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Willamette Valley Vineyards
WVVI

25 hedge funds and large institutions have $2.12M invested in Willamette Valley Vineyards in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more capital inflows, than outflows

Capital inflows: $442K | Capital outflows: $130K

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

9% more funds holding

Funds holding: 23 → 25 (+2)

0.9% more ownership

Funds ownership: 5.24% → 6.14% (+0.9%)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James & Associates
Raymond James & Associates
Florida
+$86.8K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$3.76K
3
UBS Group
UBS Group
Switzerland
+$2.99K
4
Morgan Stanley
Morgan Stanley
New York
+$1.96K
5
BlackRock Fund Advisors
BlackRock Fund Advisors
California
+$1.07K

Top Sellers

Rank Fund Capital Flow
1
PCM
Perritt Capital Management
Illinois
-$125K
2
Renaissance Technologies
Renaissance Technologies
New York
-$3.48K
3
MSI Financial Services
MSI Financial Services
Massachusetts
-$1.98K

WVVI Hedge Fund Activity: Q1 2016 in Review

25 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q1 2016, worth a combined $2.12M — up 14% from $1.85M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new WVVI positions and 0 closed out — a net gain of 2 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $86.8K. The largest seller was Perritt Capital Management, cutting an estimated $125K.

  • 25 institutional investors held Willamette Valley Vineyards (WVVI) as of Q1 2016, up from 23 in Q4 2015.
  • Funds reported $2.12M of Willamette Valley Vineyards stock for Q1 2016, up 14% quarter-over-quarter.
  • 2 funds opened new Willamette Valley Vineyards positions in Q1 2016 and 0 closed out, a net change of +2 holders.
  • The largest Willamette Valley Vineyards buyer in Q1 2016 was Raymond James & Associates, an estimated $86.8K added.
  • The largest Willamette Valley Vineyards seller in Q1 2016 was Perritt Capital Management, an estimated $125K sold.

Based on aggregated 13F filings for Q1 2016.