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Willamette Valley Vineyards
WVVI

Overview Fund Activity

26 hedge funds and large institutions have $1.75M invested in Willamette Valley Vineyards in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
2
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$59K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$10K
3
TCOV
3
Trust Company of Vermont
Vermont
$8K
4
Victory Capital Management
4
Victory Capital Management
Texas
$6K
5
Bank of America
5
Bank of America
North Carolina
$12K

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$491K
3
TRCT
3
Tower Research Capital (TRC)
New York
$1K
4
JIR
4
James Investment Research
Ohio
$39K
5
RIA
5
Realta Investment Advisors
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HI
26
Human Investing
Oregon
– – -800 Closed
RIA
27
Realta Investment Advisors
Delaware
– – -300 Closed
AAP
28
Arax Advisory Partners
Colorado
– – -100 Closed
CFGS
29
Concourse Financial Group Securities
Alabama
– – – –
ASN
30
Advisory Services Network
Georgia
$0 49 – –
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$0 3 – –
PA
32
Parallel Advisors
California
$0 200 – –
1
2