Willamette Valley Vineyards
WVVI
27 hedge funds and large institutions have $2.23M invested in Willamette Valley Vineyards in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
8% more funds holding
Funds holding: 25 → 27 (+2)
2% more capital invested
Capital invested by funds: $2.19M → $2.23M (+$36K)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
0.01% less ownership
Funds ownership: 7.3% → 7.3% (-0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$53.2K |
| 2 |
Morgan Stanley
New York
|
+$10.4K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.25K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$308 |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$31 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$50K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$13.7K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$666 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | +$31 | +5 | New |
|
|
ASN
27
Advisory Services Network
Atlanta,
Georgia
| – | +$308 | +49 | New |
|
WVVI Hedge Fund Activity: Q3 2020 in Review
27 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q3 2020, worth a combined $2.23M — up 1.6% from $2.19M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WVVI positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $53.2K. The largest seller was Royal Bank of Canada, cutting an estimated $50K.
- 27 institutional investors held Willamette Valley Vineyards (WVVI) as of Q3 2020, up from 25 in Q2 2020.
- Funds reported $2.23M of Willamette Valley Vineyards stock for Q3 2020, up 1.6% quarter-over-quarter.
- 3 funds opened new Willamette Valley Vineyards positions in Q3 2020 and 1 closed out, a net change of +2 holders.
- The largest Willamette Valley Vineyards buyer in Q3 2020 was Renaissance Technologies, an estimated $53.2K added.
- The largest Willamette Valley Vineyards seller in Q3 2020 was Royal Bank of Canada, an estimated $50K sold.
Based on aggregated 13F filings for Q3 2020.