Willamette Valley Vineyards
WVVI
27 hedge funds and large institutions have $2.77M invested in Willamette Valley Vineyards in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and closing their positions.
31% more capital invested
Capital invested by funds: $2.12M → $2.77M (+$651K)
8% more funds holding
Funds holding: 25 → 27 (+2)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$287K |
| 2 |
Renaissance Technologies
New York
|
+$42.3K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$38.9K |
| 4 |
JIR
James Investment Research
Alpha,
Ohio
|
+$2.22K |
| 5 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$1.65K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$119K |
| 2 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$70.4K |
| 3 |
Morgan Stanley
New York
|
-$7.21K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.19K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$778 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
26
Advisory Services Network
Atlanta,
Georgia
| $1K | – | – | – |
|
27
Creative Planning
Overland Park,
Kansas
| $1K | – | – | – |
|
WVVI Hedge Fund Activity: Q2 2016 in Review
27 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q2 2016, worth a combined $2.77M — up 31% from $2.12M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WVVI positions and 0 closed out — a net gain of 2 holders — while 5 added to existing stakes and 5 trimmed.
The largest buyer was Vanguard Group, adding an estimated $287K. The largest seller was Geneos Wealth Management, cutting an estimated $119K.
- 27 institutional investors held Willamette Valley Vineyards (WVVI) as of Q2 2016, up from 25 in Q1 2016.
- Funds reported $2.77M of Willamette Valley Vineyards stock for Q2 2016, up 31% quarter-over-quarter.
- 2 funds opened new Willamette Valley Vineyards positions in Q2 2016 and 0 closed out, a net change of +2 holders.
- The largest Willamette Valley Vineyards buyer in Q2 2016 was Vanguard Group, an estimated $287K added.
- The largest Willamette Valley Vineyards seller in Q2 2016 was Geneos Wealth Management, an estimated $119K sold.
Based on aggregated 13F filings for Q2 2016.