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VWE

Vintage Wine Estates, Inc. Common Stock

Delisted

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

85 hedge funds and large institutions have $223M invested in Vintage Wine Estates, Inc. Common Stock in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,306% more call options, than puts

Call options by funds: $919K | Put options by funds: $17K

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

18% more funds holding

Funds holding: 7285 (+13)

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

20% less capital invested

Capital invested by funds: $280M → $223M (-$57.2M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
85
Holders Change
+13
Holders Change %
+18.06%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
30
Increased
22
Reduced
19
Closed
17
Calls
$919K
Puts
$17K
Net Calls
+$902K
Net Calls Change
-$832K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$106M -$7.89M -857,117 -6%
PIM
2
Paradice Investment Management
Colorado
$30.6M -$1.93M -209,591 -5%
BlackRock
3
BlackRock
New York
$13.5M +$14.5M +1,570,872 +1,085%
RCMC
4
RK Capital Management (Colorado)
Colorado
$10.9M -$741K -80,500 -5%
WMSA
5
Weiss Multi-Strategy Advisers
New York
$9.22M -$626K -67,933 -5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.44M +$974K +105,776 +13%
ACH
7
ArrowMark Colorado Holdings
Colorado
$5.97M
AIMCA
8
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.82M -$525 -57 -0%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.48M +$2.64M +286,830 +101%
UIC
10
Uniplan Investment Counsel
Wisconsin
$3.8M +$167K +18,163 +4%
Millennium Management
11
Millennium Management
New York
$3.53M -$1.87M -202,791 -31%
State Street
12
State Street
Massachusetts
$2.86M +$2.36M +255,832 +238%
Northern Trust
13
Northern Trust
Illinois
$2.17M +$2.05M +222,293 +414%
PMAM
14
Picton Mahoney Asset Management
Ontario, Canada
$1.58M +$399K +43,360 +28%
HF
15
HRT Financial
New York
$1.13M +$475K +51,621 +56%
ECM
16
EMC Capital Management
Texas
$1.11M -$651K -70,690 -33%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$1.08M +$546K +59,309 +76%
PCM
18
Penn Capital Management
Pennsylvania
$1.03M -$1.55M -168,390 -56%
KAM
19
Knightsbridge Asset Management
California
$937K +$552K +59,893 +101%
N
20
Nuveen
North Carolina
$679K +$796K +86,392 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$678K +$686K +74,483 +637%
AG
22
Algert Global
California
$673K +$788K +85,590 New
Charles Schwab
23
Charles Schwab
California
$669K +$663K +71,961 +551%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$666K -$35K -3,796 -4%
SI
25
Stephens Inc
Arkansas
$611K -$12K -1,300 -2%

VWE Hedge Fund Activity: Q2 2022 in Review

85 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vintage Wine Estates, Inc. Common Stock (VWE) for Q2 2022, worth a combined $223M — down 20% from $280M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new VWE positions and 17 closed out — a net gain of 13 holders — while 22 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, adding an estimated $14.5M. The largest seller was Caspian Capital, exiting entirely with an estimated $14.4M sold.

  • 85 institutional investors held Vintage Wine Estates, Inc. Common Stock (VWE) as of Q2 2022, up from 72 in Q1 2022.
  • Funds reported $223M of Vintage Wine Estates, Inc. Common Stock stock for Q2 2022, down 20% quarter-over-quarter.
  • 30 funds opened new Vintage Wine Estates, Inc. Common Stock positions in Q2 2022 and 17 closed out, a net change of +13 holders.
  • The largest Vintage Wine Estates, Inc. Common Stock buyer in Q2 2022 was BlackRock, an estimated $14.5M added.
  • The largest Vintage Wine Estates, Inc. Common Stock seller in Q2 2022 was Caspian Capital, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2022.