Willamette Valley Vineyards
WVVI
36 hedge funds and large institutions have $1.94M invested in Willamette Valley Vineyards in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more funds holding
Funds holding: 35 → 36 (+1)
0.57% less ownership
Funds ownership: 12.21% → 11.63% (-0.57%)
8% less capital invested
Capital invested by funds: $2.11M → $1.94M (-$171K)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$39.7K |
| 2 |
HI
Human Investing
Lake Oswego,
Oregon
|
+$2.71K |
| 3 |
AF
Allworth Financial
Folsom,
California
|
+$2.03K |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$2.03K |
| 5 |
Morgan Stanley
New York
|
+$1.69K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$54.6K |
| 2 |
WS
Wedbush Securities
Los Angeles,
California
|
-$35K |
| 3 |
DLP
De Lisle Partners
Poole,
United Kingdom
|
-$34.3K |
| 4 |
Renaissance Technologies
New York
|
-$11.2K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$7.79K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1.05K | – | – | – |
|
|
PA
27
Parallel Advisors
San Francisco,
California
| $1K | – | – | – |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $670 | -$2.71K | -800 | -80% |
|
|
WWM
29
Wolff Wiese Magana
Carslbad,
California
| $483 | – | – | – |
|
|
AAP
30
Arax Advisory Partners
Denver,
Colorado
| $335 | – | – | – |
|
|
AEPWM
31
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| $335 | – | – | – |
|
|
FS
32
Financially Speaking
Greenwood Village,
Colorado
| $335 | +$339 | +100 | New |
|
|
SS
33
SBI Securities
Tokyo,
Japan
| $248 | +$251 | +74 | New |
|
34
JP Morgan Chase
New York
| $30 | – | – | – |
|
|
35
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$54.6K | -15,686 | Closed |
|
|
WS
36
Wedbush Securities
Los Angeles,
California
| – | -$35K | -10,099 | Closed |
|
|
DLP
37
De Lisle Partners
Poole,
United Kingdom
| – | -$34.3K | -10,000 | Closed |
|
38
UBS Group
Zurich,
Switzerland
| – | -$97 | -28 | Closed |
|
WVVI Hedge Fund Activity: Q4 2024 in Review
36 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q4 2024, worth a combined $1.94M — down 8.1% from $2.11M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WVVI positions and 4 closed out — a net gain of 1 holder — while 2 added to existing stakes and 5 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $39.7K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $54.6K sold.
- 36 institutional investors held Willamette Valley Vineyards (WVVI) as of Q4 2024, up from 35 in Q3 2024.
- Funds reported $1.94M of Willamette Valley Vineyards stock for Q4 2024, down 8.1% quarter-over-quarter.
- 5 funds opened new Willamette Valley Vineyards positions in Q4 2024 and 4 closed out, a net change of +1 holder.
- The largest Willamette Valley Vineyards buyer in Q4 2024 was Citadel Advisors, an estimated $39.7K added.
- The largest Willamette Valley Vineyards seller in Q4 2024 was Susquehanna International Group, an estimated $54.6K sold.
Based on aggregated 13F filings for Q4 2024.