Willamette Valley Vineyards
WVVI
25 hedge funds and large institutions have $2.34M invested in Willamette Valley Vineyards in 2016 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 2 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 2
7% less funds holding
Funds holding: 27 → 25 (-2)
15% less capital invested
Capital invested by funds: $2.77M → $2.34M (-$427K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$56.9K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$14.8K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$9.7K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$4.07K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$389K |
| 2 |
Morgan Stanley
New York
|
-$9.01K |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$5K |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$2K |
WVVI Hedge Fund Activity: Q3 2016 in Review
25 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q3 2016, worth a combined $2.34M — down 15% from $2.77M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WVVI and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 12 added.
The largest buyer was Renaissance Technologies, adding an estimated $56.9K. The largest seller was Perritt Capital Management, cutting an estimated $389K.
- 25 institutional investors held Willamette Valley Vineyards (WVVI) as of Q3 2016, down from 27 in Q2 2016.
- Funds reported $2.34M of Willamette Valley Vineyards stock for Q3 2016, down 15% quarter-over-quarter.
- 0 funds opened new Willamette Valley Vineyards positions in Q3 2016 and 2 closed out, a net change of -2 holders.
- The largest Willamette Valley Vineyards buyer in Q3 2016 was Renaissance Technologies, an estimated $56.9K added.
- The largest Willamette Valley Vineyards seller in Q3 2016 was Perritt Capital Management, an estimated $389K sold.
Based on aggregated 13F filings for Q3 2016.