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Willamette Valley Vineyards
WVVI

Overview Fund Activity

25 hedge funds and large institutions have $2.3M invested in Willamette Valley Vineyards in 2016 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 0 closing their positions.

Holders
25
Holders Change
–
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
9
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$332K
2
RJA
2
Raymond James & Associates
Florida
$105K
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$10K
4
PA
4
Parallel Advisors
California
$2K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31K
2
Deutsche Bank
2
Deutsche Bank
Germany
$42K
3
SGAM
3
Steinberg Global Asset Management
Florida
$125K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$464K
5
UBS Group
5
UBS Group
Switzerland
$18K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$464K 57,895 -540 -0.9%
PCM
2
Perritt Capital Management
Illinois
$342K 42,691 – –
Renaissance Technologies
3
Renaissance Technologies
New York
$332K 41,400 +1,400 +4%
GWM
4
Geneos Wealth Management
Colorado
$267K 33,449 – –
TA
5
Teton Advisors
New York
$184K 23,000 – –
GF
6
Gabelli Funds
New York
$160K 20,000 – –
SGAM
7
Steinberg Global Asset Management
Florida
$125K 15,600 -1,000 -6%
RJA
8
Raymond James & Associates
Florida
$105K 13,075 +600 +5%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$87K 10,850 – –
JIR
10
James Investment Research
Ohio
$61K 7,625 – –
Deutsche Bank
11
Deutsche Bank
Germany
$42K 5,366 -1,700 -24%
Morgan Stanley
12
Morgan Stanley
New York
$31K 3,850 -4,165 -52%
BA
13
BlackRock Advisors
Delaware
$19K 2,312 – –
UBS Group
14
UBS Group
Switzerland
$18K 2,279 -514 -18%
Wells Fargo
15
Wells Fargo
California
$15K 1,900 -200 -10%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$10K 1,265 +500 +65%
Bank of America
17
Bank of America
North Carolina
$9K 1,114 -169 -13%
MFS
18
MSI Financial Services
Massachusetts
$8K 1,000 – –
BIM
19
BlackRock Investment Management
Delaware
$6K 769 – –
BFA
20
BlackRock Fund Advisors
California
$6K 794 – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4K 500 +200 +67%
TRCT
22
Tower Research Capital (TRC)
New York
$2K 303 -413 -58%
CHP
23
Cable Hill Partners
Oregon
$2K 260 -100 -28%
PA
24
Parallel Advisors
California
$2K 200 +200 New
Creative Planning
25
Creative Planning
Kansas
$1K 100 – –