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Willamette Valley Vineyards
WVVI

Overview Fund Activity

24 hedge funds and large institutions have $2.51M invested in Willamette Valley Vineyards in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and closing their positions.

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$501K
2
Deutsche Bank
2
Deutsche Bank
Germany
$74K
3
BlackRock
3
BlackRock
New York
$30K
4
PS
4
Portfolio Solutions
Michigan
$7K
5
Creative Planning
5
Creative Planning
Kansas
$5K

Top Sellers

1
TRCT
1
Tower Research Capital (TRC)
New York
$1K
2
Morgan Stanley
2
Morgan Stanley
New York
$29K
3
Wells Fargo
3
Wells Fargo
California
$13K
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
1
Renaissance Technologies
New York
$501K 62,600 +21,200 +51%
Vanguard Group
2
Vanguard Group
Pennsylvania
$465K 58,095 +200 +0.3%
PCM
3
Perritt Capital Management
Illinois
$342K 42,691 – –
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 – –
RJA
8
Raymond James & Associates
Florida
$105K 13,075 – –
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$87K 10,850 – –
Deutsche Bank
10
Deutsche Bank
Germany
$74K 9,357 +3,991 +74%
JIR
11
James Investment Research
Ohio
$61K 7,625 – –
BlackRock
12
BlackRock
New York
$30K 3,875 +3,875 New
Morgan Stanley
13
Morgan Stanley
New York
$29K 3,635 -215 -6%
UBS Group
14
UBS Group
Switzerland
$21K 2,609 +330 +14%
Wells Fargo
15
Wells Fargo
California
$13K 1,700 -200 -11%
Bank of America
16
Bank of America
North Carolina
$12K 1,462 +348 +31%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$10K 1,265 – –
PS
18
Portfolio Solutions
Michigan
$7K 850 +850 New
Creative Planning
19
Creative Planning
Kansas
$5K 600 +500 +500%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4K 500 – –
PA
21
Parallel Advisors
California
$2K 200 – –
CHP
22
Cable Hill Partners
Oregon
$2K 260 – –
TRCT
23
Tower Research Capital (TRC)
New York
$1K 100 -203 -67%
ASN
24
Advisory Services Network
Georgia
$1K 81 +81 New