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Willamette Valley Vineyards
WVVI

16 hedge funds and large institutions have $1.45M invested in Willamette Valley Vineyards in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

10,318% more capital inflows, than outflows

Capital inflows: $80.2K | Capital outflows: $770

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

7% more funds holding

Funds holding: 15 → 16 (+1)

0.24% more ownership

Funds ownership: 4.73% → 4.97% (+0.24%)

Holders
16
Holders Change
+1
Holders Change %
+6.67%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Steinberg Global Asset Management
Steinberg Global Asset Management
Florida
+$62.3K
2
Renaissance Technologies
Renaissance Technologies
New York
+$16.5K
3
UBS Group
UBS Group
Switzerland
+$823
4
Wells Fargo
Wells Fargo
California
+$588

Top Sellers

Rank Fund Capital Flow
1
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
-$770

WVVI Hedge Fund Activity: Q1 2015 in Review

16 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q1 2015, worth a combined $1.45M — up 8.6% from $1.33M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new WVVI positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.

The largest buyer was Steinberg Global Asset Management, opening a new position worth an estimated $62.3K. The largest seller was Tower Research Capital (TRC), cutting an estimated $770.

  • 16 institutional investors held Willamette Valley Vineyards (WVVI) as of Q1 2015, up from 15 in Q4 2014.
  • Funds reported $1.45M of Willamette Valley Vineyards stock for Q1 2015, up 8.6% quarter-over-quarter.
  • 1 fund opened new Willamette Valley Vineyards positions in Q1 2015 and 0 closed out, a net change of +1 holder.
  • The largest Willamette Valley Vineyards buyer in Q1 2015 was Steinberg Global Asset Management, an estimated $62.3K added.
  • The largest Willamette Valley Vineyards seller in Q1 2015 was Tower Research Capital (TRC), an estimated $770 sold.

Based on aggregated 13F filings for Q1 2015.