Willamette Valley Vineyards
WVVI
31 hedge funds and large institutions have $3.21M invested in Willamette Valley Vineyards in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 0 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
8% more capital invested
Capital invested by funds: $2.97M → $3.21M (+$233K)
7% more funds holding
Funds holding: 29 → 31 (+2)
0.15% more ownership
Funds ownership: 10.4% → 10.55% (+0.15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$61K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$11.9K |
| 3 |
SGAM
Steinberg Global Asset Management
Boca Raton,
Florida
|
+$7.12K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.7K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.24K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$38.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
26
Parallel Advisors
San Francisco,
California
| $1K | – | – | – |
|
27
US Bancorp
Minneapolis,
Minnesota
| $1K | – | – | – |
|
|
28
TD Asset Management
Toronto,
Ontario, Canada
| – | -$38.4K | -5,395 | -6% |
|
29
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$21 | +3 | New |
|
WVVI Hedge Fund Activity: Q1 2019 in Review
31 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q1 2019, worth a combined $3.21M — up 7.8% from $2.97M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WVVI positions and 0 closed out — a net gain of 2 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $61K. The largest seller was TD Asset Management, cutting an estimated $38.4K.
- 31 institutional investors held Willamette Valley Vineyards (WVVI) as of Q1 2019, up from 29 in Q4 2018.
- Funds reported $3.21M of Willamette Valley Vineyards stock for Q1 2019, up 7.8% quarter-over-quarter.
- 2 funds opened new Willamette Valley Vineyards positions in Q1 2019 and 0 closed out, a net change of +2 holders.
- The largest Willamette Valley Vineyards buyer in Q1 2019 was Renaissance Technologies, an estimated $61K added.
- The largest Willamette Valley Vineyards seller in Q1 2019 was TD Asset Management, an estimated $38.4K sold.
Based on aggregated 13F filings for Q1 2019.