We are live on ! Find out more
VWE

Vintage Wine Estates, Inc. Common Stock

Delisted

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

57 hedge funds and large institutions have $270M invested in Vintage Wine Estates, Inc. Common Stock in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more call options, than puts

Call options by funds: $7.58M | Put options by funds: $1.59M

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

4% more funds holding

Funds holding: 5557 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

12% less capital invested

Capital invested by funds: $308M → $270M (-$38.1M)

Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
14
Reduced
15
Closed
15
Calls
$7.58M
Puts
$1.59M
Net Calls
+$5.98M
Net Calls Change
+$5.12M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$147M -$22.9K -2,193 -0%
PIM
2
Paradice Investment Management
Colorado
$43.1M +$3.11M +298,429 +8%
RCMC
3
RK Capital Management (Colorado)
Colorado
$14.7M +$2.34M +224,700 +18%
WMSA
4
Weiss Multi-Strategy Advisers
New York
$13.1M +$4.81M +460,761 +56%
SAM
5
Scopus Asset Management
New York
$9.7M -$2.35M -225,000 -19%
ACH
6
ArrowMark Colorado Holdings
Colorado
$7.55M +$1.15M +110,000 +17%
AIMCA
7
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.04M +$136K +13,027 +3%
Vanguard Group
8
Vanguard Group
Pennsylvania
$3.51M +$3.59M +344,089 New
UIC
9
Uniplan Investment Counsel
Wisconsin
$3.14M -$42.4K -4,063 -1%
KRC
10
Kehrs Ridge Capital
New Jersey
$2.5M -$4.09M -392,360 -62%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.29M +$2.34M +224,769 New
ECM
12
EMC Capital Management
Texas
$2.21M +$1.29M +123,969 +136%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.21M +$1.9M +182,009 +535%
PMAM
14
Picton Mahoney Asset Management
Ontario, Canada
$2.11M +$1.4M +134,100 +184%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.11M +$132K +12,617 +6%
PCM
16
Penn Capital Management
Pennsylvania
$1.82M +$95.3K +9,139 +5%
State Street
17
State Street
Massachusetts
$937K +$958K +91,800 New
KAM
18
Knightsbridge Asset Management
California
$693K +$708K +67,900 New
Citadel Advisors
19
Citadel Advisors
Florida
$567K +$362K +34,691 +166%
SI
20
Stephens Inc
Arkansas
$535K +$546K +52,357 New
Northern Trust
21
Northern Trust
Illinois
$513K +$524K +50,220 New
CAM
22
Connacht Asset Management
New York
$475K -$990K -94,856 -67%
SM
23
Southport Management
Wyoming
$459K
BlackRock
24
BlackRock
New York
$454K +$464K +44,439 New
XSC
25
X-Square Capital
Puerto Rico
$424K

VWE Hedge Fund Activity: Q3 2021 in Review

57 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vintage Wine Estates, Inc. Common Stock (VWE) for Q3 2021, worth a combined $270M — down 12% from $308M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new VWE positions and 15 closed out — a net gain of 4 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Weiss Multi-Strategy Advisers, adding an estimated $4.81M. The largest seller was Millennium Management, cutting an estimated $7.6M.

  • 57 institutional investors held Vintage Wine Estates, Inc. Common Stock (VWE) as of Q3 2021, up from 55 in Q2 2021.
  • Funds reported $270M of Vintage Wine Estates, Inc. Common Stock stock for Q3 2021, down 12% quarter-over-quarter.
  • 19 funds opened new Vintage Wine Estates, Inc. Common Stock positions in Q3 2021 and 15 closed out, a net change of +4 holders.
  • The largest Vintage Wine Estates, Inc. Common Stock buyer in Q3 2021 was Weiss Multi-Strategy Advisers, an estimated $4.81M added.
  • The largest Vintage Wine Estates, Inc. Common Stock seller in Q3 2021 was Millennium Management, an estimated $7.6M sold.

Based on aggregated 13F filings for Q3 2021.