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Willamette Valley Vineyards
WVVI

Overview Fund Activity

30 hedge funds and large institutions have $3.53M invested in Willamette Valley Vineyards in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$183K
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$164K
3
SPIA
3
Steward Partners Investment Advisory
New York
$6.45K
4
TRCT
4
Tower Research Capital (TRC)
New York
$11.1K
5
Morgan Stanley
5
Morgan Stanley
New York
$43K

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$228K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$493K
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.31M
4
BlackRock
4
BlackRock
New York
$69.8K
5
CFS
5
CGC Financial Services
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1K 140 – –
WWM
27
Wolff Wiese Magana
California
$846 144 – –
AAP
28
Arax Advisory Partners
Colorado
$587 100 – –
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$23 4 +4 New
CFS
30
CGC Financial Services
Oregon
– – -144 Closed
UBS Group
31
UBS Group
Switzerland
– – -36 Closed
CFGS
32
Concourse Financial Group Securities
Alabama
– – – –
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$0 6 – –
1
2