Willamette Valley Vineyards
WVVI
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.
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
2.08% less ownership
Funds ownership: 9.42% → 7.34% (-2.1%)
4% less funds holding
Funds holding: 27 → 26 (-1)
28% less capital invested
Capital invested by funds: $2.44M → $1.75M (-$692K)
71% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$76.9K |
| 2 |
TCOV
Trust Company of Vermont
Brattleboro,
Vermont
|
+$10.2K |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$8.32K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.77K |
| 5 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
+$1.26K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$22K |
| 2 |
Renaissance Technologies
New York
|
-$13.8K |
| 3 |
JIR
James Investment Research
Alpha,
Ohio
|
-$2.83K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.02K |
| 5 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
-$2K |
WVVI Hedge Fund Activity: Q1 2020 in Review
26 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q1 2020, worth a combined $1.75M — down 28% from $2.44M a quarter earlier.
Fund positioning in WVVI was balanced in Q1 2020: 5 funds opened new positions, 5 closed out, 2 added to existing stakes and 7 trimmed.
The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $76.9K. The largest seller was Deutsche Bank, exiting entirely with an estimated $22K sold.
- 26 institutional investors held Willamette Valley Vineyards (WVVI) as of Q1 2020, down from 27 in Q4 2019.
- Funds reported $1.75M of Willamette Valley Vineyards stock for Q1 2020, down 28% quarter-over-quarter.
- 5 funds opened new Willamette Valley Vineyards positions in Q1 2020 and 5 closed out, a net change of 0 holders.
- The largest Willamette Valley Vineyards buyer in Q1 2020 was Royal Bank of Canada, an estimated $76.9K added.
- The largest Willamette Valley Vineyards seller in Q1 2020 was Deutsche Bank, an estimated $22K sold.
Based on aggregated 13F filings for Q1 2020.