Willamette Valley Vineyards
WVVI
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.
5.78% more ownership
Funds ownership: 0% → 5.78% (+5.8%)
0% more funds holding
Funds holding: 25 → 25 (0)
2% less capital invested
Capital invested by funds: $2.34M → $2.3M (-$42K)
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$11.3K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.86K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$4.05K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.62K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$33.7K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$13.8K |
| 3 |
SGAM
Steinberg Global Asset Management
Boca Raton,
Florida
|
-$8.1K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.37K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$4.16K |
WVVI Hedge Fund Activity: Q4 2016 in Review
25 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q4 2016, worth a combined $2.3M — down 1.8% from $2.34M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new WVVI positions and 0 closed out — a net gain of 1 holder — while 4 added to existing stakes and 9 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $11.3K. The largest seller was Morgan Stanley, cutting an estimated $33.7K.
- 25 institutional investors held Willamette Valley Vineyards (WVVI) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $2.3M of Willamette Valley Vineyards stock for Q4 2016, down 1.8% quarter-over-quarter.
- 1 fund opened new Willamette Valley Vineyards positions in Q4 2016 and 0 closed out, a net change of +1 holder.
- The largest Willamette Valley Vineyards buyer in Q4 2016 was Renaissance Technologies, an estimated $11.3K added.
- The largest Willamette Valley Vineyards seller in Q4 2016 was Morgan Stanley, an estimated $33.7K sold.
Based on aggregated 13F filings for Q4 2016.