Willamette Valley Vineyards
WVVI
25 hedge funds and large institutions have $2.19M invested in Willamette Valley Vineyards in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 3 closing their positions.
25% more capital invested
Capital invested by funds: $1.75M → $2.19M (+$445K)
0.03% less ownership
Funds ownership: 7.34% → 7.3% (-0.03%)
4% less funds holding
Funds holding: 26 → 25 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$13.4K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$8.57K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.88K |
| 4 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$577 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13.1K |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$6K |
| 3 |
BlackRock
New York
|
-$5.47K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.03K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.15K |
WVVI Hedge Fund Activity: Q2 2020 in Review
25 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q2 2020, worth a combined $2.19M — up 25% from $1.75M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of WVVI and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 2 added.
The largest buyer was Renaissance Technologies, adding an estimated $13.4K. The largest seller was Osaic Holdings, cutting an estimated $13.1K.
- 25 institutional investors held Willamette Valley Vineyards (WVVI) as of Q2 2020, down from 26 in Q1 2020.
- Funds reported $2.19M of Willamette Valley Vineyards stock for Q2 2020, up 25% quarter-over-quarter.
- 2 funds opened new Willamette Valley Vineyards positions in Q2 2020 and 3 closed out, a net change of -1 holder.
- The largest Willamette Valley Vineyards buyer in Q2 2020 was Renaissance Technologies, an estimated $13.4K added.
- The largest Willamette Valley Vineyards seller in Q2 2020 was Osaic Holdings, an estimated $13.1K sold.
Based on aggregated 13F filings for Q2 2020.