Willamette Valley Vineyards
WVVI
15 hedge funds and large institutions have $1.33M invested in Willamette Valley Vineyards in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 0 closing their positions.
15% more funds holding
Funds holding: 13 → 15 (+2)
9% more capital invested
Capital invested by funds: $1.23M → $1.33M (+$105K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
+$17.6K |
| 2 |
Renaissance Technologies
New York
|
+$10.1K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.94K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$3.74K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$641 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
1
Perritt Capital Management
Chicago,
Illinois
| $821K | +$17.6K | +3,127 | +2% |
|
|
TA
2
Teton Advisors
Rye,
New York
| $133K | – | – | – |
|
|
GF
3
Gabelli Funds
Rye,
New York
| $116K | – | – | – |
|
4
Vanguard Group
Malvern,
Pennsylvania
| $76K | – | – | – |
|
|
5
Renaissance Technologies
New York
| $75K | +$10.1K | +1,800 | +16% |
|
6
T. Rowe Price Associates
Baltimore,
Maryland
| $63K | – | – | – |
|
|
BA
7
BlackRock Advisors
Wilmington,
Delaware
| $13K | – | – | – |
|
8
Morgan Stanley
New York
| $11K | – | – | – |
|
|
9
Wells Fargo
San Francisco,
California
| $9K | +$3.94K | +700 | +78% |
|
10
UBS Group
Zurich,
Switzerland
| $5K | +$5.35K | +951 | New |
|
|
LTFS
11
Ladenburg Thalmann Financial Services
Miami,
Florida
| $4K | +$3.74K | +665 | New |
|
|
DADC
12
D.A. Davidson & Co
Great Falls,
Montana
| $2K | – | – | – |
|
|
CHP
13
Cable Hill Partners
Portland,
Oregon
| $2K | +$1.46K | +260 | New |
|
14
Bank of America
Charlotte,
North Carolina
| $1K | – | – | – |
|
|
TRCT
15
Tower Research Capital (TRC)
New York
| $1K | +$641 | +114 | +114% |
|
WVVI Hedge Fund Activity: Q4 2014 in Review
15 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q4 2014, worth a combined $1.33M — up 8.6% from $1.23M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WVVI positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Perritt Capital Management, adding an estimated $17.6K.
- 15 institutional investors held Willamette Valley Vineyards (WVVI) as of Q4 2014, up from 13 in Q3 2014.
- Funds reported $1.33M of Willamette Valley Vineyards stock for Q4 2014, up 8.6% quarter-over-quarter.
- 3 funds opened new Willamette Valley Vineyards positions in Q4 2014 and 0 closed out, a net change of +3 holders.
- The largest Willamette Valley Vineyards buyer in Q4 2014 was Perritt Capital Management, an estimated $17.6K added.
Based on aggregated 13F filings for Q4 2014.