Willamette Valley Vineyards
WVVI
23 hedge funds and large institutions have $1.85M invested in Willamette Valley Vineyards in 2015 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
4% more capital invested
Capital invested by funds: $1.78M → $1.85M (+$72K)
0% more funds holding
Funds holding: 23 → 23 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$31.1K |
| 2 |
JIR
James Investment Research
Alpha,
Ohio
|
+$22.1K |
| 3 |
Renaissance Technologies
New York
|
+$21K |
| 4 |
SGAM
Steinberg Global Asset Management
Boca Raton,
Florida
|
+$7.24K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$4.34K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$97.6K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$27.6K |
| 3 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$3.62K |
| 4 |
UMA
USA Mutuals Advisors
Dallas,
Texas
|
-$2K |
| 5 |
Morgan Stanley
New York
|
-$22 |
WVVI Hedge Fund Activity: Q4 2015 in Review
23 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q4 2015, worth a combined $1.85M — up 4% from $1.78M a quarter earlier.
Fund positioning in WVVI was balanced in Q4 2015: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 4 trimmed.
The largest buyer was Vanguard Group, adding an estimated $31.1K. The largest seller was Perritt Capital Management, cutting an estimated $97.6K.
- 23 institutional investors held Willamette Valley Vineyards (WVVI) as of Q4 2015, unchanged from Q3 2015.
- Funds reported $1.85M of Willamette Valley Vineyards stock for Q4 2015, up 4% quarter-over-quarter.
- 2 funds opened new Willamette Valley Vineyards positions in Q4 2015 and 2 closed out, a net change of 0 holders.
- The largest Willamette Valley Vineyards buyer in Q4 2015 was Vanguard Group, an estimated $31.1K added.
- The largest Willamette Valley Vineyards seller in Q4 2015 was Perritt Capital Management, an estimated $97.6K sold.
Based on aggregated 13F filings for Q4 2015.