Willamette Valley Vineyards
WVVI
34 hedge funds and large institutions have $3.22M invested in Willamette Valley Vineyards in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 0 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
13% more funds holding
Funds holding: 30 → 34 (+4)
0% less ownership
Funds ownership: 12.15% → 12.15% (-0%)
9% less capital invested
Capital invested by funds: $3.53M → $3.22M (-$310K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$54.4K |
| 2 |
Morgan Stanley
New York
|
+$43.8K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.77K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$676 |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$472 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$83.1K |
| 2 |
Renaissance Technologies
New York
|
-$8.58K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$8.48K |
| 4 |
BlackRock
New York
|
-$4.96K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$1.61K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1.69K | – | – | – |
|
|
PA
27
Parallel Advisors
San Francisco,
California
| $1.59K | – | – | – |
|
|
AF
28
Allworth Financial
Folsom,
California
| $1.57K | – | – | – |
|
|
WWM
29
Wolff Wiese Magana
Carslbad,
California
| $764 | – | – | – |
|
|
AAP
30
Arax Advisory Partners
Denver,
Colorado
| $530 | – | – | – |
|
|
AEPWM
31
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| $530 | +$536 | +100 | New |
|
|
ASN
32
Advisory Services Network
Atlanta,
Georgia
| $263 | +$263 | +49 | New |
|
33
JP Morgan Chase
New York
| $32 | +$11 | +2 | +50% |
|
WVVI Hedge Fund Activity: Q4 2023 in Review
34 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q4 2023, worth a combined $3.22M — down 8.8% from $3.53M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WVVI positions and 0 closed out — a net gain of 4 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $54.4K. The largest seller was Creative Planning, cutting an estimated $83.1K.
- 34 institutional investors held Willamette Valley Vineyards (WVVI) as of Q4 2023, up from 30 in Q3 2023.
- Funds reported $3.22M of Willamette Valley Vineyards stock for Q4 2023, down 8.8% quarter-over-quarter.
- 4 funds opened new Willamette Valley Vineyards positions in Q4 2023 and 0 closed out, a net change of +4 holders.
- The largest Willamette Valley Vineyards buyer in Q4 2023 was Susquehanna International Group, an estimated $54.4K added.
- The largest Willamette Valley Vineyards seller in Q4 2023 was Creative Planning, an estimated $83.1K sold.
Based on aggregated 13F filings for Q4 2023.