Willamette Valley Vineyards
WVVI
34 hedge funds and large institutions have $3.08M invested in Willamette Valley Vineyards in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 34 → 34 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
0.18% less ownership
Funds ownership: 12.15% → 11.97% (-0.18%)
5% less capital invested
Capital invested by funds: $3.22M → $3.08M (-$146K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$14.5K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.59K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.24K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.55K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$264 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$36.1K |
| 2 |
State Street
Boston,
Massachusetts
|
-$17.7K |
| 3 |
Renaissance Technologies
New York
|
-$9.84K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.46K |
| 5 |
BlackRock
New York
|
-$1.35K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | +$264 | +51 | +19% |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1.65K | – | – | – |
|
|
PA
28
Parallel Advisors
San Francisco,
California
| $1.5K | – | – | – |
|
|
AF
29
Allworth Financial
Folsom,
California
| $1.49K | – | – | – |
|
|
WWM
30
Wolff Wiese Magana
Carslbad,
California
| $722 | – | – | – |
|
|
AAP
31
Arax Advisory Partners
Denver,
Colorado
| $501 | – | – | – |
|
|
AEPWM
32
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| $501 | – | – | – |
|
33
JP Morgan Chase
New York
| $45 | +$16 | +3 | +50% |
|
|
ASN
34
Advisory Services Network
Atlanta,
Georgia
| – | -$263 | -49 | Closed |
|
WVVI Hedge Fund Activity: Q1 2024 in Review
34 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q1 2024, worth a combined $3.08M — down 4.5% from $3.22M a quarter earlier.
Fund positioning in WVVI was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 6 added to existing stakes and 6 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $14.5K. The largest seller was Morgan Stanley, cutting an estimated $36.1K.
- 34 institutional investors held Willamette Valley Vineyards (WVVI) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $3.08M of Willamette Valley Vineyards stock for Q1 2024, down 4.5% quarter-over-quarter.
- 1 fund opened new Willamette Valley Vineyards positions in Q1 2024 and 1 closed out, a net change of 0 holders.
- The largest Willamette Valley Vineyards buyer in Q1 2024 was Susquehanna International Group, an estimated $14.5K added.
- The largest Willamette Valley Vineyards seller in Q1 2024 was Morgan Stanley, an estimated $36.1K sold.
Based on aggregated 13F filings for Q1 2024.