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Willamette Valley Vineyards
WVVI

38 hedge funds and large institutions have $6.24M invested in Willamette Valley Vineyards in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

12% more funds holding

Funds holding: 34 → 38 (+4)

6% more capital invested

Capital invested by funds: $5.9M → $6.24M (+$340K)

0.16% more ownership

Funds ownership: 13.72% → 13.89% (+0.16%)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
6
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$145K
2
BCM
Bridgeway Capital Management
Texas
+$122K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$79.1K
4
NA
Navellier & Associates
Nevada
+$16.2K
5
UBS Group
UBS Group
Switzerland
+$15.9K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$240K
2
Osaic Holdings
Osaic Holdings
Arizona
-$18.7K
3
Bank of America
Bank of America
North Carolina
-$17.7K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$16K
5
IAG
Investmark Advisory Group
Connecticut
-$10K
Name Holding Trade Value Shares
Change 		Change in
Stake
NIC
26
Northwest Investment Counselors
Oregon
$4K – – –
US Bancorp
27
US Bancorp
Minnesota
$4K – – –
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
PA
29
Parallel Advisors
California
$3K – – –
AF
30
Allworth Financial
California
$3K +$2.78K +297 New
HFS
31
Hantz Financial Services
Michigan
$3K +$3.14K +336 New
SBL
32
Sargent Bickham Lagudis
Colorado
$2K – – –
AAP
33
Arax Advisory Partners
Colorado
$1K – – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1K – – –
WWM
35
Wolff Wiese Magana
California
$1K – – –
DC
36
DeDora Capital
California
$1K +$935 +100 New
IAG
37
Investmark Advisory Group
Connecticut
– -$10K -1,199 Closed
TCOV
38
Trust Company of Vermont
Vermont
– -$4K -425 Closed
TWC
39
TD Waterhouse Canada
Ontario, Canada
– -$3.66K -320 Closed
Fidelity Investments
40
Fidelity Investments
Massachusetts
– +$514 +55 New
1
2

WVVI Hedge Fund Activity: Q1 2022 in Review

38 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q1 2022, worth a combined $6.24M — up 5.8% from $5.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WVVI positions and 4 closed out — a net gain of 4 holders — while 6 added to existing stakes and 7 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $145K. The largest seller was Renaissance Technologies, cutting an estimated $240K.

  • 38 institutional investors held Willamette Valley Vineyards (WVVI) as of Q1 2022, up from 34 in Q4 2021.
  • Funds reported $6.24M of Willamette Valley Vineyards stock for Q1 2022, up 5.8% quarter-over-quarter.
  • 8 funds opened new Willamette Valley Vineyards positions in Q1 2022 and 4 closed out, a net change of +4 holders.
  • The largest Willamette Valley Vineyards buyer in Q1 2022 was Creative Planning, an estimated $145K added.
  • The largest Willamette Valley Vineyards seller in Q1 2022 was Renaissance Technologies, an estimated $240K sold.

Based on aggregated 13F filings for Q1 2022.