Willamette Valley Vineyards
WVVI
23 hedge funds and large institutions have $1.78M invested in Willamette Valley Vineyards in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
15% more funds holding
Funds holding: 20 → 23 (+3)
3% more capital invested
Capital invested by funds: $1.73M → $1.78M (+$50K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$48.5K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$27.2K |
| 3 |
Renaissance Technologies
New York
|
+$22.3K |
| 4 |
SGAM
Steinberg Global Asset Management
Boca Raton,
Florida
|
+$13.9K |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
+$13.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$15.5K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.88K |
| 3 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$1.74K |
WVVI Hedge Fund Activity: Q3 2015 in Review
23 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q3 2015, worth a combined $1.78M — up 2.9% from $1.73M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WVVI positions and 0 closed out — a net gain of 3 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $48.5K. The largest seller was Perritt Capital Management, cutting an estimated $15.5K.
- 23 institutional investors held Willamette Valley Vineyards (WVVI) as of Q3 2015, up from 20 in Q2 2015.
- Funds reported $1.78M of Willamette Valley Vineyards stock for Q3 2015, up 2.9% quarter-over-quarter.
- 3 funds opened new Willamette Valley Vineyards positions in Q3 2015 and 0 closed out, a net change of +3 holders.
- The largest Willamette Valley Vineyards buyer in Q3 2015 was Morgan Stanley, an estimated $48.5K added.
- The largest Willamette Valley Vineyards seller in Q3 2015 was Perritt Capital Management, an estimated $15.5K sold.
Based on aggregated 13F filings for Q3 2015.