
44
Elevation Wealth Partners
California
$140 – – –
1832 Asset Management
45
1832 Asset Management
Ontario, Canada
$139 – – –
LFA
46
LGT Financial Advisors
Texas
$139 – – –
US Bancorp
47
US Bancorp
Minnesota
$139 – – –
IAIM
48
International Assets Investment Management
Florida
$28 +$52 +200 New
Group One Trading
49
Group One Trading
Illinois
$17 – – –
Toronto Dominion Bank
50
Toronto Dominion Bank
Ontario, Canada
$2 – – –
1
2
3

VWE Hedge Fund Activity: Q2 2024 in Review

50 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vintage Wine Estates, Inc. Common Stock (VWE) for Q2 2024, worth a combined $850K — down 74% from $3.23M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of VWE and 4 opened new positions — a net loss of 9 holders — while 10 trimmed existing stakes and 8 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $49.9K. The largest seller was Wasatch Advisors, cutting an estimated $607K.

  • 50 institutional investors held Vintage Wine Estates, Inc. Common Stock (VWE) as of Q2 2024, down from 59 in Q1 2024.
  • Funds reported $850K of Vintage Wine Estates, Inc. Common Stock stock for Q2 2024, down 74% quarter-over-quarter.
  • 4 funds opened new Vintage Wine Estates, Inc. Common Stock positions in Q2 2024 and 13 closed out, a net change of -9 holders.
  • The largest Vintage Wine Estates, Inc. Common Stock buyer in Q2 2024 was Citadel Advisors, an estimated $49.9K added.
  • The largest Vintage Wine Estates, Inc. Common Stock seller in Q2 2024 was Wasatch Advisors, an estimated $607K sold.

Based on aggregated 13F filings for Q2 2024.