Willamette Valley Vineyards
WVVI
28 hedge funds and large institutions have $2.6M invested in Willamette Valley Vineyards in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
16% more capital invested
Capital invested by funds: $2.23M → $2.6M (+$365K)
4% more funds holding
Funds holding: 27 → 28 (+1)
0.91% more ownership
Funds ownership: 7.3% → 8.2% (+0.91%)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$89.1K |
| 2 |
CG
Colony Group
Boston,
Massachusetts
|
+$6.38K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$657 |
| 4 |
PA
Parallel Advisors
San Francisco,
California
|
+$638 |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$466 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$26.7K |
| 2 |
Morgan Stanley
New York
|
-$6.38K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.33K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.05K |
| 5 |
BWM
BNC Wealth Management
Beaverton,
Oregon
|
-$1K |
WVVI Hedge Fund Activity: Q4 2020 in Review
28 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q4 2020, worth a combined $2.6M — up 16% from $2.23M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WVVI positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $89.1K. The largest seller was Royal Bank of Canada, cutting an estimated $26.7K.
- 28 institutional investors held Willamette Valley Vineyards (WVVI) as of Q4 2020, up from 27 in Q3 2020.
- Funds reported $2.6M of Willamette Valley Vineyards stock for Q4 2020, up 16% quarter-over-quarter.
- 3 funds opened new Willamette Valley Vineyards positions in Q4 2020 and 2 closed out, a net change of +1 holder.
- The largest Willamette Valley Vineyards buyer in Q4 2020 was Renaissance Technologies, an estimated $89.1K added.
- The largest Willamette Valley Vineyards seller in Q4 2020 was Royal Bank of Canada, an estimated $26.7K sold.
Based on aggregated 13F filings for Q4 2020.